DISCOUNTED EARLY-BIRD REGISTRATION DEADLINE ENDS FRIDAY!
IMCA 2009 Fall Professional Development Conference
Conference Dates: October 1–3, 2009
Early-bird registration deadline is September 4!
CE Credit: 20+ hours, including one ethics hours
This conference, held at the Atlanta Marriott Marquis in Atlanta, GA, features keynote addresses by Madoff whistleblower Harry Markopolos, CFA®, CFE; Federal Reserve economist Marci Rossell, PhD; Arthur B. Laffer, PhD, of Laffer Associates; John Vautier, MA, of Vautier Communications; Liz Ann Sonders, MBA, of Charles Schwab & Co., Inc; David S. Pottruck of Hightower Advisors Board of Directors; Ron Temple, CFA®, of Lazard Asset Management, LLC; and Meir Statman, PhD, the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. Additional sessions focus on advanced investment strategies, wealth management, and practice management. Click here to download the full conference brochure and to register.
Also, if your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to more than 1,100 advanced investment and wealth management experts. Click here for more information.
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LIVE AUDIO BROADCAST
Pending Capital Markets Reform Proposals: Implications for Investment Management
Presented: Thursday, September 17, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, September 17.
CE Credit: One hour
Presented by Daniel F. C. Crowley, partner, K&L Gates LLP
In the wake of the economic crisis, all of the laws and regulations governing financial services are being revisited simultaneously. The Obama administration’s financial regulatory reform plan includes new fiduciary duties for investment advisors and brokers, new registration requirements for advisors to private funds, and a new regulatory framework for banking products, over-the-counter derivatives, and other financial products. This session will focus on these proposals and the impact on investment management consultants and advisors. Click here for more information and to register.
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IMCA Pre-Conference Workshop at FPA’s Annual Conference
Workshop Date: October 10, 2009
CE Credit: 6 IMCA-sponsored hours
IMCA is sponsoring a pre-conference workshop at "FPA Anaheim 2009" on Saturday, October 10. The workshop consists of two sessions, "Institutional Portfolio Construction and Investment Policy—A New Paradigm for Serving the Needs of Endowment and Foundation Clients" and "Trends in Private Wealth Management—Advanced Preservation and Distribution Strategies," and features Jim Dobbs, CFP®, John Nersesian, CFP®, CIMA®, CPWASM, and Scott G. Thayer, CIMA®. Click here for more information and to register.
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IMCA 2009 Advanced Wealth Management Conference
Conference Dates: November 9–10, 2009
Early-bird registration deadline is October 9!
CE Credit: 13 hours, including one ethics hour
This conference, held at the Renaissance Chicago Hotel, in Chicago, IL, features keynote addresses by Tobias J. Moskowitz, PhD, The University of Chicago Booth School of Business; Randall S. Kroszner, PhD, MA, The University of Chicago Booth School of Business and former Federal Reserve Governor; and Natalie B. Choate, JD, author and well-known expert in the area of estate planning and retirement benefits. Additional sessions focus on estate planning strategies, serving high-net-worth families, hedge fund replication, asset protection techniques, grantor retained annuity trusts, life insurance trusts, and others. Click here for more information and to register. _______________________________________
IMCA 2009 Practice Management Conference
Conference Dates: December 6–8, 2009
Early-bird registration deadline is November 6!
CE Credit: 13 hours, including one ethics hour
This conference, held at The Canyons Grand Summit Resort in Park City, UT, features keynote addresses by Duncan McPherson, well-known industry author; Norman Inkster, recognized expert in national and international law enforcement and forensic investigations; Ken Haman, widely recognized strategist and performance coach, and others. Additional sessions focus on succession planning, outsourcing, optimum service models, transitioning to an independent practice, and maximizing productivity. Click here for more information and to register. _______________________________________
Chartered Private Wealth AdvisorSM (CPWASM) Certification Program
Enrollment deadline extended to September 10, 2009!
Pre-study commences this month. In-class program will be held March 8–12, 2010, at The University of Chicago Booth School of Business.
The CPWA certification program is an advanced credential created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who attain this certification will gain superior expertise in advanced wealth management content, strategies, and applied concepts. Hear what your peers have said about the program, review the core topics list and detailed learning objectives, or download the application.
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