Past Agenda

2019 Agenda Coming Soon

Tuesday, May 15, 2018

10:00am – 10:30am

Registration opens for pre-luncheon networking and discussion—winner invite only

10:30am – 11:30am

Becoming the employer of choice: How unique compensation, staffing & growth strategies are creating winning cultures

The competition for talent in the financial advice industry is at an all-time high. The industry’s top firms, however, are findings strategic and creative ways to attract – and retain – elite talent, create truly unique cultures, and ultimately out-perform peers. This session will focus on how several top firms are accelerating their growth and, importantly, maintaining a culture of excellence as their organizations expand and evolve. InvestmentNews Research will also specifically highlight the hiring, compensation, organic and acquisition strategies that are re-shaping the advisory industry landscape.


Mark Bruno, Associate Publisher, InvestmentNews


Matthew Sirinides, Senior Research Analyst, InvestmentNews

Allison Felix, Chief Operating Officer, Cassaday & Company, Inc.

Rick Kent, CEO, Merit Financial

Kay Lynn Mayhue, President, Botsford Financial

11:30am – 12:15pm

Luncheon registration and sparkling reception

12:15pm – 2:30pm

Awards luncheon

Sponsored by


University Club of Chicago

76 East Monroe Street

Chicago, IL 60654

Tel: (312) 744-1900

Get directions and parking info

Dress Code: Business casual attire or better is required at the University Club.

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