AIMSE Chicago Consultant Presentation Featuring Fiducient Advisors

AIMSE Chicago Consultant Presentation Featuring Fiducient Advisors

You’re invited to join AIMSE Chicago for a consultant presentation featuring Fiducient Advisors. Register today and prepare to learn from leaders from Fiducient who will provide an update on the firms’ institutional, Financial Institutions, and wealth practices, along with current research priorities and initiatives. Following the presentation will be a holiday networking reception to further engage and connect with your peers.

Event Address:

Renaissance Chicago Downtown Hotel
Looking Glass Ballroom, 3rd Floor
1 West Wacker Drive
Chicago, IL 66501


3:00 p.m. – 3:30 p.m. Registration & Networking
3:30 p.m. – 5:00 p.m. Consultant Presentation with Q&A
5:00 p.m. – 7:00 p.m. Holiday Networking & Cocktails


Doug Balsam, Director of Institutional Consulting
Adam Newell, CFA; Director of Consulting for The Wealth Office
Joe Cortese; Senior Consultant, Financial Institutions
Brad Long, CFA; Deputy CIO

Registration Fees:

AIMSE Members: $110
Non-Member: $135
Proof of vaccination will be required to attend this event.
(Details to follow.)
Capacity is limited and is available on a first-come, first-served basis via online registration only.
Refunds will not be issued. Registration fee is non-transferable.



Dec 08 2021


3:00 pm - 7:00 pm


Renaissance Chicago Downtown Hotel
Chicago, IL


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