College of Business > About > Centers & Institutes > John L. Keeley Jr. Center for Financial Services > Events > Wealth Management Conference

Wealth Management Conference

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

The theme of the 2018 management conference was Bitcoin and cryptocurrency.

Past Wealth Management Conferences

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.
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)