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End of Year Market Update

  • December 08, 2021
  • 7:15 AM - 9:00 AM
  • Butterfield Country Club

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  • Guests may attend two meetings per lifetime, then must become a Member to participate further.

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End of Year Market Update
Jason M. Laurie

  1.0 CLE General Credit approved 
1.0 CFP CE approval pending

CPA CPE attendance certificates provided

Join us for an update on the financial markets and the economy from Altair Adviser’s Chief Investment Officer, Jason Laurie. He will address issues of employment, inflation, tax legislation, valuations and other key factors shaping the market and economic outlook heading into 2022.

 Jason M. Laurie, CFA®, CFP®

Managing Director and Chief Investment Officer


Jason has, as a founding partner and managing director, 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® charter holder 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.

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
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