ACGKentucky | FEI Louisville lunch event
Date and time: Thursday, January 17. Check-in at 11:30 a.m. Lunch and program from noon to 1 p.m.
Location: The Olmsted, 3701 Frankfort Ave., Louisville, 40207
ACG Kentucky joins with FEI Louisville, a professional group of CFOs, controllers and senior financial leaders, to feature Hilliard Lyons CEO James Allen. Jim will provide background color about Hilliard's heritage and its future with Baird.
HL Financial Services, LLC signed a definitive agreement allowing Hilliard Lyons and Hilliard Lyons Trust Company to join Baird.
Baird, headquartered in Milwaukee, is an international, employee-owned wealth management, capital markets, private equity and asset management firm with more than $200 billion in client assets. The transaction is expected to close in the first half of 2019.
Established in 1854, Hilliard Lyons is one of the nation’s oldest investment firms and has nearly 1,000 employees, including more than 380 financial advisors, operating in more than 70 offices in 11 states. Along with its sister company Hilliard Lyons Trust Company, the firm offers wealth management, trust, and estate planning services, as well as investment banking, municipal finance, and asset management services. It has over $50 billion in client assets and had more than $280 million in revenue for its fiscal year ended September 30, 2018.
Baird, established in 1919, has more than 3,450 associates, including 890 financial advisors, working from 97 locations in 30 states.
Visit acg.org/kentucky for registration information, or call Terry McWilliams, chapter executive, for more information about reserving your place at the event.
Attendance and costs:
Registration for ACG sponsors: