| Date |
Topic |
Location |
Attendees |
Speaker |
UPCOMING
1/17/2012 |
The Fundamentals of Annuities for the CPA |
Union League Club of Chicago |
Open to all CPA's |
Steve Peterson CPE |
| 10/27/2011 |
Retirement Strategies-Why Diversification Matters & Income Opportunities Within a Real Estate Fund |
Hotel Arista-Naperville |
Open to all clients |
Matt Joki-Principal Funds
Jeff Kremin-KBS Capital Markets Group |
| 10/19/2011 |
Low Volatility Equity Strategies & The Benefits of Investing in Real Assets |
Morton's Steakhouse |
Open to all clients and CPA's |
Aaron Cates-Calamos Investments
Alan Konn-Uhlmann Price Securities |
| 7/09/2010 |
Market Overview - the trends and opportunites |
Conference Call |
Open to all clients |
Joe Cronin-American Funds |
| 5/13/2010 |
A more diversified investment portfolio |
Arista Hotel-Naperville |
Open to all clients |
John Calamos-Calamos Investments Jeff Kremin-KBS
Alan Delcorse-EIM |
| 4/14/2010 |
Investment strategies for "serious money" |
Rosebud's Restaurant-Naperville |
ATT employees |
Alan Delcorse-EIM |
| 4/7/2010 & 3/03/2010 |
Investment strategies for "serious money" |
Morton's Restaurant-Chicago |
Integrys employees |
Alan Delcorse-EIM |
| 2/04/2010 |
Managed Futures:"portfolio diversification opporunities" |
Stonebridge CC-Aurora |
Open to all clients |
Ed Pennington-Man Investments
Alan Delcorse-EIM |
| 11/11/2009 |
Commodity Asset Class:"a permanent or flexible part of your portfolio?" |
Stonebridge CC- Aurora |
Open to all clients |
Alan Konn-Uhlmann Price Securities, LLC |
|
