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Best-Selling Author, Swiss Finance Institute Professor, and Global Thought-Leader Among Featured Speakers at Investments & Wealth Institute’s 2018 Annual Conference Experience

Issue date: Thursday, March 01, 2018

Contact Information: Greta Gloven | +1 (303) 850-3079 | Contact Email: ggloven@i-w.org

Daniel Goleman, Alexander Wagner, and Pippa Malmgren to speak at Investments & Wealth Institute’s 2018 Annual Conference Experience

More than 1,600 financial service professionals will gather in Nashville to learn from the industry’s foremost thought leaders at the Investments & Wealth Institute’s (formally IMCA®) 2018 Annual Conference Experience (ACE), May 6-9.

General session speakers will feature internationally-known experts, including:

  • Daniel Goleman, Ph.D., psychologist, and best-selling author of Emotional Intelligence: Why it Can Matter More Than IQ, and Altered Traits: Science Reveals How Meditation Changes Your Mind, Brain, and Body. Dr. Goleman has spent many years reporting on the brain and behavioral sciences for The New York Times and was previously a visiting faculty member at Harvard University.
  • Alexander Wagner, Ph.D., professor of finance, Swiss Finance Institute, University of Zurich, and chairmen of the Swipra Foundation. Mr. Wagner has recently investigated how investors perceive managerial words and deeds, as well as the stock market implications of the Trump election.
  • Pippa Malmgren, Ph.D., co-founder and president, Canonbury Group, and co-founder and president, Principalis. The Honorable Pippa Malmgren is a world-renowned international authority on politics and its impact on the economy, regularly visiting with leading government policy-makers, the boards of central banks, and officials among G7 countries in order to discern how the political and policy environment influences prices in financial markets.
  • Vikram Mansharamani, Ph.D., researcher, academic, author, entrepreneur, and active investor. Mr. Mansharamani is recognized as an authority on geo-politics and geo-economics and the interplay between the two.

General sessions and workshops offer ACE attendees a variety of learning options based on tracks that align with their interests, including: Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor (RMA®) Program.

“The caliber and intensity of the educational experience offered at ACE is unmatched,” said Devin Ekberg, CPWA®, CFA®, managing director of education. “And because the expectation for expertise in the industry is at an all-time high, the need for sessions offered by industry-leading speakers is there.”  

For detailed information, visit the Institute’s 2018 Annual Conference Experience web page. Journalists interested in receiving press credentials should contact Greta Gloven at ggloven@i-w.org or (303) 850-3079.

About the Investments & Wealth Institute

Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth InstituteTM, IMCA®, Investment Management Consultants Association®, CIMA®, Certified Investment Management Analyst®, CIMC®, Certified Investment Management ConsultantSM, CPWA®, Certified Private Wealth Advisor®, RMASM, and Retirement Management AdvisorSM are trademarks of Investment Management Consultants Association Inc. doing business as The Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.


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