Midwest RIA Summit
23
Mar
-
23
Mar
2023
When
Chicago

USA
Where

The third annual Midwest RIA Summit is a one day meeting of 100+ independent registered investment advisors based throughout Illinois and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

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23 - 23 Mar 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Chief Investment Officer
President and Financial Advisor
Partner
Principal and COO
Partner
Founder, President & Chief Executive Officer
Senior Investment Strategist
Founding Principal
Managing Director, Head of Fixed Income (Co-Head of Investment Department)

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Barclays

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography.

Principal Financial Group

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

Proteus, LLC

Proteus is much more than an alternative/private investment platform.

NightShares

NightShares ETFs are designed to capture the Night Effect, a historical source of differentiated returns and volatilities within equities, bringing new power to a range of short and long-term investing strategies.

Halo Investing

Halo Investing is the first multi-issuer technology platform for protective investment solutions.

Grubb Properties

Grubb Properties, founded in 1963, is a vertically integrated real estate fund manager focused on the Essential Housing space through its Link Apartments℠ brand.

CNL Financial Group

CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets.

Calamos Investments

Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.

Hatteras Investment Partners

We at Hatteras Investment Partners feel strongly that the value added is not Hatteras. We believe the true value added is the trusted Financial Advisor; be it an RIA, a Family Office or a Consulting Firm.

Sprott

Sprott is a global asset manager providing clients with access to highly-differentiated precious metals and real assets investment strategies. We are specialists. Our in-depth knowledge, experience and relationships separate us from the generalists.

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