2019 Investment Advisor Forum

The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at the Institute's Investment Advisor Forum.

Jim Sandidge, J.D., Principal

The Sandidge Group LLC

James Sandidge, principal, The Sandidge Group LLC, has served in sales, sales management, and product roles for multiple asset management companies during his 25-year financial services career.  Mr. Sandidge is the author of Risk, Psychology and Retirement Income: Why Conventional Wisdom Is Wrong about Wealth Distribution and What the Research Really Shows, as well as the papers “Do State Guaranty Associations Make Annuities Less Risky Or More?” and “Adaptive Distribution Theory.”  He earned a B.A., an MBA, and a J.D., University of Denver.