Annual Conference

EACH SPRING, MAINSTREET HOSTS AN ANNUAL CLIENT CONFERENCE IN CHICAGO

Every year, we look forward to learning about the trends, opportunities, and challenges ahead. We select a theme for the conference and carefully curate the most relevant materials. Additionally, MainStreet invites outside speakers to join us and share their perspectives.

Our annual conference also offers attendees the opportunity to meet face-to-face with their Portfolio Managers and interact with our entire team.

If you’re a client of MainStreet Advisors, this event is for you! Look for more information in the spring of 2025.

AGENDA

5.15.24 - Welcome Reception
- 5:30 pm - 8:00 pm - Avli on The Park, 180 North Field Boulevard, Chicago, Rooftop Terrace weather permitting

8:00 am - 8:45 am - Continental Breakfast
8:45 am - 9:45 am - Opening Remarks - John Crosson, Founder/Chief Executive Officer, Alex Urbani, President/Head of Revenue & Michael Steele, Chief Operating Officer, MainStreet Advisors
9:45 am - 10:30 am - Market Perspectives: Second Half Setup - Thomas McKinstry, Head of Investments, MainStreet Advisors
10:45 am - 11:45 am - MSA Manager Select: Third Party Manager Platform - Alex Urbani, President/Head of Revenue, MainStreet Advisors & Bob Mehringer, Managing Director, ICR Partners
12:45 pm - 1:30 pm - Demystifying Direct Indexing - Sean Whitney, Senior Portfolio Manager, MainStreet Advisors and Mohan Naidu, Founder/Chief Executive Officer, Alphathena
1:30 pm - 2:15 pm - How Will Generational AI Impact Our Industry? - Lawrence Johnson, Senior Vice President/Head of Fintech Engagement, Morningstar, Inc. and Christopher Steimle, Product Manager, Artificial Intelligence Office, Morningstar, Inc.
2:30 pm - 3:30 pm - Alternative Investments: Venture Capital, Private Equity, Real Estate, and much more - Igor Marjanovic, Senior Portfolio Manager, MainStreet Advisors and Jeremy Bear, Business Intelligence Manager, First Trust Capital Management L.P.
3:30 pm - 4:00 pm - Deep Dive: MSA Manager Select, Direct Indexing, and Alternative Investments
6:00 pm - 9:00 pm - RPM Events, 317 North Clark Street, Chicago, Dinner

8:30 am - 9:00 am - Continental Breakfast
9:00 am - 10:00 am - Putting the Income Back in Fixed Income - Tony Aukett, Fixed Income Manager, MainStreet Advisors, along with panelists - Byron Mims, Executive Director, Senior Fixed Income Portfolio Manager/Head of Asset Backed Securities, Sterling Capital Management, LLC and Karen Manna, Vice President/Fixed Income Client Portfolio Manager/Portfolio Manager, Federated Hermes
10:15 am - 11:45 am - Wealth Management for Gen Z and Beyond - Lamont Black, Associate Professor of Finance, Director of DePaul DBA Program at DePaul University, Dan Stelmach, Founder, Changed, Joel Birch Founder/Chief Executive Officer, Path, and Eileen Lundberg, Co-Founder/Chief Financial Officer, Spave
11:45 am - Closing Comments
12:00 pm - Lunch

CONTINUING EDUCATION

ABA PROFESSIONAL CERTIFICATIONS

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. MainStreet Advisors 2024 Client Conference “Think Different.” has been approved for the following credits:

CTFA - 6.75 Credits
CSOP - 6.75 Credits
CRSP - 5.75 Credit

This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com.

CERTIFIED FINANCIAL PLANNER

MainStreet Advisors 2024 Client Conference “Think Different” has been approved for continuing education credits.

HOURS GRANTED: 10.00

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

VENUES

Conference Sessions

Morningstar 22 West Washington, 7th Floor, Chicago

Wednesday Evening's Welcome Reception Event

Avli on The Park 180 North Field Boulevard Street, Chicago

Thursday Evening's Dinner Event

RPM Events 317 North Clark Street, Chicago

ACCOMMODATIONS

A block of rooms has been reserved for our spring conference the Staypineapple Chicago which is conveniently located across the street from our conference venue.

STAYPINEAPPLE

1 West Washington Street
Chicago, Illinois 60602

Reservations by phone: 1.866.866.7977
Reservations by email: [email protected]
CLICK HERE TO BOOK ONLINE
Room Rate: $259

The cutoff date for booking a preferred rate room at the Staypineapple is April 26, 2024. If you're making reservations by phone, please indicate you are with MainStreet Advisors Spring Conference for ease of booking.

Please note that the online booking code will only work for contracted room nights. If you would like to come in early or stay a day later, please make your reservations by calling the hotel you plan on staying at or contacting them by email.

ATTIRE

Business casual attire is appropriate for all conference sessions and evening events. The weather in Chicago during the month of May can be unpredictable. High temperatures can range from the mid-50s to mid-70s.

TRAVEL

Airport Transportation

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.

Schedule information: www.transitchicago.com

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.

CONTACT

If you have any questions regarding our conference, please feel free to contact:

MainStreet Advisors
(312) 223-0270
or via email at [email protected]