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2019 Economic Outlook and Market Strategy

  • December 12, 2018
  • 7:15 AM - 9:00 AM (CST)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

Register

Speaker: Richard J. Milton, Main Street Advisors
Topic: Economic Outlook

Presentation Overview:  Mr. Milton will discuss his outlook for the economy and markets in 2019; including positioning portfolios for the late stages of an economic expansion and future recession.

Speaker Biography: 

Richard J. Milton, CFA 

As a founding Partner of MainStreet Advisors Mr. Milton is responsible for relationship management, portfolio management, and business development. He is frequently invited to speak at conferences and has had the privilege of sharing his investment insight with trust and wealth management professionals across the country.

Prior to MainStreet Advisors, he served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton began his career at Bank One in Chicago as an Investment Officer. He later accepted a position as a Senior Analyst in the Private Equity Valuation Group at KPMG LLP.

  • Chartered Financial Analyst (CFA®)
  • Member of the CFA Institute
  • Member of the CFA Society of Chicago
  • University of Iowa, BA Economics

Thank you to our sponsor


Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m


DuPage County Estate Planning Council | P.O. Box 3217 Oak Brook, IL  60522
Tel.  708.338.0760 | Fax. 708.401.0360 | dpcepc@navandassoc.com

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