LAST CHANCE TO PRE-REGISTER
IMCA 2010 New York Consultants Conference
Conference Dates: January 11–12, 2010
CE Credit: 12.5 hours, including one ethics hour
This conference, held at the Grand Hyatt New York, features keynote addresses by Robert S. Kapito, director and president of BlackRock; MIT professor Andrew W. Lo, a leading authority on hedge funds; Barry Ritholtz, editor of The Big Picture Blog and author of the popular book, Bailout Nation; Nouriel Roubini, PhD, Leonard N. Stern School of Business, New York University, and chairman of Roubini Global Economics, and more. This conference is nearing capacity, so click here for more information and to register.
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LIVE WEBINAR—WEDNESDAY, JANUARY 13, 2010
Diamonds in the Rough: Selecting Active Managers and Funds in a Passive World
Registration deadline for live Webinar is 1:45 PM EST, January 13
CE Credit: One IMCA-sponsored hour
Presented by Jim Harvey, CIMA®, CPWA®
This session is the final part in a three-part Financial Planning Association Virtual Learning Center series—powered by IMCA—on advanced investment management principles and techniques. Before the credit crisis, the common wisdom of many advisors and the financial media was that passive investing was the only sensible way to manage money. Attendees will learn how to analyze investment consultants, search and select active managers and funds, and what important role they play in a well-diversified and designed portfolio. For more information or to register visit FPA’s Web site.
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LIVE AUDIO BROADCAST—THURSDAY, JANUARY 21, 2010
Delivering High Impact, High Volume Client Reviews
Registration deadline for live broadcast is 4 PM EST, January 21
CE Credit: One hour
Presented by Kevin M. Sanchez, MBS, CIMA®, CFP®, and Brian Sharpes, CIMA®, Golden Gate Institutional Consulting Group of UBS Institutional Services
Scheduling, preparing, and holding client reviews is time-consuming, but clearly an extremely vital aspect of keeping your practice profitable and on-track. This session will demonstrate examples of how to structure your practice and the process needed to efficiently meet with each client—whether institutional or high-net-worth individual—on a quarterly basis. Click here for more information and to register.
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IMCA Sponsors AICPA Personal Financial Planning Conference
Conference Dates: January 18–20, 2010
CE Credit: Up to 35.5 total hours, including 10 IMCA-sponsored hours
IMCA is partnering with the American Institute of Certified Public Accountants (AICPA) to power the investment management track at the upcoming AICPA Advanced Personal Financial Planning Conference in Lake Buena Vista, FL. Session topics cover: how to build, grow, and structure a practice; how to expand your knowledge in niches such as retirement planning and wealth management; advice on advanced financial planning subjects; and updates on technical issues. AICPA is offering $200 off regular registration packages for IMCA members. Click here for more information.
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IMCA 2010 Specialty Conference—Asset Allocation
Conference Dates: February 22–23, 2010
Early-bird registration deadline is January 22!
CE Credit: 12.5 hours, including one ethics hour
You won’t want to miss this conference, held at The Fairmont Scottsdale, Scottsdale, AZ, where Justin Fox, 2009 Financial Times nominee for best business book, The Myth of the Rational Investor, documents the history of the efficient markets that led many to their doom in the latest crisis. Hear real-world perspective from James J. Dunn, chief investment officer at Wake Forest University, on whether or not the critique of the endowment model holds merit. Find out what Mark Taborsky, executive vice president of asset allocation at PIMCO, thinks about the economic recovery leading to a new normal of de-risking, de-leveraging, re-regulation, and ultimately to reduced GDP expectations. Learn from F. John Mathis, PhD, director of Global Financial Services Center and professor of global banking and finance at the Thunderbird School of Global Management. Additional sessions focus on sustainable investing, allocating to Asia, asset dedication and asset management liability, real estate and REIT investing, endowment models, and more. Click here for more information and to register.
If your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to advanced investment and wealth management experts. Space is limited! Click here for more information.
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IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hours
This conference, held at the brand-new Hilton Orlando Bonnet Creek and Waldorf Astoria Orlando in Orlando, FL, offers an unparalleled opportunity to network, attend first-class workshops, attain continuing education credits, and more. Plan to attend the event of the year for advanced investment and wealth management professionals, featuring keynote presentations from Erin Arvedlund, financial writer and author; William L. Fouse, MBA, CFA®, co-founder and chairman emeritus of Mellon Capital; Harvard Divinity School professor Peter J. Gomes; Michael Lewis, financial journalist and author; Joseph Stiglitz, PhD, Columbia University professor; Marvin Zonis, PhD, economist and professor at The University of Chicago Booth School of Business; and many more. Click here for more information and to register.
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