FEI and ACG host Hilliard CEO Jim Allen and Baird Vice Chair John Taft

FEI Louisville and ACG Kentucky hold their first joint meeting on January 17, with Hilliard Lyons Chairman and CEO Jim Allen and Baird Vice Chair John Taft as feature speakers. 

In November, Hilliard Lyons announced it would join Baird, an employee-owned wealth management, capital markets, private equity and asset management firm based in Milwaukee.  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, and manages more than $200 billion in client assets.  

Allen joined Hilliard Lyons in 1981 and has served as Chairman and CEO since 2004. Jim is active in the financial services industry and with the Securities Industry and Financial Markets Association, where he currently serves on the board of directors and is chairman-elect. He also chairs the Regional Firms Committee.

Taft has been involved in the financial industry for more than 35 years, including 10 years as the CEO of RBC Wealth Management and past service as Chairman of the Securities Industry Financial Markets Association. As Vice Chairman of Baird and a member of its Executive Committee, John's focus is on advancing strategic opportunities, including the continued expansion of Baird's Private Wealth Management business.

FEI-Louisville members and sponsors and ACG Kentucky members may attend the event at no cost. 

FEI members and sponsors - registration

For FEI members and sponsors: hit "registration" below, enter the discount code FEIJAN2019 and click "apply."

Financial executives interested in joining FEI (CFOs, controllers, treasurers, senior financial executives) may attend at no charge but must be registered by an FEI member or FEI sponsor.  Alternately, make arrangements in advance to attend by emailing FEILouisville@gmail.com or calling 502.410.2113.

ACG - registration

Active ACG Kentucky members may attend at no cost as a benefit of membership. After registration, enter the code ACGKY0119 at checkout and hit "apply."  ACG members from other chapters may attend at a cost of $30. To apply the discount, enter the code ACGUS0119.  ACG sponsors should email acgkentucky@gmail.com to RSVP and provide the names attendees allowed under your sponsorship level.

Guests who are not members of FEI or ACG

Non-member guests may attend at a cost of $45, payable at checkout by credit card. Click the registration button below.

Additional information or questions

Call Terry McWilliams at 502.410.2113, email FEILouisville@gmail.com, ACGKentucky@gmail.com or terrym@mozaicir.com.