MAINSTREET ADVISORS’ 2025 ANNUAL CLIENT CONFERENCE JUNE 4 – 6 | CHICAGO
MAINSTREET ADVISORS’ 2025 ANNUAL CLIENT CONFERENCE JUNE 4 – 6 | CHICAGO
Join us for one of the most anticipated events of the year—an engaging, in-person experience designed exclusively for MainStreet Advisors clients.
Each year, we explore the trends, opportunities, and challenges shaping the future of wealth management. With a carefully curated theme and agenda, the conference features insights from our team and a lineup of distinguished outside speakers who bring fresh perspectives to the table.
In addition to thought-provoking content, the conference offers a wonderful opportunity to connect face-to-face with your MainStreet team.
If you’re a client of MainStreet Advisors, this event is for you. We hope to see you in Chicago!
Mike Steele and Sara Haley, CSOP™, CFIRS™, CAMS, CTOP™, MainStreet Advisors
1:30 pm - 2:15 pm - Beyond the 60/40: Navigating Private and Public Alternatives. Exploring the intersection of Liquidity, Diversification, and Return Potential in Today's Evolving Markets.
Igor Marjanovic, CFA, Mainstreet Advisors, John Vojticek, DWS, Nicole Parker, Pantheon Ventures
Brian Stone, AdviserGPT and Kerry Holubecki, MainStreet Advisors
2:45 pm – 3:00 pm - Break
3:00 pm - 3:45 pm - Harnessing Generative AI and Intelligent Agents
Alexander Crosson, Terrano
3:45 pm - 4:15 pm - What's Working Today: A Panel Discussion on Growth and Innovation
Nick Gesouras, Mechanics Bank, John Brennan, J.D., CFP® Cape Ann Savings Bank, Ryan Swor North Dallas Bank & Trust, Tim Coleman, Centier Financial Partners and Alex Urbani, CFA, MainStreet Advisors
5:30 pm – 6:00 pm – Trolley Pick UP
Our Conference Dinner (Guests Welcome)
6:00 pm - 10:00 pm
Viceroy 1118 N State St, Chicago
June 6 | Morningstar, Inc. 22 West Washington, 7th floor, Chicago (ID required)
8:00 am - 8:30 am - Continental Breakfast
8:30 am - 9:00 am - How AI Start Ups are Reshaping Estate and Retirement Planning
Tushad Driver, Alphathena, Michael Schwoerer, Vanilla Technologies Inc., Johnny Poulson, CFP, Income Lab
9:00 am - 9:45 am - Beyond Borders: Investing in International Equities
Tom McKinstry, CFA, MainStreet Advisors, Varun Bhandari, Wellington Management and Thomas Quinn, CFA, BNY Investments
9:45 am - 10:45 am - More than Money: Serving a New Generation of Investor
Jackie Wilke, First Trust
10:45 am – 11:00 am Break
11:00 am - 11:45 am - Fixed Income Reimagined -- Navigating Volatility and Unlocking Opportunity
Tony Aukett, MainStreet Advisors, Brian Cordes, Cohen & Steers and Austin Stockfisch First Trust
Business casual attire is appropriate for all conference sessions and evening events. The weather in Chicago during the month of June can be unpredictable. High temperatures can range from the mid-60s to mid-70s.
Several options are available for transportation to and from O’Hare International Airport or Midway International Airport.
Airport Express Shuttle
Call 888.284.3826 for this shuttle service, which is approximately $75 per person from O’Hare or approximately $55 per person each way from Midway, plus gratuities at your discretion.
More information: www.airportexpress.com
Taxi
Found on the lower level outside of all O’Hare terminals and outside of Group Transportation at Midway, taxis are plentiful and will cost roughly $50 (one-way, not including gratuity).
Rental Car
Both airports have car rental desks if you prefer to rent a car.
Parking
If you will be driving to the conference, parking is available in the InterPark Garage which is located at 181 N. Dearborn Street, approximately two blocks from the conference location.
Additional parking garage locations can be found at: www.chicagoparkingmap.com
Public Transportation
Convenient from both airports, the elevated train (referred to as the “L”) goes directly from both airports into downtown Chicago. The cost is $5 (one-way) and you must purchase your ticket at station kiosks before entering the train.
From O’Hare Airport
Take the “Blue Line” into the city (an estimated 60 minute ride). Trains leave every 6-10 minutes during the day, and every half-hour in the evening.
From Midway Airport
Take the “Orange Line” into the city (an estimated 40 minute ride). Trains leave every 6-15 minutes. Trains from Midway are closed from 1:30 am until 5:00 am. The train station is a significant walk from the terminal.
Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.
Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.
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