Investments & Wealth Institute Investment Advisor Forum to Feature
Nation’s Leading Investment Experts, Feb. 11-12 in New York, NY
Top academics and industry experts will focus on advanced portfolio management strategies, practical applications and techniques advisors can use to better serve their clients.
DENVER (November 29, 2018) – Advisors from across the nation will gather for the Investments & Wealth Institute® (formerly IMCA) Investment Advisor Forum, Feb. 11-12, 2019 at the New York Hilton Midtown in New York, NY, to learn advanced portfolio management strategies.
“The expectation for advanced knowledge and professionalism is growing. The global economy is dynamic, and today’s top advisors are facing increased challenges navigating through a market steeped with increased volatility, wavering returns, inflation threats and geopolitical risks, not to mention uncertain monetary policies,” said Devin Ekberg, CFA, CPWA®, CIMA®, chief learning officer at the Institute. “Investments and Wealth Institute Investment Advisor Forum is unique because we bring together the nation's top thought leaders from the academic world as well as leading practitioners to discuss advanced portfolio management that is deeply rooted in the curriculum for the Certified Investment Management Consultant® (CIMA®) certification,” added Ekberg. This distinct approach provides attendees with practical and actional knowledge they can use immediately in their practice.
Subject matter experts will address timely topics in finance, economics, behavioral science, business management, and client services. The two-day conference will feature seven general sessions and 8 specialized workshops. The agenda features the following experts:
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Richard Marston, Ph.D., James R. F. Guy Professor of Finance, The Warton School
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Toby Moskowitz Ph.D., Professor of Finance, Yale School of Management
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Andrew Friedman, J.D., Founder & Principal, The Washington Update
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Jim Sandidge, J.D. Principal, The Sandidge Group
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Patrick Nolan, CFA®., Senior Portfolio Strategist, BlackRock Portfolio Solutions Team
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Herman Brodie, Founding Director, Prospecta Ltd.
Additionally, a not to be missed ethics session will be presented by Diana Henriques, Financial Journalist & Author of The Wizard of Lies: Bernie Madoff and the Death of Trust.
Advisors can earn up to 15 hours of professional development continuing education credit. The Institute is a CFP Board CE Quality Partner.
Registration is now open for Investment Advisor Forum. For detailed event information, visit the Investment Advisor Forum event web page. Early-bird pricing ends January 11, 2019.
For Information:
For additional information, or journalists interested in receiving conference credentials, contact Devon Coquillard, communications manager, dcoquillard@i-w.org, 303-850-3202.
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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. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisorsm (RMAsm). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
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