2021 Investment Advisor Forum

This is the industry’s premier portfolio management forum. Master advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Thank You To Our Participating Partners!

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To learn more about partnerships, sponsorships, exhibits, advertising, educational programs, and research opportunities, please contact:


Tim Whiting
Chief Revenue Officer
201-925-6613
twhiting@i-w.org

Suzie Byrnes 
Key Accounts Director (Western Region)
303-850-3093
sbyrnes@i-w.org

Lara Davies 
Key Accounts Director (Eastern Region)
303-850-3081
ldavies@i-w.org

Kelly Gormley
Key Accounts Director (Business Development Consultant)
303-619-2977
kgormley@i-w.org

Asif Nasim
Key Accounts Director
416-455-6569
anasim@i-w.org