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  • Exit Planning Exchange
Exit Planning Exchange
Nov
16

XPX Chicago: Rescheduled - Market Trends and State of the Economy Update

Details

Date & Time

Thu, Nov 16th, 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

36 people attended
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Brad Mart of PivotPoint Company is a member of XPX Chicago
JS
+31

Now Rescheduled to November 16!

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.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
JS
Jeffrey Schulz
J. Krug
AK
Allen Kutchins
KRD, Ltd.
PA
Patti Anderson
First National Bank Small Business Finance
AH
Arthur Huenecke
Fortium Partners
AC
Andrew Cameron
SOGID Management Consultants, Inc.
James Van Ham, CLU, ChFC, LACP of Van Ham and Tan Financial is a member of XPX Chicago
James Lacp Chfc Clu van Ham
Van Ham and Tan Financial
MS
Michael Schodrof
UBS
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Joseph James Business Advisors LLC
Max Kopytko of KRD, Ltd. is a member of XPX Chicago
Max Kopytko
KRD, Ltd.
JT
Joseph Turek
MW Supply Chain Services
CB
Colin Bonnett
Merrill Lynch
LM
Lowell Mora
UCC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
CS
Carlos Sava
ProCFO Partners
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
JP Morgan Private Bank
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
5-Point Solutions - Software & IT Services
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
JT
Jason Turner
Great Lake Advisors
Mark Gaffin of SLS Capital Advisors & The Gaffin Group is a member of XPX Maryland
Mark Gaffin
SLS Capital Advisors & The Gaffin Group
JG
John Gotschall
Coaching Financial
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Tom Harris of BankFinancial - Commercial Finance is a member of XPX Chicago
Tom Harris
BankFinancial - Commercial Finance
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
Mike Lindert of Strategic Elevation LLC, powered by Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
EOS Worldwide
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
NO
Nathan O'Brien
KatzAbosch