17th Annual Meeting and Luncheon

  

SSSBA’s Annual Fall Meeting and Luncheon

SEPTEMBER 17, 2014

This is an event you won’t want to miss!

Our 17TH ANNUAL FALL MEETING AND LUNCHEON will be held on Wednesday, September 17, 2014 at the Odyssey Country ClubTinley Park, Illinois. This annual luncheon is held for a twofold purpose: to educate attendees on a topic of current economic importance to them and to provide networking opportunities.

Date:  September 17, 2014
Time:  11:30am – 2:00pm
Where: Odyssey Country Club
Address: 19100 South Ridgeland Ave, Tinley Park, Illinois

Keynote Presentation:   “What’s Next?” 
Based on where we are are now in the economy, what can we expect to happen?

Keynote Speaker:   David L. Withrow 

David Withrow
David L. Withrow is the Director of Taxable Fixed Income, responsible for the management of actively managed fixed income portfolios for ClearArc Capital. He joined ClearArc Capital in 2001 as a Senior Fixed Income Portfolio Manager and has 25 years of investment experience. Prior to that, David served in a similar capacity for Fifth Third Bank Investment Advisors. He is a member of the Cincinnati Society of Financial Analysts and a Board member for The Cooperative for Education in Cincinnati, Ohio. Mr. Withrow graduated from Anderson University with a B.A. in Economics and is a CFA Charterholder.

 

 
Cost to Attend:
$35.00 ea. CLICK HERE TO REGISTER

BONUS: Members renewing their membership now will get the Luncheon free. CLICK HERE TO RENEW YOUR MEMBERSHIP

BONUS: Non-members paying membership dues now will get the Luncheon free. CLICK HERE TO BECOME A MEMBER

Table of Eight $260.00 ea.  CLICK HERE TO REGISTER

Program Sponsor $300.00 ea. (includes program recognition and 2 luncheon tickets) CLICK HERE TO SPONSOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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How To Do More with Less

We know you will find this interesting!
How to do more with less pic 1
How to do more with less pic 2
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Arts Summit Breakfast

Early Bird Registration

Arts Summit Breakfast-2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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12th Annual Summit Awards

SSSBA”s 12th Annual Summit Awards were held at the elegant Idlewild Country Club in Flossmoor, Il. on February 12th, 2014. A capacity crowd gathered to recognize and honor this year”s five awardees for their outstanding business achievements.

Sponsored by

The Annual Summit Awards honor leading business people and organizations who have contributed to the economic and cultural growth of the region. Each of the awardees is carefully selected from the many businesses and organizations in the region for their outstanding performance and excellence in their qualifying category.

The Summit Awardees for 2013 are:

Small Business of the Year Award recognizes a businesse”s management ability, continued growth, innovativeness of their product or service, and contribution to the community or others.
Awardee: Professional Systems Inc, Riverdale, Illlinois

Training Excellence of the Year Award recognizes businesses that are striving to maintain and upgrade their employees’ skills, contribution to the community or others, value added from the training process to their business and recognition of being ready for new or changing technologies or processes.
Awardee: Carl Buddig, South Holland, Illinois

Economic Development Leader of the Year Award acknowledges management ability, contribution to the community and region by working toward continued growth and viability of the region, efforts made to build good, strong relationships with business.
Awardee: Rachael Jones, Marketing & Public Relations Manager, Village of Homewood, Illinois

Creative Arts Award acknowledges the ability to offer top-caliber talent to the community, the use of local talent representing the diversity of the communities it serves, demonstration of continued growth and success as an organization and its willingness to engage in collaborative efforts with other creative arts organizations.
Awardee: Paul Henry Arts Gallery, Hammond, Indiana

Young Entrepreneur of the Year Award recognizes the vision, innovation and hard work of a young person; their contribution to the community or others; and raises awareness in our communities and among our youth of the critical role that private enterprise and entrepreneurship play in the building of America.
Awardee: Jesus Fernandez Ortiz, Thornwood High School, South Holland, casino online Illinois

TO VIEW ALL PICTURES FROM THIS EVENT: Please click here

EVENT INFORMATION:

