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  • Exit Planning Exchange
Exit Planning Exchange
Sep
19

XPX Chicago: Market Trends and State of the Economy Update

Details

Date & Time

Tue, Sep 19th, 2023 ⋅ 7:30am - 9:00am (CDT)

Location

Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523

Tickets

Chicago XPX Members
$30.00
Chicago XPX Members Same Day/Walk-in Fee
$40.00
Non Members
$55.00
Non Members Same Day/Walk-in Fee
$65.00
Guests

Registrants

30 people attended
AK
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
JS
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
DM
+25

Join XPX over breakfast to hear from a Wintrust economist and strategist, Jason Turner, on market trends and future economic forecasts. Speaker Jason Turner is the Chief Investment Strategist and Head of Multi-Asset Strategy for Great Lakes Advisors, affiliated Wintrust Wealth Management.

Our Speaker:


Jason Turner

Great Lake Advisors

Jason Turner is a member of Great Lake Advisors’ investment committee, authors market and economic commentary, regularly presents in the media and to professional conferences, and works with client portfolio managers to support institutional and private clients. As the Head of Multi-Asset Strategy, he is responsible for portfolio strategy, asset allocation, and for overseeing the firm’s manager due diligence and selection efforts. He is also a member of the firm’s Operating Committee and Management Committee. He has an MBA from DePaul and began in the industry in 2001.



AGENDA: 7:30-9AM

Networking 7:30-8AM
Breakfast, Presentation and Q&A from 8-9AM

REGISTRATION FEES:

XPX Chicago Members: $30
XPX Chicago Members Same Day/Walk-in Fee: $40

Non-Members $55
Non-Members Same Day/Walk-in Fee: $65

Buffet breakfast included.

Pre-registration online is a must for catering planning.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
AK
Allen Kutchins
KRD, Ltd.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
JS
Jeffrey Schulz
J. Krug
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Goldberg Heinze Business Advisors
DM
Doug Marcheschi
Daniel & Henry Insurance and Risk Managment
JT
Joseph Turek
MW Supply Chain Services
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
James Brace of Brace MCS is a member of XPX Chicago
James Brace
Brace MCS
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Mike Lindert of Strategic Elevation LLC, powered by Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Marc Bartolini of Entre Commercial Realty LLC is a member of XPX Chicago
Marc Bartolini
Entre Commercial Realty LLC
PA
Patti Anderson
First National Bank Small Business Finance
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
LA
Luis Alba
Huntington National Bank
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Huntington Bank
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
Margaret Griffin of Somercor 504 is a member of XPX Chicago
Margaret Griffin
Somercor
James Van Ham, CLU, ChFC, LACP of Van Ham and Tan Financial is a member of XPX Chicago
James Chfc Clu Cfp van Ham
Van Ham and Tan Financial
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
JP Morgan Private Bank
JT
Jason Turner
Great Lake Advisors
Tom Harris of BankFinancial - Commercial Finance is a member of XPX Chicago
Tom Harris
BankFinancial - Commercial Finance
Edward COLLINS-FANNER of RecBooks365 is a member of XPX
Edward Collins-Fanner Cpa
RecBooks365 | Fractional & Interim Accounting Services
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
EOS Worldwide
AG
Aaron Green
Fawn Lake Partners
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
SR
Srbo Radisavljevic
KRD Wealth Management LLC