Spring Strategy Symposiums
2026
At our recent symposium series, we brought together clients and guests to cut through the noise and explore where markets and the economy may be headed next. Across three sessions, we discussed how investors can position portfolios for resilience while continuing to pursue long-term growth.
We were pleased to host attendees at Boulder Ridge Country Club on Wednesday, April 22, Elgin Country Club on Thursday, April 30, and Harper College on Saturday, May 2.
Thank you to all who joined us for thoughtful discussion and engaging conversation. We look forward to continuing these conversations in the months ahead.
In our main segment, John Chapman, CEO and Chief Investment Strategist, delivers a timely economic update, breaking down the key forces shaping today’s markets. From inflation and interest rates to global dynamics, he provides insight to help investors better understand what’s driving the current environment and what may lie ahead.
In our Symposium Series, Katie Berganske Frank shares an inside look at our firm, highlighting recent updates, continued growth, and the values that have shaped our journey. She also reflects on the meaningful milestone of our 20 year anniversary and what it represents for our clients and future.
In our Symposium Series, Kevin Rochford shares his perspective on joining Clearwater, offering insight into his background, what drew him to the firm, and how his experience shapes the way we serve clients. He also highlights our commitment to delivering a thoughtful, personalized client experience.
John E. Chapman Chief Executive Officer