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Focus 2017



Pre-Conference Workshop
Tuesday, September 12 at 2:00 p.m.

Welcome Reception:
Tuesday, September 12 at 5:00 p.m.

FOCUS 2017:
Wednesday, September 13 (8:15 a.m. — 5:00 p.m.)
Thursday, September 14 (8:15 a.m. — 3:00 p.m.)


  • Meet and engage with Northern Trust senior management and investment professionals including including Bob Browne, CFA®, Chief Investment Officer, Jim McDonald, Chief Investment Strategist, Matt Peron, Managing Director, Global Equity, Carl Tannenbaum, Chief Economist, Colin Robertson, Managing Director, Global Fixed Income, R. Hugh Magill, Chief Fiduciary Officer, Suzanne Shier, Practice Executive, Wealth Planning and Tax Strategy and Shundrawn Thomas, Head of Funds and Managed Accounts, as well as other investment management experts and industry peers from around the country.

  • Enjoy two days of objective commentary and analysis on the economic and market environments and acquire strategies for identifying and capitalizing on global investment opportunities and managing risk.

  • Gain insight on the connection between U.S. politics and policy development and the global business climate with Keynote Speaker Jonathan Lieber, head of Eurasia Group’s United States practice.

  • Master the art of high impact leadership with Keynote Speaker Alison Levine, team captain of the first American Women’s Everest Expedition.

  • Choose breakout sessions from three tracks offering the opportunity to dive deeper into the issues and topics that are most relevant to your business objectives:
    1. Equities In DepthListen to Northern Trust’s team of Senior Equity Analysts as they discuss the rationale behind our equity sector views and Equity Guidance List ratings

    2. Portfolio ManagementExplore the art and science of developing effective portfolio solutions to meet a range of investment goals

    3. Practice ManagementDiscover practical strategies to win new business, enhance the client experience and improve practice efficiency — all to help drive profitable growth


Enjoy an outstanding opportunity to engage our experts in face-to-face conversation around the issues that are most important to you. Our Equity Analysts will be on hand to discuss sectors and individual stocks; our Asset Allocation Strategists will be available to answer your questions on strategic asset allocation and tactical positioning and our Portfolio Construction Specialists can provide insights on risk exposures and product fulfillment.


Renaissance Chicago Downtown Hotel
1 West Wacker Drive, Chicago, IL 60601
312-372-7200 | Website



Attendance is included for clients as a component of the FOCUS Investment Research service.

Other Interested Parties: $995
Please Note: Should you make the decision to become a FOCUS client by 12/31/17, the FOCUS 2017 registration fee will be deducted from your 2018 FOCUS Investment Research subscription fee. A one time deduction of $995 will apply.




Register Here

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More Information:


Please contact:
The Northern Trust Investment
Solutions Group • 855-645-8303



CFP: Approved for 15.5 CE credits
IMCA® has accepted FOCUS 2017 for 15 hours of CE credit towards the CIMA®, CIMC®, and CPWA® certifications.
CTFA: Approved for 13 credits
CPE: Conference participants can earn up to 16 CPE credits in Economics, Finance, Information Technology, Business Management & Organization, Regulatory Ethics, Taxes, Communications and Marketing, Personal Development and Specialized Knowledge Fields of Study.

Learn More About Earning CPE Credit at FOCUS 2017