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Investing with 2020 Vision: Creating your personal wealth management strategy for the next decade and beyond

Chicago, IL • May 15, 2010

85 Broads and University of Chicago Booth present: Investing with 2020 Vision: Creating your personal wealth management strategy for the next decade and beyond View the full email invite online a...

Saturday, May 15, 2010 9:00 AM - 1:30 PM EDT

University of Chicago Booth Gleacher Center
450 North Cityfront Plaza Drive
Chicago, IL 60611
US

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85 Broads and University of Chicago Booth present:

Investing with 2020 Vision:
Creating your personal wealth management strategy for the next decade and beyond

View the full email invite online at http://static.85broads.com/broadcasts/Chicago_Chapter_INvesting_with_2020_Vision.html




The Spring conference brings together professionals from all of Chicagoland’s leading industries and universities for this exclusive half-day forum.


Gain a deeper understanding of the main themes and drivers currently active in the global market place and learn how they apply to you and your personal investment strategy. Panelists, who are leaders in the industry, will lead and then engage the audience in a high level of intelligent and thoughtful discussions on these relevant topics.


Conference Date: May 15, 2010-03-25
Location: University of Chicago Booth Gleacher Center
Time: 8 am to 12:30 pm
Fee: $10 for members and $20 for non-members. $10 for GWB members and no charge for CWIB members. Cash or check to be paid upon arrival at the conference.
RSVP: Please RSVP to Chicago85Broads@gmail.com to hold your spot.

View the full agenda at http://static.85broads.com/documents/Investing_with_2020_Vision_Chicago_Agenda_Final.pdf

Speakers confirmed thus far:

Julia Cormier
Director, Alternative Investments
Russell Investments ¾ Investment Management Division

Julia Cormier is regional director of alternative investments for Russell Investments’ U.S. institutional investor services. Based in Chicago, Julia is responsible for advancing Russell’s objectives in alternative investments by providing clients with advice and solutions regarding exposure to private equity, hedge funds, and real estate. Julia joined Russell in 2005.

Craig Morgan
Branch Manager and Vice President-Investments
Stifel, Nicholas & Company

Craig Morgan is a Senior Vice President/Investments with Stifel Nicolaus. He has extensive experience in helping clients pursue their long-term goals in the areas of investments and planning, issues surrounding estate planning, and tax-reduction strategies. He holds Series 3, 7, 8, and 63 securities licenses as well as insurance, variable life, and annuity licenses.

Lindsey Paige Markus, M.A., J.D.
Estate Attorney
Chuhak & Tecson

Lindsey works closely with clients to design and implement estate plans, formulate business succession plans, advise on choice of entity formation, maximize wealth preservation, and minimize gift and estate taxation. In her asset protection practice, she designs customized holding company structures to maximize wealth protection for clients’ business and personal assets. Lindsey was named in the 2010 Rising Stars list, among 2.5 percent of the lawyers in Illinois.

Kathy Garlow, CPA, J.D.
Partner
Schwartz & Harris LLP

Kathy Garlow is a tax partner with Shepard Schwartz & Harris LLP where she specializes in income tax planning and compliance for privately owned businesses and their owners, particularly professional service entitites. Ms. Garlow prepares and reviews tax returns for partnerships, corporations, LLCs, foundations, individuals, trusts and estates, as well as estate and gift tax returns, payroll tax returns, and sales tax returns. Her clientele includes law firms, medical practices, architects, and interior design firms.

Beata D. Kirr
Senior Portfolio Manager
Bernstein Global Wealth Management

Prior to joining Bernstein Global Wealth Management in 2007, Ms. Kirr was with Harris Alternatives LLC, a global fund of hedge funds, where she was a member of the management committee and advised investment consultants, institutions and high-net-worth investors on the use of the firm’s fund offerings within their broad asset allocation. Previously, she was with Goldman Sachs, where she advised corporate clients and institutional asset managers in institutional equities, mergers and acquisitions, and equity capital markets divisions.

Sara Hamilton
Founder and CEO
Family Office Exchange

Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth. The strength of the FOX network is derived from the collective knowledge and experience of over 500 members. Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors.

Sponsored by: Stifel, Nicholas & Company, CWIB (Chicago Women in Business) and Graduate Women in Business

View the full invite online at http://static.85broads.com/broadcasts/Chicago_Chapter_INvesting_with_2020_Vision.html



If you or your firm would like to sponsor 2020 Vision, the Chicago Chapter is offering generous sponsorship packages which will enable you to communicate to our 900 members in the Chicago area and network among accomplished women professionals, speakers and students at the event. Please contact Megan Morgan at megan.morgan@ecx.eu for further details.



Interested in sponsoring this event or future events? Contact Us.


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