• Monday
    January 15, 2018
  • Tuesday
    January 16, 2018
  • Wednesday
    January 17, 2018

Monday, January 15

Session Speakers
5-7 p.m.

Registration/Information Desk Open

    Tuesday, January 16

    Session Speakers
    7 a.m.-6:30 p.m.

    Registration/Information Desk Open

      7-8 a.m.

      Breakfast with Exhibitors and Sponsors

        8-9:15 a.m.

        General Session #1: Freakonomics for the Financial Services Industry

        Stephen Dubner, economist and award-winning co-author (with Steven Levitt) of Freakonomics, SuperFreakonmics, and Think Like a Freak, uses his blend of captivating storytelling and unconventional analysis to bring to life the counterintiutive questions that everyone wants to ask in business. Along the way, learn how to create a successful business with unique ideas — from new ways to create behavioral change to incentives that actually work.

          9:15-9:45 a.m.

          Break with Sponsors and Exhibitors

            9:45-11 a.m.

            General Session #2: Strategist Panel

            The Strategist Panel is always one of the highlights of any Investments & Wealth Institute conference, bringing together leading thinkers from the investment and wealth profession to focus on the most important topics in the news. This interactive session will provide strategic insights on deploying capital in an uncertain geopolitical and economic environment. Panelists will offer key perspectives on inflation/deflation, political risk factors, global debt, unemployment, and opportunities for successful investing around the world. Learn where investment opportunities and perils lurk, as well as where the key drivers for growth are likely to be found.

              11:10 a.m.-12 p.m.

              Workshop #1: Sustainable Impact Investing: A Discussion on the Disconnect Between Client Interest and Advisor Implementation

              Studies indicate that while 58 percent of high-net-worth investors believe that the social and environmental impact of the companies they invest in is important to their investment decisions, only two in ten are having active discussions with their advisors. This panel discussion highlights the latest trends in impact investing, exploring the potential disconnect between aspiration and action, as well as opportunities with women and Millenials.

                Workshop #2: The Thin Green Line: The Money Secrets of the Super Wealthy

                High-net-worth individuals have concerns about their wealth that often have far less to do with their investment returns and more to do with the meaning of their money – not just for themselves, but for their children. How will their money affect their family, friendships, and legacy? What type of planning do they need to do for themselves, their heirs, and the organizations that matter to them? Paul Sullivan, author of The Thin Green Line: The Money Secrets of the Super Wealthy and the Wealth Matters columnist for The New York Times, will speak about how the wealthy think about saving, spending, and giving their money away, and why their mindset is different from the way others think about those same issues.

                  12-1 p.m.


                    1-1:50 p.m.

                    Workshop #3: Private Equity Gets Practical: The New Investment Options for Individuals

                    Private equity has outperformed public securities by hundreds of basis points annually for many years, but participation has been limited to institutions and the extremely wealthy. Now, a new generation of products promises much broader access for individuals, with some even featuring periodic liquidity and 1099 reporting. But, how do these compare, fee-and-performance-wise, to direct LP and feeder fund interests? And, how should advisors think about integrating these various options into client portfolios? This session offers a fast-paced guide to the field. 

                      Workshop #4: What Changes in Emerging Markets Means for Investors

                      Emerging markets have transformed significantly over the last 20 years, driven by demographic changes, urbanization, advances in technology, and most notably, the aspirations of a rising middle class. Portfolio Manager David Semple, an emerging markets investment veteran, will explain how these forces will continue to shape this growing asset class in a discussion of the impact of active vs. passive investments within emerging market equity investing and the shortcomings of many widely used indices.

                        2-2:50 p.m.

                        Workshop #5: Five Ways Technology Will Change How You Age

                        We are living longer—and healthier—than our predecessors thanks to dramatic advancements in health care over the last century. Now, thanks to technological innovations, the way we age is transforming from living longer to living better. With a simple swipe or tap of an app, information and services are available at our fingertips. This new economy of connections is what will enable us to live fuller lives as we age, and this presentation touches on important aspects of our lives: technology-driven transportation to help us stay mobile, improved ability to maintain social networks, apps to help us age in place, and technology to help us monitor our health at home.


                          Workshop #6: Initial Coin Offerings: Disrupting the Disruptors

                          Initial Coin Offereings (ICOs) have come into the spotlight this year, potentially altering forever the way that crowdfunding, venture funding and institutional investment works. ICOs leverage cryptocurrency to allow anybody anywhere to invest in projects formerly only accessible to a select group of investors. Billions have been raised so far, but what will the future of ICO funding look like? How and where will cryptocurrencies find their place within the mainstream investment universe?

