Strategy Forum 2025

Nov. 17 - 18 | NYC

Join fellow members and top practitioners for two dynamic days at Strategy Forum, focused on building resilient portfolios during volatile times.


Register Now→

What’s in Store

Where the Industry’s Best Come Together to Shape What’s Next

Over two dynamic days, Strategy Forum brings together fellow members and advanced practitioners dedicated to serving high-net-worth (HNW) clients at the highest level. Centered on Building Resilient Portfolios During Volatile Times, this event offers a unique opportunity to collaborate with some of the industry's most successful, insightful, and engaging thought leaders, experts, and elite advisors.

Dive Deep into Portfolio Construction and HNW Client Planning

Immerse yourself in expert-led sessions tailored to the evolving needs of today’s advanced practitioners. With content thoughtfully aligned to the CIMA® certification body of knowledge, our agenda is specifically designed for CIMA® professionals while also delivering valuable insights for those holding the CPWA® and RMA® designations through three dynamic tracks.

Gain Insights from the World’s Most Prestigious Business Schools

Learn from renowned faculty some of the world’s top business schools—Yale School of Management, Chicago Booth School of Business, and the Wharton School of the University of Pennsylvania— as they come together to deepen your knowledge and sharpen your edge so you can lead your clients with confidence into the future.

Peer-to-Peer Learning Experiences

New to Strategy Forum this year – we are proud to introduce “Planning in Practice” sessions designed to facilitate discussions of real-world client case studies and opportunities for attendees to share their experiences.

Enjoy the Big Apple

Strategy Forum combines world-class education with the vibrant energy of Times Square. Enjoy an immersive experience just steps from Broadway, iconic landmarks, and NYC’s renowned dining scene—all from the centrally located New York Marriott Marquis. Discounted room rates available for a limited time!

300+

Advanced investment and wealth managers in attendance

$364M

Average assets under management of attendees

20+

Wealth and investment education sessions

30+

Industry-leading speakers

Agenda Overview

Our programming is selected and reviewed by your peers. With content thoughtfully aligned to the CIMA® certification body of knowledge, our agenda is specifically designed for CIMA® professionals while also delivering valuable insights for those holding the CPWA® and RMA® designations through three dynamic tracks:

  • Strategic Portfolio Construction (Pre-Retirement Focus): Ideal for CIMA® professionals, this track delivers cutting-edge insights in advanced portfolio management for clients focused on building wealth.

  • Strategic Portfolio Construction (Retirement Focus): Built for RMA® certified professionals, this track emphasizes practical, precise strategies for managing retirement income in an increasingly complex environment.

  • Serving HNW Clients (Pre-Retirement and Retirement): Perfect for all certified professionals—especially CPWA®—this track explores how to better serve the distinct needs of high- and ultra-high-net-worth clients throughout their financial journeys.

We’re working closely with our planning committee to finalize the lineup, and details will be available soon! Below is a high-level overview of the event schedule:

Sunday, November 16, 2025

2:00 pm - 3:40 pm: Optional Pre-Conference Workshop (included with registration)

4:00 pm - 6:00 pm: Women in Wealth Session & Reception

Monday, November 17, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 12:10 pm: General Session and Education Breakouts

12:10 pm - 1:30 pm: Lunch

1:40 pm - 3:40 pm: Education Breakouts

3:40 pm - 5:30 pm: Learning Labs - Workshops

5:30 pm - 6:45 pm: Reception

Tuesday, November 18, 2025

7:00 am - 8:00 am: Breakfast

8:00 am - 11:45 am: General Sessions

Who's on Stage - Coming Soon!

Past Featured Speakers at Institute Events

Dr. Peter Attia

Founder, Early Medical

Herman Brodie

Founding Director, Prospecta Ltd

Lauren Goodwin

Chief Market Strategist, New York Life Investments

Michael Sandel

Political Philosopher; Professor of Government, Harvard University

"My favorite resource that the Institute offers is the conferences.  Not only is it about the quality of the speakers you bring in, but the quality of people you're in the room with.  I know we all love being able to get virtual CE, but it is not the same as coming in person and being able to network and talk with your peers."

Dana Anspach, RMA®
Founder & CEO, Sensible Money

"Strategy Forum has been the one conference I never miss – been attending for over 15 years!  The content and the presenters never fail to inform, motivate and has made me better at my job.”

Tom DiBardi, CIMA®, ChSNC®
Client Portfolio Manager at Chartwell Investment Partners

"I come here for the education. What I want to be able to do is walk into that session and walk away going, 'I have something I can implement on behalf of my clients next Tuesday' and that's what I walk away with each and every time."

Kevin M. Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley

"The Investments & Wealth Institute conferences are an opportunity to hear from industry thought leaders and successful advisors in the community on what they are doing and how they are doing it for the benefit of their clients and practices."

Lauris S. Lambergs, CIMA®
Co-founder and Chief Investment Officer, Renaissance Wealth Advisors, LLC

Take Advantage of Early-Bird Pricing Until October 10th

Standard Registration

Save $200 with Early-Bird Registration

$1495$1295

Signature Member Registration

Save 25% on the Early Bird Rate

$1295$971.25

Elite Member Registration

Save 40% on the Early Bird Rate

$1295$777

Questions? Reach Out to Our Team

Email Us→

conference@i-w.org

Give Us a Call→

+1 303 770 3377