When: Wednesday, February 12th, 2014

7:30 – 7:45 a.m. Check in and Networking
8:00 – 9:45 a.m. Breakfast, Speaker, and Awards
Where: Idlewild Country Club (click for directions)
Address: 19201 Dixie Highway, Flossmoor, Illinois 60422

Musical Artist: Brian Danzy, Seton Academy

Keynote Presentation: It”s Not Small Business, It”s Your Business

Tony Sindone

Tony Sindone is a Continuing Lecturer in Economics at Purdue University North Central. He holds a MA degree in economics from Notre Dame with concentrations in labor economics and public policy. He is in the process of completing his Ph. D. in Economics from the University of Notre Dame. Prior to Purdue, he served on the faculties of Indiana University South Bend and the University of Notre Dame. His more than 27 years’ experience as well as his research and consulting interests include forensic economics, labor markets, workforce development, public policy, housing markets, and regional economic development. He is a member of the Regional Council of Economic Advisors for Northwest Indiana. His opinions on regional economic issues and labor markets are sought often by local news media in Northwest Indiana. He has been quoted numerous times in regional newspapers and has been a frequent guest on news radio.

Prior to pursuing his academic and consulting career, Mr. Sindone worked as an avionics technician, inspector and quality engineer for Lockheed Aircraft Service. He started and grew a technology service company while in graduate school. He was also the owner of a popular restaurant and home furnishings store in La Porte, Indiana.

Additionally, Mr. Sindone had served in the past as the President of the La Porte City Redevelopment Commission. He had also served on several not for profit Boards of Directors including as President of Stepping Stone Shelter for Women and as President of Smooth Jazz At South Shore Inc. In addition to his work with the Regional Council of Economic Advisors, he is currently serving on the Northwest Indiana Regional Planning Commission (NIRPC) 2040 Plan Implementation Committee. His focus on that committee is on workforce development and innovation.

 To read about last year”s Awardees: Please click here.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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SSSBA ‘s Annual Holiday Party 2013

!!! SSSBA is celebrating its Annual Holiday Party !!!

Please join SSSBA as we celebrate the season at our annual luncheon holiday party. You and your guests will enjoy a lovely lunch and stimulating conversation.

Invite your significant other, clients and office staff to ring in the season with SSSBA!

!!! MAKE THIS YOUR BUSINESS HOLIDAY PARTY !!!

Date: Tuesday, December 17, 2013
Time: 12:00 noon until 2:00 p.m.
Place: Wiley’s Grill Coyote Run Golf Course
800 Kedzie Avenue, Flossmoor, Il 60422

Cost: $25 per person (lunch, dessert, coffee/tea)
Additional drinks will be available at a cash bar
R.S.V.P.: By Tuesday, December 10, 2013
Registration: Click the tree or

Call or email Carmen Garcia at 708-596-2000 ext. 2663 (info@sssba.org) or

By Mail: make checks payable to SSSBA and include your Name, Business Name, Address,
Phone number, email address, number of tickets and check and mail to:
SSSBA, c/o BCI
University and College Center
16333 S. Kilbourne Ave
Oak Forest, IL 60452

Please bring children’s hats, mittens, gloves, scarves to help make this a warm season for area children. Donations are given to Aunt Martha”s.

!!!   See You at Wiley’s Grill   !!!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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SCORE Fall Workshops

SSSBA Invites you to attend these SOUTH SUBURBAN COLLEGE & SCORE
WORKSHOPS TO HELP SMALL BUSINESSES SUCCEED

Reserve every other Wednesday morning on your calendar starting September18 through November 20, when SCORE and The Business & Career Institute join and SSSBA join forces to provide this series of FREE business workshops. A light breakfast will be served. You may attend the full series or any of the individual workshops to help your business grow and provide networking opportunities.

Location: All workshops will be held at the University & College Center, 16333 S. Kilbourn Ave., Oak Forest, Illinois. Room 5230.

Time: Registration & Networking 7:45 am; Workshops & Discussion start at 8:00am. and end by 10:00 am.

To register, call (708) 596-2000 ext. 2455.
For information, E-mail Nancy Burrows (nburrows@ssc.edu) or
Carmen Garcia (cgarcia@ssc.edu)

Wed, Sept 18….. LINKEDIN:
Speaker: Michael Yublosky – SCORE Resource Mentor, Workshop Presenter.

