Master Portfolio Risk Management at Investment & Wealth Forum 2022

Posted by Allison Edmondson, Director of Communications

Oct 11, 2022 3:00:00 PM

Denver, CO — October 11, 2022 — The Investments & Wealth Institute will host a three-day educational conference from November 29 to December 1 in New York City focusing on managing portfolio risk. The event will feature leading academics, practitioner consultants and a Women in Wealth program and reception. Financial professionals are invited to register now, and journalists are invited to request a press pass. The conference will also be available on-demand starting on December 7.

Attendees will learn how to: recommend portfolio risk management strategies for clients that are actionable, repeatable and defensible; evaluate traditional and alternative investment strategies, techniques and products; and navigate investor biases in order to effectively communicate and deliver sound investment advice. The program addresses topics covered in the Certified Investment Management Analyst® (CIMA®) certification. Featured speakers include: 

  • Emma Seppälä, PhD, Yale lecturer and author of “The Happiness Track” 

  • Richard Marston, PhD, James R. F. Guy professor emeritus of finance, The Wharton School

  • Warren Berger, Questionologist and best-selling author of “A More Beautiful Question”

  • Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital

  • Jonathan Pain, director of JP Consultancy NSW Pty Ltd. and author of “The Pain Report”

  • Herman Brodie, founding director, Prospecta Limited and co-author of “The Trust Mandate”

The conference experience includes six general sessions, 12 breakout sessions, one pre-conference workshop, as well as a Women in Wealth program and reception. The pre-conference workshop, Tales from the Crypt-O, will feature a panel of experts who will discuss the risk and rewards of investing in cryptocurrency. This pre-conference session will be part of the on-demand offering. Full conference details can be found here.

Key Details
What:                                   Investments & Wealth Forum—New York City
When:                                  November 29-December 1, 2022 (on-demand access available December 7)
Where:                                 New York Marriott Marquis  
Continuing Education:      20-26 CE hours
Fee:                                      $1,095 (discounted rates available for Institute Signature and Elite members)
                                              $795 on-demand registration (on-demand access available starting December 7)
Registration:                        Click here to register


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