Keynote Speakers Announced for Investments & Wealth Experience Conference, Held March 30 – April 2, 2025, at the JW Marriott in Austin, Texas
Dec 4, 2024 8:00:00 PM
Denver, CO (December 4, 2024) – The Investments & Wealth Institute (The Institute) has announced the lineup of keynote speakers for its 36th annual conference – Investments & Wealth Experience – which will be held at the JW Marriott in Austin, Texas, March 30 - April 2, 2025. The three-and-a-half-day event will host an estimated 600 investment and wealth management practitioners and feature the following keynote presentations:
Lauren Goodwin, Chief Market Strategist, New York Life Investments – Responsible for economic and market research, asset allocation, and thought leadership to empower investment decision-making, Ms. Goodwin will share her insights on the macroeconomic forces shaping high-net-worth portfolios.
Nichol Bradford, Executive-in-Residence for AI + HI (Artificial Intelligence and Human Ingenuity), The Society for Human Resource Management – Ms. Bradford will explore how wealth management professionals can navigate AI adoption while preserving ethics, trust, and the human connection – offering a roadmap for innovation and growth.
Dr. Peter Attia, Founder, Early Medical – An expert in longevity, Dr. Attia will demonstrate how his practical, science-based approach to extending lifespan and enhancing quality of life complements the forward-thinking mindset advisors need to support clients’ long-term success.
Anastasia Amoroso, Managing Director and Chief Investment Strategist, iCapital – Ms. Amoroso will provide expert insights into the dynamic world of alternative investments, highlighting opportunities and potential risks for advisors and the high-net-worth clients they serve.
Jeffrey Gundlach, Chief Executive Officer & Chief Investment Officer, DoubleLine – Mr. Gundlach will delve into the market forces set to define 2025 – walking through key macroeconomic indicators, discussing their implications for market movements, and sharing strategic approaches to portfolio positioning in fixed-income and alternative investments.
Herman Brodie, Founding Director, Prospecta Ltd. – Behavioral economics specialist Dr. Brodie will outline a five-step process for repairing client trust after a service failure – ensuring effective recovery and strengthened client loyalty.
“The quality of this lineup reflects what elite advisors expect from Institute events: the inclusion of thought-provoking industry leaders who engage attendees and make them part of the discussion,” said Frances Pascua, CIMA®, CPFA®, Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, and the Chair of the Institute’s Annual Conference Program Planning Committee. “Experience is the premier conference for advisors, developed by advisors, and we understand that attendees want to learn best practices for how to continue to stay competitive and provide excellent service to their affluent clients.”
The keynote speakers scheduled throughout the 3.5-day event are just part of Experience, which includes more than 40 educational sessions—including extended, interactive workshops, breakout sessions, and shorter-styled ‘EdTalks’—with more than 60 speakers presenting in total. The breakout sessions fall into one of four program tracks: investment management, retirement management, wealth management, and practice management.
Experience will kick off with a special program – GFP CONNECT 2025 – which is an opportunity to connect with and learn from leading international and cross-border practitioners who do financial, tax and estate planning. The program is hosted by the Global Financial Planning Institute (GFPI) and will be held Sunday, March 30, 9 a.m. – 2:30 p.m. Following this program, several continuing education pre-conference sessions will be held that Sunday afternoon before the night’s opening reception, which will include a ‘Battle of the Bands’ competition where multiple Austin bands will perform for conference attendees.
Experience has always provided plenty of organic networking opportunities for attendees to build connections and foster professional development. In 2025, Experience will provide more structured opportunities with ‘Braindates,’ a collaborative, self-directed peer-learning and networking experience. Attendees choose the topics that matter most to them and engage in 1:1 or small group conversations to share insights and discover how their peers are tackling challenges in their practices. In addition to Braindates, there will also be a special lunchtime networking and education program on Monday, March 31, specifically focused on the challenges and opportunities female practitioners face when working with clients.
Registration for Experience is now open. Preferred pricing for registration per attendee is $1,295USD until February 20, 2025. Discounts for team registrations are also available; inquiries should be directed to conference@i-w.org. Note: attendees who choose to attend the GFP CONNECT 2025 portion of the conference may do so with an additional fee of $300.
Historically, Experience has been the largest association gathering for advanced investment and wealth management practitioners in the industry, with an estimated average of $364M AUM per attendee. Attendees may earn up to 22.5 Continuing Education (CE) credits by attending the conference.
For more information, contact Allison Edmondson, Communications, Investments & Wealth Institute,
at +1 303-850-3207 or at aedmondson@i-w.org.
ABOUT INVESTMENTS & WEALTH INSTITUTE
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at https://investmentsandwealth.org