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Wealth Management Conference

The Center for Financial Services hosts an annual Wealth Management Conference. Each year, the conference covers a different theme pertinent to the wealth management field. 

Bitcoin and Cryptocurrency: Promise or Peril?

The theme of this year's wealth management conference will be Bitcoin and cryptocurrency.

Register and learn more

Conference Agenda (May 7, 2018

2 p.m.: Introduction: Bitcoin 101
What is Bitcoin? What is cryptocurrency? How and why were they created? Lamont Black, assistant professor in the college's Department of Finance, will provide a “101” introduction to the basic concepts behind the cryptocurrency market.

2:30 p.m.: The Current State of Bitcoin and Cryptocurrency as an Asset Class
In our first panel, we will discuss the evolution of Bitcoin and cryptocurrencies as an asset class. The focus will be on the recent volatility in the cryptocurrency market. Panelists will provide an overview of the various market participants and explain potential drivers for the changes in valuation.

3:30 p.m.: Break

3:45 p.m. :Managing Bitcoin and Cryptocurrency for Investors
In our second panel, we will discuss the suitability of moving cryptocurrencies into the broader investment management space. We’ll hear from industry experts on both sides of the issue—those who are working with clients in the cryptocurrency market and those who have decided against it. Panelists will discuss regulatory and compliance issues as well.

4:45 p.m.: Reception

Conference Location:
Madison Room
University Club of Chicago
76 E. Monroe St.

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 percent 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.

2016-2017 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)