Unlock Success at IWI's Investment Advisor Forum in NYC

Posted by Allison Edmondson, Director of Communications

Jan 14, 2019 3:00:00 PM

Denver, CO — January 14, 2019  — 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.

“Investors have high expectations from their advisor relationship and today’s successful advisors must continuously remain sharp to address their client’s unique needs” said Sean Walters, CAE, Investments & Wealth Institute, chief executive officer. Adding, “With the volatility of the markets the past few months, it’s important to keep clients calm and steadfast with their portfolios to avoid making grave behavioral mistakes. Our Investment Advisor Forum, powered by the CIMA® certification, helps top professionals hone and finesse their investment expertise to improve investor outcomes.”

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.

  • Diana B. Henriques, Award-winning financial journalist, and author

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 University of Chicago Booth School of Business.

All types of financial professionals are welcome and attendees of Investment Advisor Forum hail from all advisor channels including: independents, RIA’s, wirehouses, and band and trust companies. 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 Investment Advisor Forum event web page. Early-bird pricing has been extended to January 18, 2019.


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