October 12, 2018 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics: 

  • Launch of Investment Network Website
  • Fund Intelligence Fund Leaders Summit Chicago
  • FREE: Future Values Symposium: A Wealth Management Conference
  • The Women’s Network of ACG Chicago Presents The Women’s Holiday Gathering


Launch of Investment Network Website

The Investment Network now has it’s own website! For easy access to all past events, alerts and pictures, simply go to our new website at https://theinvestmentnetwork.net/. While you’re there, check to see if we got your good side in a photo at one of our events.

Fund Intelligence Fund Leaders Summit Chicago
Thursday, October 18, 2018, 8:30 AM-2:00 PM
The Gwen Hotel, 521 N. Rush St., Chicago, IL

This regional summit brings together key executives from throughout the mutual fund space, exploring areas of overlap on topics including regulatory oversight, technology, cybersecurity, transforming operational infrastructure and optimizing your due diligence process.

Key Reasons to Attend: 

  • Discuss with industry leaders about all the latest operational challenges and opportunities; including vendor management, cybersecurity and legacy systems.
  • Explore the current regulatory landscape and gain insights into what future impact the SEC’s new focus will have on the industry.
  • Gain actionable advice on how to run your fund more efficiently by implementing new technologies such as artificial intelligence and blockchain.
  • Exchange ideas on how compliance, operations, tech and board members can run the back office to the best of its ability.

Nicole Kalajian of Stradley Ronon will be one of the speakers at the event.

For more information, click here.

FREE: Future Values Symposium: A Wealth Management Conference
Thursday and Friday, November 1-2, 2018
DePaul University – DePaul Center, 1 East Jackson Blvd., Room 8005, Chicago, IL

Climate and water are central to the future value of investment portfolios.

Day 1: 11:30 AM-5:00 PM

For wealth managers and academics. The first day’s proceedings on November 1 will engage the wealth management and investment industry’s response and perspective on sustainable business, CSR and socially responsible investing.

Welcoming remarks by Bill Obenshain, The speakers will include: Donald Wuebbles of the University of Illinois; Brian Richter of Sustainable Waters; Matthew Weatherly-White of The Caprock Group; Peter Kelly-Detwiler of Forbes.com; Lee O’Dwyer of Bloomberg; William Page of Essex Investment Management; Jerry Polacek of Tortoise Advisors; and Matthew Weatherly-White of Caprock Group.

Day 2: 8:30 AM-6:00 PM

The second day of the conference on CSR, the economy and financial markets will be conducted in a workshop format to allow for extensive discussion and feedback. Accordingly, a maximum of 12 papers accepted for presentation. It is scheduled to take place on the campus of DePaul University in downtown Chicago and the conference’s keynote address will be delivered by Professor Laura Starks.

For more information, click here.

The Women’s Network of ACG Chicago Presents The Women’s Holiday Gathering
Tuesday, December 4, 2018, 6:00-8:00 PM
Hermes, 25 E. Oak St., Chicago, IL

Each December the women of ACG Chicago gather to celebrate this amazing network of accomplished professionals.

The Women’s Network has been one of the fastest growing communities within the organization so join us for some champagne, wine and appetizers with members and future members at the Hermes store on Oak Street in Chicago.

This is a Women Only event open to members and non-members alike.

For more information, click here.

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