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Dear Members,
As you know, we focus our summer activities in July and August on our own Social-Networking and other 3rd-Party events, and re-engage our monthly, catered dinner mtgs in Sept.  Many of you are taking vacations, traveling, and enjoying the summer weather.  However, please look for email announcements and on this website for news of a number of our very popular summer activities!!
Kind regards,
Sandy    C: 312-399-1901312-399-1901
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NEXT MONTHLY DINNER MEETING:  TUESDAY, SEPT. 9, AT NORTHERN TRUST, 50 SOUTH LaSALLE ST., CHICAGO, IL 60603:  Register below.
“Alternative Investments in the Real World - Hedge Funds and Private Equity”  6th Annual Northern Trust Dinner: 
This is always a very nice dinner with an important topic!  We'll share with you the latest research on these two asset classes and how Northern employs them to improve portfolio outcomes.  Alternative investments can offer meaningful diversification and return enhancing benefits to the broader portfolio, but optimal implementation has escaped most investors.  Successful investing in alternative assets requires a portfolio perspective, a deep understanding of underlying return drivers, and high selectivity.

5:30 p.m. = Dinner / Networking
6:30 p.m. = Presentation / Q&A
8:00 p.m. =
Adjournment / Social

Expert / Speaker:  Peter Mladina is the Director of Portfolio Research for the Wealth Management division of Northern Trust.  Pete works out of Northern's Los Angeles office:  2049 Century Park East, Suite 3600, Los Angeles, CA  90067; W: 310-282-3820310-282-3820; Email:  PJM7@ntrs.com

Peter is responsible for the empirical research, analytical tools, and education that support Wealth Management’s Investments practice. This includes research and tools that inform asset allocation, portfolio construction, manager selection and monitoring, and the development of investment capabilities and products.    

Previously, Mr. Mladina was the Director of Research at Waterline, a Los Angeles-based wealth management firm that was acquired by Northern Trust in 2010.  In addition to advising high-net-worth clients, Mr. Mladina helped Waterline develop innovative wealth management solutions and an empirical investment approach rooted in academic research.  Prior to Waterline, Mr. Mladina advised high-net-worth clients at myCFO and was previously a portfolio manager responsible for quantitative equity strategies and private investing programs for large pension funds.   

Mr. Mladina’s research on portfolio construction, expected return, common risk factors and manager skill has been awarded publication in peer-reviewed journals.  He is a frequent guest speaker at investment conferences and universities.  He received a BA in Economics from the University of California, Los Angeles and an MBA from Edinburgh Business School in Britain.


Member / Mtg Mgr:  John B. Leo, Chief Investment Officer, Northern Trust,
Central Region, Wealth Management Division, 50 South LaSalle Street, Chicago IL 60603; W: 312-444-3924312-444-3924, jbl@ntrs.com  
Please visit: 
http://northerntrust.com 
           THANK YOU, JOHN!!

John leads the portfolio management practice which is comprised of 125 investment professionals across 15 offices who are collectively responsible for roughly $70 billion in assets under management.    Mr. Leo has held various positions at Northern Trust including Director of Growth Equities within the Asset Management division and Senior Portfolio Manager/Team Leader in Wealth Management and is a member of the firm’s Investment Policy Committee.     He received a BS in Finance from Northern Illinois University and an MBA from the Booth School of Business at the University of Chicago.

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Dear Members,

Please renew, or initiate your 2014 membership now by check, or PayPal / Credit Card (button at very bottom of this page).  If you are joining at the  pro-rated, 2nd-half-year-rate of $275, please pay by check.  Thank you..
We're enjoying another robust, 24th year of extreme value and enjoyable events (about 40 total events in 2014), including monthly catered dinner meetings on timely topics with super speakers, numerous free, social-networking events, and free, 3rd-party business conf.s ($2,800 waived conf. fees in 2014, so far).  Thanks to all 131 Members for your continuing, loyal support.  It's a pleasure serving you!
Kind regards,
Sandy  C: 312-399-1901312-399-1901; O: 312-751-2153312-751-2153;
SandyWeissent@post.harvard.edu 

REGISTER for our next dinner mtg here, or PAY YOUR DUES BELOW:
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  I am paying my ONE-time, UP-front, ALL-inclusive, 2014 ANNUAL DUES.


REGISTER and PAY FOR YOUR GUESTS HERE:
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As always, the sooner you renew, the higher up on the "FIFO" list you are when we have limited tickets to give out for special events. 

ANNUAL DUES:  PAY BY CHECK, or, PAY BY PayPal:

PAY DUES BY CHECK:
$550* includes TWO (2) FREE dinner meeting guestsworth $75 each = $150 Members' bonus / gift in 2014 = by check,
payable to "CEO Roundtable" and mailed to:  Sandy Weissent, 1415 N. Dearborn, 22-D, Chicago, IL 60610. 
 

* FREE GUESTS:
 The annual fee includes TWO (2) FREE dinner meeting guests, FREE ONLY for qualified, "C-Suite" potential Members, who have told you they plan to join the CEO Roundtable, valued at $75 each = $150 total savings to Members, in 2014. 
CASH-BACK-BONUS:  IN ADDITION,
when your "C-Suite" Membership-qualified-guests JOIN FOR A FULL YEAR, you get a $75 cash-back-bonus for each of them = $150 total cash-back-bonus awarded to you.  

PAY DUES BY PayPal / Credit Card (click "Pay Now" button):

$563* includes the PayPal processing fee for Not-for-Profits, AND, TWO (2) FREE guests worth $75 each = $150 Members' bonus / gift in 2014.*

This $550* annual dues button will be available THRU MONDAY, JUNE 30.  As always, the sooner you pay, the higher up on the "FIFO" list you are when we have limited FREE tickets to give out for special events.