LinkedIn is useful as an online business marketing and networking platform. Successful business people know the benefits of growing a strong support network and building alliances to get things done more efficiently. Small businesses often find LinkedIn to be an effective tool you learn to use it correctly. This workshop will teach you the first steps in that direction – how to complete your profile to 100% and more.

About the speaker: Michael. Yublosky spent 28 years in sales, sales management and training. He specializes in developing marketing strategies for new and existing small business Web sites, analyzing existing Web sites, using search engine optimization as well as free social media networking and marketing platforms such as WordPress blogging, LinkedIn, YouTube and others.

Wed., Oct 2……. SMALL BUSINESS ADMINISTRATION (SBA) and ACCION / CHICAGO
Speaker: Mark Ferguson – Public Information Officer, SBA, Illinois District

Small business owners sometimes feel overwhelmed by where to turn for help with their small business. It may feel as if there is no one to turn to or that there are too many choices and it is hard to determine what would be the right choice. In this workshop, the public information officer with the Small Business Administration will offer tips from the SBA on what the SBA can do for you and your company.

Accion Chicago
Speakers: Amy Clinton and Lily Pai

Accion has made more than 3,000 small business loans totaling $24 million in Illinois and Northwest Indiana. Accion offers loans from $500 – $50,000 for businesses that qualify. The speakers have knowledge of clients barriers such as access to traditional financing, and needs that might include record keeping assistance, cash-flow management, credit management, and referrals to other organizations

Wed., Oct 16………Marketing Essentials for Improved Competitiveness:
Speaker: Tom Garrison, SCORE Resource Mentor, Workshop Presenter

Marketing is vital to the success of your business. Learn about setting goals, promotion, and product planning to give you a competitive edge.

About the speaker: Tom Garrison has many years of experience start small businesses, and helping small business owners improve their operations. His background includes conducting SWOT (strengths, weaknesses, opportunities and threats) analyses, as well as broad ranging, hands-on application of marketing expertise in technologically complex businesses He has helped businesses develop successful sales and marketing teamwork and promote strategic alliances.

Wed., Oct 30 …….Commerce for Small Business; How to Sell Online:
Speaker…… Patrick Elward, SCORE Resource Mentor, Workshop Presenter

This workshop will cover a number of topics, including, an E-commerce worksheet for business; choosing the proper software for your E-commerce business; finding the right developer and designer to complete this project; contracts, rates and fees; support, maintenance and upgrades; and tracking success and ongoing marketing.

About the speaker: Patrick Elward has worked with clients at all levels of internet development, from low cost, informative sites that generate interest and relationships, to full Online Commerce sites with shopping carts and online payment. He has worked in and with a variety of industries in highly technical positions but has the ability to explain things clearly in non-technical language.
Nov 13…..10 Things Every Entrepreneur Must Know:
Speaker… Mike Sullivan, SCORE Resource Mentor, Workshop Presenter.

In business there are “Nice to Knows’” and ‘”Must Knows”‘. This workshop reveals certain critical insights in conducting business which the typical business owner often never considers. Whether you are an aspiring entrepreneur or a time tested veteran, this seminar will give you insights into doing business that you may have never considered. Attending may mean the difference between stunning success and abysmal failure.

About the speaker: Mike Sullivan was an entrepreneur long before it became fashionable. He has worked for large corporations and has been in business for himself. Sullivan is a member of the Chicagoland Entrepreneurship Hall of Fame.

THIS EVENT IS POSTPONED. WATCH FOR DETAILS ABOUT RESCHEDULING: Wed….Nov 20 Affordable Health Care: Patient Protection and Affordable Care Act
The Basics Every Business Need to Know Now
Speaker… CJ Evrard, Founder, IHU Consulting, LLC
This workshop focuses on 4 key provisions that small business owners from 1-50 employees should know:
1) How health insurance tax credits for small business work, 2) Compliance with federal requirements, 3) Required fees and possible non-compliance fines, and 4) Understanding how (SHOP) Small Business Health Options Programs will work.

