“What High-Net-Worth Investors Want from Their FAs”

FCS Chicago is delighted to partner with CFA Institute for our last event of 2019, when we host a luncheon focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their FAs."

High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are not being met. CFA Institute research uncovered some unexpected findings that are relevant for financial advisers and those who market their services.

Join us for a presentation by Bob Dannhauser, head of Global Private Wealth Management at CFA Institute, who will then moderate a panel comprising marketing executives as well as a financial adviser to high-net-worth individuals.  The discussion will focus on how and where to reach highly coveted affluent audiences as they seek out financial advice and planning.

Join us for this unique event for the Chicago audience.

Sponsorships for this event (and for 2020) are available.  Please contact FCS CEO Kevin Windorf or FCS Chicago President Rachel O'Block.

  • Start November 13, 2019 11:30 AM CDT
  • End November 13, 2019 01:00 PM CDT
  • Location Union League Club of Chicago, 65 W Jackson Blvd, Chicago

Speakers

Keynote / Moderator Bob Dannhauser

Head, Global Private Wealth Management

Bob Dannhauser, CFA, FRM, CAIA is Head, Global Private Wealth Management at CFA Institute, which he joined in 2007.

Panelist Jenifer A. Aronson, CFA

Founder and Managing Partner

Jenifer A. Aronson, CFA is the Founder and Managing Partner of Mosaic Fi LLC.  She is a member of the board of CFA Society Chicago.

Panelist Charles Brandl

Executive Director

Charles Brandl is Executive Group Director at Ogilvy in Chicago.

Panelist Laura Gregg

Director of Practice Management & Advisor Research

Laura Gregg is Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. She speaks regularly […]

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