Advanced Investment Strategist with The Wharton School

Date:
September 11 2017 to September 12 2017
Location:
The Inn at Penn, A Hilton Hotel
3600 Sansom Street
Philadelphia, PA 19104
United States
Phone:
+1 (215) 222-0200

Attend the Masters Series: Advanced Investment Strategist program to learn from the nation’s leading thought leaders from The Wharton School at the University of Pennsylvania. Designed for advanced financial services professionals in collaboration with The Wharton School, this two-day program offers the latest on advanced asset allocation, macroeconomics, impact investing, international investing, decision-making, and more.

Don’t miss:

Richard Marston, Ph.D., James R. F. Guy Professor of Finance, The Wharton School at the University of Pennsylvania, global expert on foreign exchange risk management, international asset pricing, and international investments. Known for his expertise in working with high-net-worth investors, he serves as the academic director for Wharton’s highly acclaimed Private Wealth Management program. 

 

 

Katherine Milkman, Ph.D., associate professor, The Wharton School at the University of Pennsylvania, nationally-known expert on how individuals systematically deviate from making optimal choices and how individuals can be influenced – nudged – to make good decisions through choice architecture.

 

 

 

ABOUT THE WHARTON SCHOOL

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 10,000 annual participants in executive education programs; and a powerful alumni network of 95,000 graduates.

 

 

General Session
Mon. Sep 11
Tue. Sep 12
The Wharton School at the University of Pennsylvania

Peter Conti-Brown, assistant professor, The Wharton School at the University of Pennsylvania, is a financial historian and legal scholar who studies central banking, financial regulation, and public finance, with a focus on the history and policies of the U.S. Federal Reserve system. The author of The Power and Independence of the Federal Reserve, editor of When States Go Broke: Origins, Context, and Solutions for the American States in Fiscal Crisis, and editor of the Research Handbook on Central Banking, Professor Conti-Brown has been quoted by numerous media outlets. He has also testified before the U.S. Senate Banking Committee on reforming the Federal Reserve and is a term member of the Council of Foreign Relations. He earned his A.B., Harvard College, J.D., Stanford Law School, and Ph.D., Princeton University. 

The Wharton School at the University of Pennsylvania

Chris Geczy, academic director, Jacobs Levy Equity Management Center for Quantitative Financial Research and Wharton Wealth Management Initiative, Wharton Executive Education, The Wharton School at the University of Pennsylvania, focuses on multifactor models, wealth management, risk management, asset allocation, the performance of managed funds including hedge funds, venture capital and private equity, ESG incorporation in funds and portfolios, and various aspects of equity lending and short-selling. Professor Geczy’s work has appeared in numerous books and scholarly journals. He currently serves on Intel’s U.S. Retirement Plans’ Investment Policy Committee and has served on the Economic Advisory Board of NASDAQ. A founding member and past chairman, Mid-Atlantic Hedge Fund Association, he also advises a number of private and institutional investors, including pension plans, insurance companies, and ultra-high net worth families and others in the area of portfolio construction, management and evaluation, asset allocation, investment selection, alternative investments including private equity, infrastructure, hedge funds, risk management, and subprime exposures in both the 1940 Act space, as well as the private fund area. He earned his doctoral degree from the Graduate School of Business at the University of Chicago (now the Booth School).

The Wharton School at the University of Pennsylvania

Joao Gomes, Howard Butcher III Professor of Finance, Wharton School of the University of Pennsylvania, concentrates his research in the areas of macroeconomics and financial markets. Professor Gomes’ recent research has covered the determinants of the corporate investment and financing decisions of firms and how they are linked to movements in financial markets, and monetary and fiscal policies. He has also examined the role of financial leverage in determining the cost of capital, the causes of performance variation across asset classes, and the quantitative importance of financial market imperfections on corporate decisions and economic cycles. His research has been awarded several awards and published in top-rated academic journals around the world. Previously, Gomes taught at the London Business School, University of British Columbia, Nova SBE, and the U.S. Federal Reserve. He earned a B.S., Nova SBE (Portugal), an M.A., University of Rochester, and a Ph.D., University of Rochester.

