We currently have no active events… please check back for upcoming events.



Here is a review of our 2016 Events:

During a luncheon in May we explored BDF From the Inside Out with Mark Balasa, our Chief Investment Officer, and Chad Carlson, our Director of Research, presenting the strategy behind our investment philosophy and planning processes, their current insight on the market and global events, and how BDF makes decisions.

In April, the Business Owner Team held an event for business owners at Top Golf Chicago providing a great opportunity for networking with other business owners and professionals while enjoying some friendly competition.

Also in April we held a TTT (Tactical Think Tank) event. This was a small intimate event for our clients with Mark Balasa digging into the details of international investing and bonds.

Our Annual Client Event was held in January. This event featured our firm update presented by Julie Bucaro, Owner and Wealth Manager, a market update from Chad Carlson, Director of Research, Owner and Wealth Manager and a presentation of What to Watch For in 2016 by Mark Balasa, Co-Founder and Chief Investment Officer.