By using a directed trust you can separate the role of corporate trustee and wealth advisor, We welcome the opportunity to meet with you and your legal advisor to talk about how you can establish a continuity of wealth advice and guidance from generation to generation while still providing the expertise of a corporate trustee This is permitted due to the Illinois Directed Trust Statute (760 ILCS 163 AND 167 Prior to 2013 if a corporate trustee was named in your estate plan the named…, Why name a corporate trustee, The job of a trustee is crucial and can be complex Choosing the right individual or entity is important Being a trustee can be a full time job You may want to consider naming a corporate trustee Below are some of the reasons why a corporate trustee could be an appropriate solution for you Ability to identify potential problems that a nonprofessional may overlook Unbiased towards family members…, Clients and their families value the continuity of our guidance, Mesirow Wealth Management is committed to seeing that your financial plans are carried out as you wish now and into the future For more information about how we can be of service to you and your family please speak with your wealth advisor, Published February 2025, Mesirow  does not provide legal or tax advice Please discuss any decisions with respect to trusts with your attorney and/or advisor

Private debt market update September was the worst month in recent history for the loan market as lenders continue to struggle with inflation and uncertainty Commentary Broadly syndicated leveraged loans lost 227% in September their worst performance since the Great Recession Some of this is simply fear-driven trading volatility that will have less of an effect on the private markets but it is…

The food beverage and agribusiness M&A market has remained robust despite ongoing economic challenges and pre-election uncertainties October deal activity implies the market is on track with 2022 levels in terms of number of deals Dollar volume in 2024 has notably outpaced 2023 levels driven by the resurgence of mega-deals  Activity has been particularly strong in beverages foodservice…

Olivia Liu is an Associate Consultant in Mesirow Fiduciary Solutions She provides extensive quantitative and qualitative investment research for the groups fiduciary partnership consulting institutional due diligence and other related engagements Prior to joining Mesirow in 2024 she worked as a Research Assistant evaluating economic pre-publication papers producing detailed reports and performing…

Omar Ghalloudi is a Senior Managing Director and Head of European Trading in Mesirow Institutional Sales and Trading He is an experienced credit trader with more than 20 years of expertise in investment-grade high-yield and distressed debt markets Omar has held significant roles at top financial institutions such as Bank of America Deutsche Bank and Citi where he successfully managed trading…

The differentiation of Mesirow’s Target Date Fund glide paths, by Keith Gustafson CFA and Christopher M ONeill PhD CFA CFP, ®, FRM, ®, ChFC, ®, Target Date Funds (TDFs have been utilized since the Pension Protection Act (PPA of 2006 in a Qualified Default Investment Alternative (QDIA setting as a means of providing retirement savers with a one-stop solution suited to their age and in some cases risk tolerance level Among the allowed QDIA options — which consist of managed accounts balanced funds and TDFs — the target date option is the…

The Mesirow Summer Internship Program provides students with the real-world skills to successfully transition into a career in the financial services industry Interns obtain an inside view of their host departments by working alongside professionals for nine weeks while simultaneously gaining exposure to Mesirow’s diverse products and services through job shadowing and educational luncheons The…, Internships are available in the following areas, Credit Tenant Lease Finance & Structured Debt Products Currency Management Institutional Sales & Trading Investment Banking Integrated Marketing & Communications Public Finance Retirement Advisory Services, An Overview, A nine-week summer internship headquartered in Chicago Competitive pay Business development opportunities – educational sessions Luncheons with senior business leaders Project-based work Opportunities to network with all levels of business, Requirements, Academic strength (minimum GPA of 32 Students in the classes of 2021 and 2022 Excellent oral written and communication/presentation skills Proficient in Excel and Microsoft Word Applications are available on the careers page of https//mesirowcom 

A retrospective on Mesirow PrecisionAlpha ® vs the failure of traditional performance metrics, by Keith Gustafson CFA and Christopher M ONeill PhD CFA CFP, ®, FRM, ®, ChFC, ®, Executive summary This paper explores the impact of using trailing return to predict future performance The results may not be what many investors expect  Our findings  No truer phrase has been uttered than “past performance is no guarantee of future results” The most widely used metric of trailing return is a poor predictor of performance at both the one-year and three-year horizon The two broad…, ®, Mesirow’s answer to the shortcomings of traditional performance metrics is the most consistent predictor of performance across broad category sets for both one-year and three-year horizon periods in our study download