An Event For Financial Industry Entrepreneurs and Startups
Join The Financial Startup Revolution...
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Opening Address (1PM): The Evolution of Chicago's Financial Markets & The Rise of The Startup
Session 1: It's Simple...You Can't Afford To Waste Money On Marketing Your Startup
In this panel, two financial marketers tell you how to get the most from your marketing as you grow. Whether you're bootstrapping or venture-funded, it's critically important that you get a solid return on your marketing dollars.
Panelist: Skip Shean, CEO, 16Wells and former head of marketing at tradeMONSTER and VP, Business Development at optionsXpress
Panelist: Gary Kreissman, Founder, Keyversion and Former CEO, Precision Prospects
Session 2: Moving To The Front of the Pack -Growing AUM In The Most Competitive Arena of Financial Services
Asset management is one of the most-popular arenas for financial entrepreneurs. But all new ventures in this space live and die by a single metric - AUM. How do you grow your AUM to a sustainable level? How do you overcome the many obstacles preventing new funds from attracting seed capital? How do you attract large pension and hedge fund investors to your fund? Our session will discuss these topics and much more.
Moderator: Michael Cavanaugh, RCM Financial Services and Board President, Small Business Advocacy Council
Panelist: Desmond Clark, Wayne Messmer and Associates and former Chicago Bear
Panelist: Bill Ulivieri, Cenacle Capital Management
Panelist: Tom Young, Kaizen Financial Distributors
Alan Grigoletto, Director of Advisor Services, Options Industry Council
Session 3: How Do I Fund My Financial Startup?
There are many resources aimed at Chicago entrepreneurs. But few of those resources understand the unique needs and challenges of the financial sector. We'll explore those challenges with recently funded startups as well as firms that invest in new financial ventures.
Moderator: Mark S. Longo, President, The Options Alliance and CEO, Options Insider Media Group
Panelist: David Karrow, Partner, Third Stone Partners
Panelist: Gideon Agar, CEO, TradeLegs
Panelist: Mark Fields, SVP, Strategic Investment Group, CME Group
Kyle Zasky, Partner, SenaHill Partners
Come Learn About, And Network With, Chicago's Financial Startup Community
Monday, December 8
Program begins at 1pm
Networking Cocktail Reception immediately following program
(beer, wine and appetizers provided)
For more information, contact Jean Crotty at firstname.lastname@example.org or 312-234-9594.
Arditti Center for Risk Management, DePaul Center
1 E. Jackson Blvd, Chicago
Options Alliance Members: $35