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MSA Fall Conference 2018


Agenda

MainStreet Advisors 2018 Fall Conference Agenda


WEDNESDAY, SEPTEMBER 19

5:30PM – 8:00PM Welcome Reception
  MainStreet Advisors Office
 
THURSDAY, SEPTEMBER 20

8:00AM – 8:30AMRegistration & Continental Breakfast
  Morningstar, Inc
 
8:30AM – 9:30AMWelcome/Opening Remarks
  John Crosson, President & Founder / MainStreet Advisors

  Sally Sargent, Senior Managing Director / Head of Wealth  Management, MB Financial Bank, N.A.

  Jonathan Reynolds, SVP and Chief Investment Officer / Fifth  Third Wealth and Asset Management

9:30AM – 10:45AMAre You Ready for Maximum Pressure?
  Marko Papic, Senior Vice President - Geopolitical Strategy /   BCA Research

10:45AM – 11:00AM Break/Business Card Exchange
 
11:00AM – 11:45AM Take Stock of Your Game: Championship Teams at Work
  Ellen Schnur & Jim Mecir / ImprovTalk
 
11:45AM – 1:00PM Lunch
 
1:00PM – 1:45PM Mind, Heart & Wallet: Trends In Socially Responsible   Investing
  Anne T. Durkin, CFA, Portfolio Manager / MainStreet Advisors
 
1:45PM – 2:30PM Bitcoin, Blockchain, Baffled? Understanding Cryptocurrency
  Lamont Black, Assistant Professor of Finance / DePaul  University

2:30PM – 2:45PM Break/Business Card Exchange
 
2:45PM – 3:30PM Market and Economic Perspectives
  John Tousley, CFA, Managing Director / Goldman Sachs
 
3:30PM – 4:30PM Portfolio Management Panel Discussion
  MainStreet Advisors Portfolio Management Team
 
5:30PM Trolley Tour
  Enjoy a trolley tour of Chicago. Trolleys will pick up guests at   The Alise Chicago and The Hyatt Regency and will travel   our final destination, River Roast, for dinner.
 
6:00PM – 10:00PM Cocktails and Dinner at River Roast
  Join MainStreet Advisors for cocktails and dinner at River   Roast, 315 N. LaSalle Street. Cocktails will begin at 6:00 pm,   with dinner following at 7:00 pm.
 
FRIDAY, SEPTEMBER 21

8:30AM – 9:00AM Continental Breakfast
  Morningstar, Inc

9:00AM – 9:45AM Fixed Income Investing Outlook
  Ashok Bhatia, CFA, Managing Director / Neuberger Berman
 
9:45AM – 10:30AM 8,000 Days: Envisioning Retirement in a New Way
  Thomas Barrett, III, Director - Strategic Markets / Hartford  Funds

10:30AM – 11:00AM Break/Business Card Exchange
 
11:00AM – 11:45AM MainStreet Advisors Investment Update
  Thomas McKinstry, CFA, Investment Research Manager /  MainStreet Advisors

11:45AM – 12:00PMClosing Comments
  John Crosson, President & Founder / MainStreet Advisors

12:00PM Box Lunch

 

*Agenda is subject to change. Please check back for updates.