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Vault Series: Holistic Wealth Management & Legacy Planning
Please note this event has been postponed. At this time an alternate date has not been scheduled. CFA Society Chicago will reach out to all registered attendees.
Distinguished Speaker Series Advisory Group
The Evolution of “Your Family” Capital LLC: Managing your personal finances like a business throughout the growth of your enterprise
Have you ever thought about running your personal finances like you run your professional business? Join Matt Kocanda, CFP® with Balasa Dinverno Foltz LLC (BDF) as he guides you from founding “Your Family” Capital LLC through running your finances like a corporate CEO. He will discuss how to take this approach throughout each stage of life (accumulation, preservation, legacy) to execute on a holistic plan.
Balasa Dinverno Foltz LLC is an independent private wealth management firm that provides personalized investment management and financial planning. BDF manages approximately $4 billion in assets for business owners, individuals and families, and institutions.
Members - $10 or FREE with function ticket
Student Members - $10
Nonmembers - $20
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity:
Eligible for 1 credit hour
Refreshments & Light Snacks
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00 pm - Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Matthew B. Kocanda, CFP®
is the Financial Professionals practice group leader at Balasa Dinverno Foltz LLC (BDF). In this capacity, he leads the firm’s effort of providing customized advice to the unique needs of private equity professionals, investment bankers, and asset managers. Kocanda partners with his clients as their personal CFO to create and execute long-term strategies to preserve and maximize their net worth. He specializes on cash flow analysis, tax minimization, estate planning, risk/insurance management, and investment advice. Kocanda is a member of BDF’s Investment Committee, which creates the investment strategy for the firm. The responsibilities span from developing asset allocation models to due diligence of investment strategies to providing in-depth commentary on current market events.
Prior to joining BDF, Kocanda spent six years within Goldman Sachs’ Private Wealth Management Division. He earned his undergraduate degree in finance from Indiana University’s Kelley School of Business. Kocanda currently holds both his Series 7 and 66 and is a CERTIFIED FINANCIAL PLANNER ™ professional.
*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted.
Cancellations accepted until 5:00 pm, March 5, 2020.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the
CFA Institute Professional Development Program
3/12/2020 3:30 PM - 5:00 PM
The Vault 33 N. LaSalle Street (Lower Level) Chicago, IL 60602 UNITED STATES
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