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Chairman's Letter - July 2017

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“Taking it to a Whole ‘Nother Level” -  Eugene Struthers (2004-2009) Keegan-Michael Key, American writer and actor uttered this famous phrase in character as “Eugene Struthers” on the late night comedy show MadTV each time he expressed his very passionate desire to know more about a person or subject. At the 4th Annual NIBA/DePaul University Joint Symposium, we’ll be taking it to a whole ‘nother level with three business sessions presented by nine industry experts. The Symposium, July 20 from 1:30-6:30pm at the Chicago downtown campus of DePaul University is free for all registered derivatives professionals. Space is limited; advance registration is required. (LINK Here) We’re very excited to have John Lothian, Executive Chair and co-founder of MarketsWiki kick-off the event with his Keynote speech entitled “Brexit & Other Extraordinary Popular Delusions.” If you are wondering how Brexit will affect your FCM and by extension, your business, you cannot afford to miss this. Mark Shore, CEO of Shore Capital Management and Adjunct Professor at DePaul will moderator a panel which includes Tony Lombardi (AON), Jeff Malec (RCM, LLC) and Joel Hardy (Efficient Capital Management). We’ll learn what characteristics/ qualifications allocators look for before starting in on a business relationship. The third business session, “Marketing Managed Accounts & Funds; Regulatory Traps & Considerations” will focus on regulatory concerns - “traps” which could trip up CTAs who market funds or managed account programs. This panel is chaired by Matt Kluchenek, Baker & McKenzie, and includes Shane O’Mara (NFA), Susan Osmanski (Turnkey Trading Partners) and Chris Metseff (Blue River Partners). The afternoon is complimentary for derivatives professionals and includes a networking cocktail reception. The NIBA/DePaul committee organizing and presenting the Symposium is chaired by Jerry Nolan, jnolan@countycork.com, co-chaired by Steve Petillo and Dr. Carl Luft, and includes Katie Tervin, Mark Shore, Mark Washack, Charles Starnes, Andrew Strausman and Melinda Schramm. Contact Jerry with any questions or if you’d like to help out during this event or any other NIBA program. See you July 20 at DePaul University, Chicago downtown campus, and we’ll take it to a whole ‘nother level! Best, Melinda Melinda Schramm, Founder & Chairman melinda@futuresrep.com

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