2020 IWI Investment Advisor Forum: Learn from Industry Leaders & Earn CE Credits

Posted by Allison Edmondson, Director of Communications

Jan 8, 2020 3:00:00 PM

Denver, CO — January 8, 2020The 2020 Investment Advisor Forum is the industry’s premier portfolio management conference will will be held February 13-14, 2020 at the New York Hilton Midtown, New York, NY. The Investment Advisor Forum provides an opportunity for professionals to learn the latest from the nation's leading thought leaders and practitioners in portfolio management, behavioral science, business management, client services, and more.

Designed and delivered by elite investment and wealth professionals, attendees will be immersed in advanced portfolio management techniques taught by expert practitioners and Ivy League academics including featured speakers:

  • Jeff Bush, The Washington Update, Author

  • Johnathan Golub, Managing Director and Chief U.S. Equity Strategist, Credit Suisse

  • Sheelah Kolhatkar, The New Yorker, Staff Writer, Financial Columnist and Author

  • Sarah Mouser, Cassaday & Company, Inc., Director of Financial Planning

  • Allison Parc, Brenne French Single Malt Whiskey, Founder and President

  • Andy Rothman, Investment Strategist, Matthews Asia

  • Sterling Shea, Dow Jones, Global Head of Wealth and Asset Management

  • Robert Waldele, Waldele Group, Founder and Managing Director

The Investment Advisor Forum focuses on issues and topics central to the Certified Investment Management Analyst® (CIMA®) certification program including key themes:  The State of Portfolio Management, Economic and Political Outlooks, Applied Behavioral Finance, and Investment Product Landscape.

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 12 hours of premier CE credit, including one hour of ethics CE for advisors who have earned the CIMA®, CPWA®, and RMA® certifications.  For detailed event information, visit the Investment Advisor Forum event web page. Early-bird pricing ends January 10, 2020.


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