Diana B. Henriques to Speak at IWI's 2019 Investment Advisor Forum

Posted by Allison Edmondson, Director of Communications

Dec 13, 2018 3:00:00 PM

Denver, CO — December 13, 2018  — The Investments & Wealth Institute 2019 Investment Advisor Forum: Portfolio Construction Strategies, will be held February 11-12, 2019 at the New York Hilton Midtown, New York, NY. One of the featured speakers will be Diana B. Henriques, an award-winning financial journalist, and author of A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History; and The Wizard of Lies: Bernie Madoff and the Death of Trust, a New York Times bestseller. The Wizard of Lies, was also adapted into a film with Robert De Niro in the starring role. Ms. Henriques also makes and appearance, playing herself as the first journalist to interview Madoff in prison, airing on HBO in May 2017.

“Our volunteer program committees go out of their way to deliver best-in-class ethics presenters at each and every Institute conference. Ms. Henriques’ extensive investigative reporting on white-collar crime, market regulation and corporate governance gives her unique insights and perspective.” said Sean Walters, CAE, Investments & Wealth Institute, chief executive officer. Adding, “Our Code of Professional Responsibility sets a high standard to help advisors enhance the quality of advice and consulting offered to the public.”

Ms. Henriques’ session will discuss how Madoff's fraud worked and how a better understanding of it can inform a smarter approach to this hazard for all investors and for financial professionals trying to keep investors safe from predators such as Madoff.

The two-day conference will feature seven general sessions and 8 specialized workshops. The agenda features the following experts:

  • Richard Marston, Ph.D., James R. F. Guy Professor of Finance, The Wharton School

  • Toby Moskowitz Ph.D., Dean Takahashi Professor of Finance, Yale School of Management

  • Andrew Friedman, J.D., Founder & Principal, The Washington Update

  • Jim Sandidge, J.D. Principal, The Sandidge Group

  • Patrick Nolan, CFA®., Senior Portfolio Strategist, BlackRock Portfolio Solutions Team

  • Herman Brodie, Founding Director, Prospecta Ltd.

The Investment Advisor Forum focuses on issues and topics central to the Certified Investment Management Analyst® (CIMA®) certification program. The CIMA program is offered in collaboration with the nation’s leading business schools, The Wharton School at the University of Pennsylvania, Yale School of Management, and the Booth School of Business, University of Chicago.

All types of financial professionals are welcome and attendees of the Investment Advisor Forum hail from all advisor channels: full service wealth management firms, banks, independent firms, and asset management firms. The Investment Advisor Forum will offer up to 15 hours of live and online CE credit for advisors who have earned the CIMA®, CPWA®, RMA®, and CFP® certifications. For detailed event information, visit the Investment Advisor Forum event web page. Early-bird pricing ends January 11, 2019.


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