top of page
Introducing the Bull & Bear Club, an exclusive, invitation-only club for select investment
and wealth management professionals. Our members are passionate about their profession
and gather to share ideas about investments, financial planning, practice management
and more. The Bull & Bear offers vital knowledge, transformational
contacts and genial camaraderie along with fine food and drink.
The Bull & Bear Club does not accept applications. “Rather, the Club extends membership
invitations to peers sharing similar goals.
If you've received an invitation, congratulations!
You are an elite member of our industry.
Bull & Bear events are hosted at fine dining establishments in and around Chicago.
You will be made comfortable while you learn,
share and grow while you make new contacts
and build on existing relationships
benefiting you, your practice and your clients.
bottom of page