Browse Past Events from the Investments & Wealth Institute

IWI has a well-established track record of developing high-quality events for advisors, by advisors. Program sessions have prioritized speakers from leading academic institutions and innovative thought leaders throughout the industry, and they are intended to challenge, educate, and most importantly, give practical takeaways advisors can apply to their practice. To get an idea of our past successful event programming—see our most recent events below.

Learn About Past Conferences from IWI

Investments & Wealth Strategy Forum 2023 - New York City

Held November 28-30, 2023 at the New York Marriott Marquis in New York City, NY, this event brought together investment and wealth management professionals for three days of insights and practical strategies around growing, stewarding and preserving the wealth of HNW and UHNW clients.

View the Program

Lifecycle Planning Virtual Conference

Originally held September 19, 2023, this inaugural virtual event featured thought leaders panels comprised of cutting-edge practitioners, as well as industry and academic experts who identified and address the unique financial planning and wealth management opportunities that impact individuals and families at different stages in the human lifecycle—from early career professionals to those who are well into their retirement.

ACE Academy 2023 - San Diego, CA

IWI’s annual flagship conference intended for “exceptional advisors”—and the largest association-based event in the industry—was held April 30-May 3 and included unbiased, peer-reviewed programming centered around five tracks: investment management, wealth management, retirement management, behavioral finance, and independent practices.

View the Program

Investments & Wealth Masters Forum - Scottsdale, AZ

Originally held February 5-9, 2023, the Investments & Wealth Masters Forum took a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event focused on the curated needs of HNW and UHNW clients and was available to those advanced advisors who serve clients with assets of $5M or more.

View the Program

Investments & Wealth Forum 2022 - New York City

Originally taking place from November 29-December 1, 2022, the Investments & Wealth Forum - New York City provided a 360-degree approach to portfolio construction using alternative investments and proven behavioral finance techniques. 

View the Program