Benefit of This Workshop: This workshop will help small businesses understand available Tax credits, how to purchase insurance on SHOP, and what circumstances will small business owners face a fine from the IRS, understanding and determining small and large business size based on government standards.

About the speaker: CJ Evrard is the founder of IHU Consulting LLC, and a SCORE client with over 10 years of Health Insurance Industry experience. CJ is also the founder of ihealthcareupdates.com with over 50,000 readers per month.

About SCORE
SCORE is a non-profit professional, nationwide association and is a resource partner of the Small Business Association (SBA). SCORE-Chicago has 120 volunteer professionals, all of whom are business executives, former business owners, bankers, or consultants.
SCORE offers cost free mentoring for new business startups and in-business clients. Additionally, SCORE provides professional consulting for select companies with sales between $3 and $30 million. Workshops offered by SCORE consist of Business Planning, Financials, Marketing, Social Media for Business, Accounting, and a myriad of other business growth topics. Go to www.scorechicgo.org.
SCORE is a partner of the South Suburban College Business & Career Institute in Oak Forest, located at 16333 S. Kilbourn Ave, where a SCORE mentor offers appointments on a weekly basis. See “Mentoring Appointment –Sign up Now” at the SCORE website.
About South Suburban College’s SCORE Mentor, Eric Hager

South Suburban College is pleased to have Eric Hager as our SCORE mentor. Eric owned a small sheet metal fabricating business that manufactured food service carts, concession equipment and display carts, primarily for the food service industry.

He also worked for the United States Census Bureau in various capacities, including Geographic Specialist, supporting municipal government’s efforts to receive proper federal funding through accurate population figures based on GIS analysis. He also provided consultative support, made presentations, and provided customer service to over 1200 government units.

Additionally, Eric worked for the Small Business Administration as a Disaster Loan Specialist, assisting individuals and businesses in filing the financial documentation required for Disaster Assistance and in Customer Relations as a liaison with the public.

Eric understands and can mentor small business owners, connects businesses with needed resources, helps businesses navigate necessary paperwork and processes, and helps them get organized and move the processes involved in opening and maintaining/expanding their business.

To register, call (708) 596-2000 ext. 2455.
For information, E-mail Nancy Burrows (nburrows@ssc.edu) or
Carmen Garcia (cgarcia@ssc.edu)

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16th Annual Meeting and Luncheon

  

SSSBA’s Annual Fall Meeting and Luncheon

Our 16TH ANNUAL FALL MEETING AND LUNCHEON will be held on Wednesday, September 11, 2013 at the Odyssey Country ClubTinley Park, Illinois. This annual luncheon is held for a twofold purpose: to educate attendees on a topic of current economic importance to them and to provide networking opportunities.

Date:  September 11, 2013
Time:  11:30am – 2:00pm
Where: Odyssey Country Club
Address: 19100 South Ridgeland Ave, Tinley Park, Illinois

 
Keynote Presentation:   The Path to Normal: U.S. Economic Outlook

Keynote Speaker:  Jeffrey Korzenik
 
Jeff Korzenik is chief investment strategist for Fifth Third Bank, where he is responsible for the Bank’s overall client investment strategy.  A 27-year industry veteran, Korzenik’s background includes research and management roles at some of the country’s largest investment firms. He has held positions in London, Chicago, New York and Boston.
Korzenik’s writings on economics and public policy have been published in The Chicago Tribune, The Boston Globe, Forbes and other periodicals. He has been quoted in major industry publications including Barron’s, The Wall Street Journal and BusinessWeek. He is a frequent guest on CNBC’s “Closing Bell” program, and has also appeared on Bloomberg, FOX and regional television and radio. Korzenik was invited to testify on Capitol Hill as an expert witness on the use of commodity indexes by pensions and other institutional investors.
Mr. Korzenik earned a Bachelor of Arts degree in Economics and a Certificate of Proficiency in Near Eastern Studies from Princeton University in Princeton, N.J.
Mr. Korzenik has served on the boards of several charitable organizations that support educational, environmental and cultural quality of life. His involvements have included: President’s Leadership Council of the Field Museum, Board of Overseers and Chairman of the Corporate Committee of the Peabody Essex Museum; trustee of Essex National Heritage Commission; board member of Symphony by the Sea; advisory board member of Salem Theatre Company; and board member of Salem State University Foundation.

