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InterContinental Magnificent Mile

InterContinental Chicago Magnificent Mile
505 North Michigan Avenue
Chicago, IL 60611

Platinum Series Sponsor

TD Ameritrade Institutional TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA

Platinum Sponsor

Ameriprise Financial Ameriprise Financial
What sets us apart from other financial firms? We listen closely and take the time to understand your complete financial picture — your cash and liabilities, protection, investments and taxes. Through our personal approach to financial planning and advice, we can help you bring your dreams and goals to life.

Series Sponsor

Raymond James Raymond James
From humble beginnings, Raymond James has grown steadily, inventively and always responsibly to become one of the largest non-bank-owned financial services firms in the country. So, we're big enough to offer you powerful resources, but never so big that we don't have time for what matters most: you and your clients.

Our goal isn't to be the firm for everyone – it's to be the right firm for advisors like you.

Event Sponsors

CBRE Clarion CBRE Clarion Securities
CBRE Clarion Securities is an industry-leading global investment management firm specializing in the management of real assets including listed real estate and infrastructure securities. Headquartered near Philadelphia, Pennsylvania, the firm manages $25 billion in assets and has over 85 employees located in offices in the United States, United Kingdom, Hong Kong, Japan, and Australia.

CBRE Clarion Securities is the listed equity management arm of CBRE Global Investors. CBRE Global Investors is an independently operated affiliate of CBRE Group, Inc. (NYSE: CBG) the world’s premier, full-service commercial real estate services and investment company. CBRE Group, Inc. has approximately 40,000 employees in more than 400 offices worldwide.
CFP Board CFP Board
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.
Croesus Croesus
Since 1987, Croesus has been providing investment professionals with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Over 9,000 investment professionals use Croesus to manage more than $500 billion in client assets across 5.25 million accounts. Croesus has built its reputation on its ability to implement its software efficiently, convert large complex data successfully, and to provide accurate performance calculation.
Ellevate Network Ellevate
Ellevate is a global professional women's network dedicated to these beliefs and to the economic engagement of women worldwide. The most expansive and diverse network of its kind, our community is made up of successful, motivated and passionate professional women from various industries and walks of life with one common belief: that investing in themselves and in other women is good business.
GCG Financial GCG Financial
GCG Financial has been working with individuals, families, businesses, non-profits, and other organizations to improve their productivity and bottom line. Our clients expect their wealth and sense of well-being to grow and their businesses to prosper. As a result they expect innovative recommendations delivered by a trusted advisor who cares.
Markel Cambridge Alliance Markel Cambridge Alliance
Markel Cambridge Alliance, a division of Markel Services, Inc., 4600 Cox Rd., Glen Allen, VA 23060
Offering Errors & Omissions Insurance for RIAs and IARs. For over twenty-five years and counting, the program is available nationwide and endorsed or denoted by several financial associations and custodians. Their experienced staff specializes in individualized service. Information at, or contact Greg Severinghaus,, or call 804-527-7925. NYSE: MKL.
MetLife, Inc. MetLife, Inc.
MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving customers in over fifty countries. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia Pacific, Europe and the Middle East.

*MetLife, Inc. and its affiliates are collectively and singly referred to as “MetLife”
OppenheimerFunds, Inc. OppenheimerFunds, Inc.
OppenheimerFunds, Inc. (OFI) is one of the largest and most reputable investment management firms in the country. OFI and its subsidiaries offer a broad array of products and services to individuals, institutional investors and corporations worldwide. OFI, including its subsidiaries, managed more than $249 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of June 30, 2014.
The Advisor Center The Advisor Center
The Advisor Center is an online platform empowering advisors to research their career options, make targeted connections and engage with leading firms while maintaining their anonymity. The Advisor Center also provides firms with a powerful visibility and opportunities for engagement with potential recruits.
The Gemini Companies The Gemini Companies
The Gemini Companies have over 30 years of experience in providing comprehensive pooled investment solutions to independent advisors and the investment community. Our services include helping clients bring their own investment vehicles to market and providing full-servicing of mutual funds, hedge funds, exchange-traded funds and other pooled investment products, including distribution services.
The Options Institute at CBOE The Options InstituteSM at CBOE
The Options InstituteSM at CBOE is recognized worldwide as the leader in options education. We are committed to advancing options and volatility education for financial advisors, institutional portfolio managers, and individual investors at all levels of knowledge. Trusted industry experts with a wealth of options knowledge and experience instill innovative strategies and resources to build knowledge and confidence to trade in one of the most dynamic securities markets today!

Interesting in Sponsoring or Exhibiting?
Connect with hundreds of top financial advisors. Click here to learn more about our audience. For more details on sponsorship packages contact Michael Schott at or 212-803-8567.

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