Advance Your Skills at IWI's Investment Advisor Forum 2019

Posted by Allison Edmondson, Director of Communications

Nov 29, 2018 3:00:00 PM

Denver, CO — November 29, 2018Advisors from across the nation will gather for the Investments & Wealth Institute® (formerly IMCA) Investment Advisor Forum, Feb. 11-12, 2019 at the New York Hilton Midtown in New York, NY, to learn advanced portfolio management strategies.

“The expectation for advanced knowledge and professionalism is growing. The global economy is dynamic, and today’s top advisors are facing increased challenges navigating through a market steeped with increased volatility, wavering returns, inflation threats and geopolitical risks, not to mention uncertain monetary policies,” said Devin Ekberg, CFA, CPWA®, CIMA®, chief learning officer at the Institute. “Investments and Wealth Institute Investment Advisor Forum is unique because we bring together the nation's top thought leaders from the academic world as well as leading practitioners to discuss advanced portfolio management that is deeply rooted in the curriculum for the Certified Investment Management Consultant® (CIMA®) certification,” added Ekberg. This distinct approach provides attendees with practical and actional knowledge they can use immediately in their practice.

Subject matter experts will address timely topics in finance, economics, behavioral science, business management, and client services. 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 Warton School

  • Toby Moskowitz Ph.D., 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.

Additionally, a not to be missed ethics session will be presented by Diana Henriques, Financial Journalist & Author of The Wizard of Lies: Bernie Madoff and the Death of Trust.

Advisors can earn up to 15 hours of professional development continuing education credit. The Institute is a CFP Board CE Quality Partner.

Registration is now open for Investment Advisor Forum. For detailed event information, visit the Investment Advisor Forum event web page. Early-bird pricing ends January 11, 2019.


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