Cost to Attend:
Members $30.00 ea. CLICK HERE TO REGISTER
BONUS: Members renewing their membership now will be rebated luncheon cost. CLICK HERE TO RENEW YOUR MEMBERSHIP

Non-Members $35.00 ea. CLICK HERE TO REGISTER
BONUS: Non-members paying membership dues now will be rebated the luncheon cost. CLICK HERE TO BECOME A MEMBER

Table of Eight $220.00 ea. (members) CLICK HERE TO REGISTER

Table of Eight $260.00 ea. (non-members) CLICK HERE TO REGISTER

Program Sponsor $300.00 ea. (includes program recognition and 2 luncheon tickets) CLICK HERE TO SPONSOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Uncle Sam Is Not My Uncle

SSSBA Invites you to attend this Business Before Hours Event

This event is being rescheduled. Come back to get new date. 

Presenter:         Angela Wiggins, CPA            
Date:                 Tuesday, March 19, 2013
Time:                 7:45 a.m.   networking & coffee
8:00 – 9:30 a.m.  program
Place:                University and College Center (click for directions)

                          16333 S. Kilbourn, Oak Forest
R.S.V.P.:            708.596.2000 ext. 2568
Cost:                  Free to paid SSSBA members; $5 guests

Did you put growing your business on your New Year”s resolution list? Our Business Before Hours events will help you do just that!  Join us for an educational and helpful event along with a “light” breakfast.

Uncle Sam is Not My Uncle  

How can we turn mean, old Uncle Sam into Sweet Old Uncle Sammy?

Anyone who pays taxes tends to have more negative than positive feelings about paying taxes.  Have you ever wondered why?  The truth is that all we have to do is do what we are supposed to do and then our attitude will turn around.

Join us for this humorous and insightful program with Angela Wiggins, “The Tax Angel”!

For Online Registration Please click here.

About our presenter, Angela Wiggins

Angela Wiggins is a licensed Certified Public Accountant in the State of Illinois, inspirational speaker and author.  She enjoys helping business owners and individuals keep up with the demanding requirements of financial and tax reporting, providing many services, including guiding new businesses through the beginning stages of operation. She is Senior Manager with the team of Brooks & Robertson, Certified Public Accountants. Before that, she was a partner with the Accounting firm of Varnado & Parkman, LLP, and even earlier worked for several years in banking.

Angela also has a passion for teaching, public speaking and writing.  Her presentation style and sunny personality are designed to make the most complex tax and accounting issues easy enough for everyone to understand.  She is actually known as “The Tax Angel.”

For hundreds of helpful and thought provoking tips on running your business successfully visit us on facebook and be sure to comment there or here. Scroll through our Facebook page here on the left or for an interesting array of topics and click here to visit it to see even more.

Have you joined or renewed your membership to SSSBA?  Make it simple.  Follow this link below to our membership web page, click the membership link at the top of the page and go to the online application.  It’s easy!

To become a member of SSSBA CLICK HERE

 For additional non-SSSBA events supported by SSSBA please CLICK HERE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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So You Think You Can Innovate?

Thursday, March 7   |   5 – 6:45 p.m.   |   GSU’s E-Lounge & Gallery

Did You Know There is a Creativity Crisis?

Internationally-renowned physician and scientist Dr. Roberta Ness, author of
INNOVATION GENERATION has a solution.

Bring your ideas, questions, and challenges to this private reception featuring creative thinking expert Dr. Roberta Ness.

What’s innovative about it?
Learn more »

Private Reception with Special Guest Roberta Ness

(Public Lecture to Follow in the Center for Performing Arts)

General Infomation:

  • Thursday, March 7
  • 5 – 6:45 p.m.
  • Governors State University E-Lounge & Gallery
  • 1 University Parkway, University Park, IL ( Main Entrance)

Who should attend?

Corporate Executives, CIOs, Scientist, Strategist, Legislators, Researchers, Engineers, Health Care Professionals, Designers, Advertising & Marketing Professionals, and you!

