IMCA's Advanced Wealth Management Conference is fast becoming the must-attend wealth management event for IMCA members, Certified Private Wealth Advisor® (CPWA®) designees, and top advisors around the country. Join some of the industry's most influential minds on October 19-20 in Chicago to discuss some of the leading topics in wealth management today. This year's speakers include John Heaton, professor of finance at the University of Chicago Booth School of Business, Moshe Milevsky, associate professor of finance at the Schulich School of Business, and Marvin Zonis, professor emeritus at The University of Chicago Booth School of Business.
John Heaton, PhD, is the Joseph L. Gidwitz professor of finance at the University of Chicago Booth School of Business. He studies asset pricing, portfolio allocation, and time-series economics. His research has earned him numerous fellowships, including an Alfred P. Sloan Research Fellowship, a National Science Foundation Fellowship, and a Provost Fund Fellowship from Massachusetts Institute of Technology (MIT). Prior to joining the Chicago Booth faculty in 2000, he was the Nathan S. and Mary P. Sharp Distinguished Professor of Finance at Northwestern University’s Kellogg School of Management. He also held positions at MIT’s Sloan School of Management and at the Hoover Institution. Currently, he is also a research associate of the National Bureau of Economic Research. Originally from Canada, he earned a bachelor’s degree in commerce at the University of Windsor, a master’s degree in economics from the University of Western Ontario, and a PhD in economics from the University of Chicago.
Moshe Milevsky, PhD, is associate professor of finance at the Schulich School of Business at York University, Toronto, and Executive Director of The IFID Centre. He has published 10 books, more than 60 peer-reviewed articles and is on the editorial board of the Journal of Pension Economics and Finance, Risk Management and Insurance Review, and the Journal of Retirement. In his session, Milevsky will present principles around sound retirement-income planning by presenting the equations that are at the core of providing a sustainable retirement income.
Marvin Zonis, PhD, is a former professor at The University of Chicago Booth School of Business, where he taught courses on international political economy, leadership, and e-commerce. As head of Marvin Zonis & Associates, he consults to corporations and professional asset management firms worldwide, helping them to identify, assess, and manage political risks. He has written extensively on globalization, digital technologies, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy, and he has been published in the Financial Times, the New York Times, the International Herald Tribune, Chief Executive magazine, La Vanguardia, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World: The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran; and The Political Elite of Iran. In his session, Zonis will examine the rules for successful global investing and the 15 principles for "getting globalization right," including estimates of corruption, leadership succession, external threats, and others, to help businesses effectively assess.