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Leading Behavioral Economists and Geopolitical Experts Among Featured Speakers at Investments & Wealth Institute’s 2018 Annual Conference Experience

Issue date: Thursday, February 15, 2018

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

Dan Ariely, Daniel Goleman and Vikram Mansharamani to speak at the Institute’s 2018 Annual Conference Experience

More than 1,500 financial service professionals will gather to learn the latest on investment and wealth management from more than 40 of the industry’s foremost thought leaders at the Investments & Wealth Institute’s® (formerly IMCA) 2018 Annual Conference Experience (ACE–Nashville), May 6–May 9, at Music City Center in Nashville, Tennessee.
General session speakers will feature internationally-known experts, including: 
  • Dan Ariely, Ph.D., the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and New York Times columnist, on the psychology of money for investment and wealth managers
  • Daniel Goleman, Ph.D., internationally known psychologist and science journalist for the New York Times, on using emotional intelligence to better serve clients
  • Pippa Malmgren, Ph.D., former George H. W. Bush economic advisor, economist and trend-spotter, on how public and private innovations impact the global economy
  • Vikram Mansharamani, Ph.D., Harvard University lecturer and global trend-watcher, on how to spot bubbles and navigate economic uncertainty
  • Alexander Wagner, Ph.D., associate professor of finance at Swiss Finance Institute, University of Zurich, on ethical decision-making for investment and wealth managers
General sessions, super sessions and workshops offer ACE attendees a variety of learning options based on tracks that align with their interests, including: investment management, wealth management, advanced business strategies, retirement management, institutional consulting and the art & science of wholesaling. Additionally, a pre-conference workshop will focus on serving high-net-worth clients through advanced ethics and expertise.
Topics for ACE sessions are 100 percent peer-reviewed and based on the Institute’s Investments & Wealth Competency Matrix, a foundation for all of the Institute’s educational offerings focusing on five knowledge domains covering 22 knowledge sections. The matrix has recently been updated based on a detailed job analysis of more than 2,000 investments and wealth professionals in Fall 2017.
ACE offers a variety of continuing education (CE) opportunities for Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management ConsultantsSM (CIMCSM) and Retirement Management AdvisorSM certificants can earn up to 24–26 hours of live and online CE credits.
ACE–Nashville registration is now open, with early bird rates ending April 6, 2018. For detailed conference information, visit the 2018 ACE website.  
Journalists interested in receiving conference credentials or using the Institute’s on-site conference video studio 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 Institute, 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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