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Chicago Member Meeting

Chicago Regional Meeting October 2019

 Export to Your Calendar 10/21/2019
When: Monday October 21, 2019
10:00 am - 6:00 pm
Where: Offsite Meeting and Event Space
560 W Washington Blvd
Chicago, Illinois  60661
United States
Contact: Jennifer Litchfield


Online registration is available until: 10/21/2019
« Go to Upcoming Event List  

 

Attendees may arrive beginning at 9:30am for registration and networking. 

The event will run from 10am-4pm and include:

  • General Sessions
  • Breakout Sessions
  • Lunch + Exhibitors in THE EXCHANGE
  • Break in THE EXCHANGE with Sponsor Exhibitors
  • Networking Reception

Presentations to include:

 

Rick Bensignor: What is Behavioral Finance Theory, and What Wealth Managers are Missing Out on if They Don't Incorporate it Into Their Ongoing Client Conversations?

 

Kim CashGIPS Compliance – What’s Ahead, Benefits, & Best Practices, including documentation & project management tips and portfolio accounting system workarounds for common challenges.

 

Experience for yourself why The Exchange is the premier forum for the wealth and investment management industries!

 

We will be hosting a reception immediately following the meeting. Please plan to stay and join us to continue the conversation.

 

 

Agenda

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