KIM Summit 2024
Building the Foundations of a Refined Practice
Kingsview Investment Management's
September 16th - 17th
Join us for the 2024 KIM Summit, as we unveil our blueprint to
"Building the Foundations of a Refined Practice."
We will set the framework to ensure that your financial practice is structurally sound. Our expert speakers will provide you with the tools and knowledge to navigate the financial landscape, from foundational principles to advanced investment techniques.
PLAN YOUR TRIP
ARRIVAL IN CHICAGO: 9/16/24
Fly into Chicago O'Hare International Airport (ORD) OR Chicago Midway (MDW) in the morning on 9/16/24 so you can attend the CBOE Bell Ringing at 2:30PM
ACCOMODATIONS
540 Michigan Ave, Chicago, IL 60611
Kingsview Partners will cover attendee rooms on Monday 9/16/24 and Tuesday 9/17/24. If you choose to extend your stay in Chicago, you are responsible for booking those accommodations independently.
CONFERENCE DAYS
Monday 9/16
CBOE Bell Ringing
Volume Factor Book Signing with Buff Dormeier
Welcome Reception/Dinner at The Old Post Office
433 W Van Buren Street Chicago, IL 60607 - Telegram Lounge – 2nd floor
Tuesday 9/17
Breakfast Provided by the CBOE
State of the Market & Economy
Client Expectations & Behavioral Investing
Lunch Provided by Firenze Catering
INKWYD Live in Chicago
Inside KIM
After Party / Dinner
Dinner on Chicago's First Lady Architectural Cruise
DEPARTURE: 9/18
Leave with a deeper understanding of the bottom line & the future of KIM
KIM Summit: Speakers
Scott Martin, CIO
Sean McGillivray, CEO
Neil Peplinski, PM
Mitch Ehmka, CTO
Buff Dormeier, CTA
Misty House, COO
Yash Patel, PM
Kevin Swanson, CCO
Jake Bauer, VP
Michael Arone, CFA
Chief Investment Strategist, SPDR®
State Street Global Advisors
Michael is the Chief Investment Strategist for the SPDR® Americas Business. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.
KIM Summit: Sponsors
A very special thank you to our sponsors, who have helped architect the advisor experience for the KIM Summit 2024!
