Next week is the 2017 Morningstar Investment Conference. My crew will be attending, speaking, and generally making our presence felt to the assembled multitudes in Chi-town.
We are just about booked up for the week, now down to the last couple of openings.
If you are a saver/investor/trader, and would like to find out more about our financial planning process, you can meet Kris Venne, our director of financial planning; if you want to learn more about our portfolio strategies, meet our head of investment research, Michael Batnick. If you are an institutional investor seeking to reduce costs and complexity in your portfolio, then by all means, come meet Ben Carlson, who heads up our institutional investment division.
Chicagoans, this is your chance to meet the team in your own backyards.
Please get in touch with us for next week by emailing Kris -at- ritholtzwealth dot com with the subject line “Chicago” — or visit our site for more information.