Webinar
Economic Outlook
with
Jason Laurie CFA, CFP
Managing Director and Chief Investment Officer
Altair Advisors
and
David J. Lin CFA
Director of Investment Research
Altair Advisors
MCLE approved for 1.0 hr General Credit
CFP approved for 1.0 hr CPE
CPA certificate of attendance provided
Jason Laurie
A founding partner and managing director, Jason has chaired Altair’s Investment Committee since 2011 and succeeded Steve Weinstein as the firm’s Chief Investment Officer (CIO) in January, 2018. As CIO, he is responsible for leading the strategic direction of the firm’s investment advice in collaboration with Altair’s Research Team. Jason also serves as the lead consultant on numerous client engagements.
Jason helps clients achieve their long-term financial goals through the integration of investment management and financial planning. He works in close collaboration with his clients’ broader team of professional advisers to create customized investment strategies that maximize wealth preservation while also taking advantage of wealth creation opportunities. With 20 years of client portfolio experience, he is particularly skilled at helping clients navigate transitional life events such as the sale of a business, the distribution of a trust, retirement, or divorce.
Jason has lectured before several professional groups including the World Presidents’ Organization, and is quoted in both the local and national media. Jason was selected as one of Chicago magazine’s Five Star Wealth Managers for 2010, 2011, and 2013.
Prior to forming Altair, Jason was a manager in Arthur Andersen’s Private Client Services practice. He oversaw engagements that coordinated investment advisory services with other wealth planning strategies. In addition to his work with high net worth individuals, Jason developed and conducted retirement investment planning seminars for employees of leading Chicago corporations. Prior to Andersen, Jason worked at the investment research firm Ibbotson Associates where he was in the group that developed and maintained asset allocation software.
Jason is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the CFA Society of Chicago. Jason graduated cum laude from the University of Notre Dame, with a BBA degree in finance and concentration in computer applications.
Jason resides in Chicago’s Lakeview neighborhood.
David Lin
As Director of Investment Research for Altair Advisers, David J. Lin is responsible for leading the research team’s ongoing due diligence efforts, which include identifying, evaluating, selecting, and monitoring investment managers across various asset classes and vehicle structures. The research team employs a disciplined and rigorous research process that combines both quantitative and qualitative analyses for evaluating managers in Altair’s client portfolios. He also serves on the firm’s Investment Committee, the central decision-making body, which approves recommended managers and determines tactical allocation changes.
Prior to joining Altair, David held various positions at William Blair, a global investment banking and asset management firm headquartered in Chicago, Illinois. He began his career at William Blair in 2004 as a sell-side equity research analyst, providing coverage on companies in the commercial, business, and information services sectors. In 2008, David served as a senior research analyst in William Blair Select, the firm’s open architecture group, and was responsible for leading investment manager searches and monitoring current investment managers as part of Select’s due diligence process. In 2014, David became the Chief Investment Officer of the Grant Private Client Group within the private wealth management department of William Blair. He was responsible for manager due diligence, manager selection and monitoring, and portfolio asset allocation, servicing approximately 120 high-net-worth individuals and families with a total near $1 billion in assets.
Prior to joining William Blair, David was a senior consultant in Deloitte’s Financial Advisory Services practice. He provided specialized consulting and appraisal services to determine the value of closely-held business enterprises, restricted securities in public corporations, and intangible assets in connection with internal management forecasts, taxation planning, bankruptcies, and mergers and acquisitions.
David is a CFA charterholder and is a member of the CFA Society of Chicago. He graduated with honors from the University of Illinois Urbana-Champaign, with a BA degree in Finance.
David resides in Wilmette with his wife, Sarah, and two young daughters.