                            2:50-3:10 p.m.

                            Break with Sponsors and Exhibitors

                              3:10-4 p.m.

                              Workshop #7: 10 Potential Surprises for 2018

                              Everybody loves surprises, right? Well, not everybody. Investors don’t like surprises because they can wreak havoc on their portfolios. An unexpected surge in the price of oil, an unanticipated change in Central Bank policy, an escalation of a military conflict or the devaluation of a major global currency, can all cause significant pain or create significant opportunities in investors’ portfolios. However, savvy investors can actually harness the power of surprises and make them work to their advantage. Discover 10 surprises that can create real opportunity or wreak havoc in 2018.

                                Workshop #8: The Investment Banker’s View of Trends in the Wealth Management Industry

                                This session will cover the most important topics for wealth managers interested in organic and inorganic growth. Proprietary research and analysis from ECHELON Partners will be used to thoroughly cover the following topics: Mergers and acquisitions, and breakaway deal volumes, financing, valuation, the benefits of scale, supply and demand of buyers, and economics for sellers.  

                                  4:15-5:15 p.m.

                                  General Session #3: Geopolitics: 2018 Emerging Trends and Risks

                                  Long-term geopolitical trends and their market implications are the topics for discussion in this session which addresses emerging trends in international politics that will define the global business environment and shape market outcomes for the next several years. Learn where the most important market-relevant political risks lie, and how market players and investment decision-makers can profit from these trends.

                                    5:15-6:30 p.m.

                                    Reception with Sponsors and Exhibitors

                                      Wednesday, January 17

                                      Session Speakers
                                      7 a.m.-12:30 p.m.

                                      Registration/Information Desk Open

                                        7-8 a.m.

                                        Breakfast with Sponsors and Exhibitors

                                          8-9 a.m.

                                          General Session #4: The Trump Agenda—What's Next?

                                          Veteran Washington analyst Greg Valliere offers a wide-ranging review of key policy issues, including such topics as: the Trump agenda and its impact on tax reform and infrastructure, the next Fed chairman, winners and losers in the budget battle, regulatory changes, the current geopolitical climate, and more.

                                            9-9:15 a.m.

                                            Break with Exhibitors and Sponsors

                                              9:15-10:15 a.m

                                              General Session #5: Recession Looms: Do Policymakers Have the Ammo to Extend the Recovery?

                                              This session will examine the prospects for continued growth as the recovery enters its 103rd month. Find out if we should worry about debt and deficits, whether the economy will continue to be robust, if the national debt is sustainable, the potential for a recession before the federal government moves interest rates higher, and more in this lively presentation.

                                                10:15-10:30 a.m.

                                                Break with Sponsors and Exhibitors

                                                  10:30-11:30 a.m.

                                                  General Session #6: More than a Gambler's Fallacy: How Luck Fools Investors, Baseball Umpires, and Asylum Judges

                                                  How do humans get fooled by luck and make bad decisions? Explore how we, as human beings, lack the ability to appreciate randomness, leading to two biases in judgement—finding patterns in random noise and failing to be unbiased in decision making. Discover how investors, baseball umpires, and federal court judges are all prone to the errors that cause poor decision making. More importantly, learn how to remedy these situations and apply solutions to better serve your clients.

                                                    11:30 a.m.-12:30 p.m.

                                                    General Session #7: Building and Sustaining Ethical Culture in Business

                                                    What is an ethical culture and how do we build it? Explore how to connect the personal and the professional by learning how to think critically about ethical aspirations for yourself, your family, and your firm. Gain the skills needed to develop your own toolkit to become a "cultural engineer," an individual who can exert an impact on their own organizational culture.

                                                      1-3 p.m.

                                                      Post-Conference Session: U.S. Tax Summary for Wealth Advisors

                                                      Major tax reform typically only happens every decade or two. The recent legislation HR 1-Tax Cuts and Jobs Act means big changes in 2018 for wealth advisors and their clients. Join Steven Siegel, J.D., LL.M, a seasoned tax attorney and Certified Private Wealth Advisor® (CPWA®) faculty instructor, as he summarizes the recent tax legislation’s impact on individual and corporate tax rates, estate planning, and pass-through business structures. With legislation only a few weeks old, this informational and strategic session is vital to elite wealth advisors.
                                                      Fee: $95 members; $145 non-members
                                                      2 hours of Institute CE
                                                      2 hours of CFP CE

                                                      Space is limited.

                                                      For those who have already registered for Investment Advisor Forum and wish to take part in this session, please fill out the post-registration form and return it to conferences@i-w.org.

                                                      For those who have yet to register, simply add the session to your registration or fill out this form.