Tickets:

  • Cost $75 (includes reception, $50 tax deductible donation to the GSU Promise Scholarship, and VIP seating in theater)

RSVP:


Can’t attend reception and presentation?

You can still support the GSU Promise by making a donation via our
website
or by calling Gina Ragland at 708-235-7559.

Governors State University – Foundation

1 University Parkway, University Park, Illinois 60484-0975

708.534.4130   |   Copyright © 2013



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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11th Annual Summit Awards

SSSBA”s 11th Annual Summit Awards were held at the elegant in Flossmoor, Il. on February 13th, 2013. A capacity crowd gathered to recognize and honor this year”s six awardees for their outstanding business achievements.

Sponsored by   

The Annual Summit Awards honor leading business people and organizations who have contributed to the economic and cultural growth of the region.  Each of the awardees is carefully selected from the many businesses and organizations in the region for their outstanding performance and excellence in their qualifying category.

The Summit Awardees for 2012 are:

Small Business of the Year Award recognizes a businesse”s management ability, continued growth, innovativeness of their product or service, and contribution to the community or others. 
Awardee:  Flossmoor Station Restaurant & Brewery, Flossmoor, Illlinois

Training Excellence of the Year Award recognizes businesses that are striving to maintain and upgrade their employees’ skills, contribution to the community or others, value added from the training process to their business and recognition of being ready for new or changing technologies or processes.
Awardee 1:  Al-Amin Brothers Transportation & Warehousing LLC
Awardee 2:  Gareda LLC

Economic Development Leader of the Year Award acknowledges management ability, contribution to the community and region by working toward continued growth and viability of the region, efforts made to build good, strong relationships with business.
Awardee:  John M. Watson, Jr., Director of Economic Development, South Holland, Ilinois

Creative Arts Award acknowledges the ability to offer top-caliber talent to the community, the use of local talent representing the diversity of the communities it serves, demonstration of continued growth and success as an organization and its willingness to engage in collaborative efforts with other creative arts organizations.
Awardee:  Governors State University Nathan Manilow Sculpture Park, University Park, Illinois

Young Entrepreneur of the Year Award recognizes the vision, innovation and hard work of a young person; their contribution to the community or others;  and raises awareness in our communities and among our youth of the critical role that private enterprise and entrepreneurship play in the building of America.spiritlurkers
Awardee:  Jordan Culpepper, Junior at Homewood-Flossmoor High School, CEO of Buttons by Jordan, Hazel Crest, Illinois

TO VIEW PICTURES FROM THIS EVENT: Please click here

EVENT INFORMATION:

When: February 13th, 2013

7:30 – 7:45 a.m. Check in and Networking
8:00 – 9:45 a.m. Breakfast and Awards Event
Where: Idlewild Country Club (click for directions)
Address:  19201 Dixie Highway, Flossmoor, Illlinois

Keyboard Artist:  Jacari Lobbins

Keynote Presentation: Investment Truisms: Logical Fallacies?

Jeff Weniger, CFA

BMO Private Bank, Senior Investment Analyst

 Mr. Weniger serves as capital markets strategist with direct responsibility to the CIO. His expertise is in fundamental, economic and behavioral analysis as well as financial modeling. He is responsible for strategic and tactical asset allocation in a private client setting. Mr. Weniger is a member of the Asset Allocation Committee and Fixed Income Committee. He is general editor of and writes the introduction to the firm”s flagship monthly strategy publication, which analyzes investment grade fixed income, high yield bond, commodity and international equity. He also is co-manager of the firm”s Strategic Fund Portfolio and Diversified Income Strategy and is responsible for advising on special situations such as concentrated stock solutions. He joined BMO in 2006. Mr. Weniger earned his bachelor’s degree in Finance from the University of Florida – Warrington College of Business in 2003 and received his MBA in Investments from the University of Notre Dame – Mendoza College of Business in 2006.

Mr. Weniger has experience with product development and speaks to large groups of clients and professionals on capital markets research. His specialties are on strategic and tactical asset allocation, while being particularly proficient at speaking and producing written research.

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For additional information or questions, our contact information is on this page at the upper left. You can contact us online by clicking on the “contact us” link at the upper right.

To read about last year”s Awardees: Please click here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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