CHICAGO, APRIL 30, 2025 — VestGen Wealth Partners, LLC (VestGen), the wealth management ecosystem solving for advisor succession while providing dedicated client service across generations, announced it will host its first ONE VestGen Conference from May 20-22, 2025, at the Peninsula Hotel in Chicago.
“We’re thrilled to welcome our more than 50 multi-generational advisors, our Advisory Board and leading investment managers as we gather for the first time under the ONE VestGen banner,” said Josh Gerry, founder and CEO of VestGen. “This is the first time we’ll all be together in one place to celebrate everything we’ve accomplished in just five months of operations.”
Agenda and Keynote Speakers:
With a packed agenda, participants will hear from other subject matter experts on organic growth, technology and business development for the firm. The event will include three keynote speakers:
- Bob Rice, Alternative Investment Editor for Bloomberg Television and the author of The Alternative Answer, a Wall Street Journal Bestseller, will discuss the utilization of alternatives to enhance a client’s portfolio. Rice also serves as the managing partner with Tangen Capital, and as a board member of EULAV Asset Management and Gust.
- Andrew Opdyke, CFA, an economist at First Trust Advisors, will address broad-based economic uncertainty, geopolitical realities, and how that can impact an advisor’s approach with clients.
- Marc Lipshultz, Co-CEO and director of Blue Owl Capital Inc., also serves as Co-CIO of its Credit Advisers. He co-founded Owl Rock Capital Partners after two decades at KKR, where he sat on the Management Committee and ran global Energy & Infrastructure following earlier M&A work at Goldman Sachs. He holds an AB (Phi Beta Kappa) from Stanford and an MBA (Baker Scholar) from Harvard.
Gerry continued, “This conference allows us to highlight our commitment to reshape the future of wealth management by providing a solution that drives growth, provides a meaningful glidepath for retiring advisors looking to transition their clients and career progression for elite next generation advisors.”
VestGen launched in December 2024 with an impressive roster of 10 financial advisory practices collectively managing $5.3 billion in assets. Earlier this year, the firm announced the expansion of its leadership team, which will leverage VestGen’s start-up energy and scale of an established enterprise to achieve its ambitious growth goals through innovative succession support and next gen professional development.
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.
Media Contact:
Donald C. Cutler
Haven Tower Group, LLC.
[email protected]