Tuesday, September 12 at 2:00 p.m.
Tuesday, September 12 at 5:00 p.m.
Wednesday, September 13 (8:15 a.m. — 5:00 p.m.)
Thursday, September 14 (8:15 a.m. — 3:00 p.m.)
1. Equities In Depth — Listen 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 Management — Explore the art and science of developing effective portfolio solutions to meet a range of investment goals
3. Practice Management — Discover practical strategies to win new business, enhance the client experience and improve practice efficiency — all to help drive profitable growth
ANALYST ROUNDTABLE SESSIONS:
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.
FOCUS 2017 SPONSORS:
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.
CFTA: 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.