The Investments & Wealth Institute has announced a prestigious lineup of speakers for its 2024 Investments & Wealth Strategy Forum, set to take place from September 30 to October 2 at the Loews Chicago Hotel. This year's forum, under the theme 'Adaptive Wealth Management: Advanced Strategies for Forward-Thinking Advisors,' is designed to equip financial professionals with the knowledge and tools needed to navigate the complexities of today's economic environment. With topics ranging from the impact of the 2024 presidential election on financial markets to the ethical use of artificial intelligence in financial services, the forum addresses critical issues facing the industry.
Among the notable speakers is Liz Young Thomas, CFA®, Head of Investment Strategy at SoFi, who will share insights on adapting investment strategies in the current economic climate. Bruce Mehlman, JD, Partner at Mehlman Consulting, will analyze the potential effects of the 2024 presidential election on financial markets and regulatory policies. Lauren Eskreis-Winkler, PhD, from the Kellogg School of Management, will discuss the importance of 'grit' in achieving long-term success, offering valuable lessons for personal and professional development in the financial sector.
Merle Erickson, Professor of Accounting at The University of Chicago Booth School of Business, will focus on tax-efficient strategies for privately held businesses, considering possible future changes in tax rates. Azish Filabi, JD, MA, will tackle the ethical considerations surrounding the use of AI in financial services, a topic of increasing relevance as technology continues to reshape the industry.
Eric Flett, CEO of Concentric Wealth Management and chair of the Strategy Forum planning committee, highlighted the forum's goal to provide actionable insights for advisors dealing with clients in uncertain times. The event, known for its advanced and intimate setting, will also feature sessions on portfolio diversification, risk management, and retirement planning, among others. Participants can earn up to 14.5 continuing education credits, making the forum a valuable opportunity for professional development.
For more information on the forum and to register, visit https://www.investmentsandwealth.org. Early-bird pricing is available until September 2, 2024, offering a chance for financial advisors and wealth managers to gain cutting-edge insights and strategies to better serve their clients in a rapidly evolving financial landscape.
