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Wealth Management Conference

The Center for Financial Services hosts an annual Wealth Management Conference, co-sponsored by LPL Financial. Each year, the conference covers a different theme pertinent to the Wealth Management field. A recurring theme is Socially Responsible Investing.

2017 Wealth Management Conference

Demography, Technology, and Other Disrupters: Negotiating the Winds of Change in Wealth Management

Featuring keynote speaker Todd Buchholz

Wealth managers and their clients can be forgiven for feeling buffeted by the crosswinds that are bearing down on their industry. Digital innovation, demographic shifts, new regulations and evolution of the traditional service model are converging to fundamentally alter the client experience. Our speakers will address how the industry is adjusting to ensure that it makes that experience responsive to the expectations of both their traditional and emerging constituencies.

Todd Buchholz

Monday, March 13

Michigan Room
University Club of Chicago
76 E. Monroe St. Chicago

3:30 p.m.   Registration (Michigan Room)
4:00 p.m.   Panel: Demography, Technology, and Other Disrupters (Michigan Room)
  • Peter Langas; Managing Director and Chief Portfolio Strategist; Bessemer Trust
  • Mac MacLellan; President & Chief Executive Officer; Central Region—Wealth Management, Northern Trust
  • Karin Prangley; Senior Vice President and the Midwest Director for the Center for Women and Wealth; Brown Brothers Harriman & Co
  • Kendra Thompson; Managing Director; Financial Services Group—Wealth Management, Accenture
  • Josh Whitcraft; Senior Director and Head of Client Solutions; Addepar
5:30 p.m. Reception (Monroe Room)
6:00 p.m.     Dinner (Michigan Room)
6:45 p.m. Keynote Presentation by Todd Buchholz (Michigan Room)

You can find the full program, with biographies of our keynote speaker and panelists, below:
Please respond no later than February 27 by contacting the Office of Advancement
at (312) 362-8455 or

Past Wealth Management Conferences

2015-2016 Conference

Socially Responsible Investing

Perhaps the single factor justifying continued attention to SRI as a conference theme is the estimate that one of every six dollars of U.S. assets under management is now classified as SRI related. This is up from one of every nine dollars at the time of our conference in 2014 and an increase of 76% since 2012. The numbers are even more dramatic in Europe. SRI is clearly becoming a mainstream focus of asset managers, driven by a growing cadre of constituencies with specific areas of interest.