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Update - June 2017
June 30, 2017

President's Perspective

Just weeks down my calendar lies a milestone: the 25th annual conference and meeting of the Securities Experts Roundtable. At twenty-five years, our conference is celebrating its Silver Jubilee. I have been active with SER since just after its incorporation in 2005, and heard many stories of SER’s founding over the years. Curious to find greater details about those early years, I contacted a number of our original founders for a history lesson. 

As SER’s first President Mary Calhoun explains, the seed for the Securities Expert Roundtable was planted in 1992 with a meeting at a “roundish” table in Bob Conner’s office. In attendance, were Mary Calhoun, Rick Ryder, Ed Horwitz and Bob Conner. The next year was the first official meeting of the Securities Experts Roundtable. That meeting was held at the Chicago O’Hare Hilton, with no sightseeing tours, no spouses, no agenda and no leaving the hotel. Most of the 10-12 experts there did not even know each other when they arrived, but left with a sense of camaraderie and vowed to do it again. 

Our 1994 conference was held in Palm Springs; then off to Boston in 1995. Our meetings have grown since the earlier years, as has our organization. One foundational truth continues. The tradition of an annual conference persists as the single largest benefit of SER membership. In a sense, it is the primary reason to become a member of SER. 

If you have not yet added the SER conference to your calendar, I encourage you to do so today. It is to be held at the Union League Club of Chicago on July 28-29. We have an agenda, packed with interesting speakers and topics. We invite spouses, who may enjoy sightseeing tours while the members convene. The Testifying Contest is back by popular demand. But, most of all, attendees will benefit from the camaraderie that our organization has engendered through twenty-five straight conferences. 

Happy Silver Anniversary, SER!

Respectfully, Jeffery Schaff, President


2017 Annual Member Meeting & Conference: July 28 & 29 in Chicago

Early registration end July 7th! Visit the Conference tab or click here for more details and to register.


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