The Wharton School at the University of Pennsylvania

Richard Marston, James R. F. Guy Professor of Finance, and director, George Weiss Center for International Financial Research, The Wharton School at the University of Pennsylvania, regularly participates in the   Investment Management Consultants Association (IMCA) CIMA® Program and the Advanced Management Program. Director of Wharton’s Private Wealth Management Program, a program for ultra-high-net-worth families, he has helped more than 700 family members through this week-long program and currently serves on the investment committees of four ultra-high net worth families. Professor Marston’s research has been presented in Europe, Latin America, and Asia, as well as in the U.S. where his work was most recently showcased by the Bank of America/Merrill Lynch, Delaware Investments, Lincoln Financial, and Morgan Stanley. In 2014, he received IMCA’s Matthew McArthur Award for outstanding contributions to investment management. The author or editor of six books, he won the Sanwa Bank’s Prize for International Finance and Portfolio Design: A Modern Approach to Asset Allocation. He earned a B.A. summa cum laude, Yale University, B.Phil, Oxford University, and Ph.D., Massachusetts Institute of Technology. He is the recipient of a Rhodes Scholarship and a Fulbright Fellowship.

The Wharton School and the Perelman School of Medicine

Katherine Milkman, associate professor, The Wharton School and the Perelman School of Medicine, and co-director, Wharton People Analytics Initiative, University of Pennsylvania, is well known for her research on using big data to document the various ways in which individuals systematically deviate from making optimal choices, especially on the question of what factors produce self-control failures and how to reduce the incidence of such failures. The recipient of numerous awards, Professor Milkman received an early career award from the Federation of Associations in Behavioral & Brain Sciences and was named one of the world’s top 40 business school professors under 40 by Poets and Quants. Her work is frequently published in leading academic journals and she is often quoted by major news outlets. Voted Wharton's “Iron Prof” by the school’s students, she has consulted with numerous companies, including Evive Health, Quickflix, Google, the American Red Cross, Cummins Engines, Wipro, HelloWallet, and StickK.  She earned a B.S.E., Princeton University, and Ph.D., Harvard University.

Simon Fraser University

Andrey Pavlov, professor of finance, Simon Fraser University (Vancouver), specializes in real estate finance. His research focuses on mortgage-backed securities pricing and commercial and residential market risk management. He has also worked on the modeling of aggressive lending practices, risk management for publicly traded real estate companies, mortgage and equity securitization, and mortgage default risk modeling using non-parametric methods and spatial statistics. A fellow of the Ziman Real Estate Center at the University of California, Los Angeles, Professor Pavlov is the winner of the Homer Hoyt Advanced Studies Institute Best Dissertation Award, a post-doctoral honoree of the Homer Hoyt Advanced Studies Institute, and a trustee of the Simon Fraser University academic pension plan. Since 2006, he has taught real estate finance for The Wharton School's Executive Education Program at the University of Pennsylvania, where he also served as a visiting associate professor during 2006-2008. Widely published and a much sought-after speaker, author, and consultant for both the public and private sectors, he has recently consulted for the U.S. Department of Housing and Urban Development, the Canadian Mortgage and Housing Corporation, major mortgage lenders, banks, insurers and hedge funds. He earned his Ph.D. from the Anderson School, University of California, Los Angeles.

The Wharton School at the University of Pennsylvania

Nikolai Roussanov, Moise Y. Safra Associate Professor of Finance, The Wharton School at the University of Pennsylvania, and research associate, National Bureau of Economic Research, investigates the areas of interaction between asset pricing and macroeconomics – ranging from equity to fixed income, currency, and commodity markets, to entrepreneurship and consumer financial behavior. Published in academic journals around the globe, he currently serves on the board of directors of the Macro Finance Society and on the editorial boards at the Journal of Finance and Journal of Monetary Economics. Recognized in 2015 with the prestigious 2015 AQR Insight Award, he earned his undergraduate degree from Harvard College and doctoral degree in finance from the University of Chicago.  

The Inn at Penn, A Hilton Hotel
3600 Sansom Street
Philadelphia, PA 19104
215-222-0200

IMCA has reserved a block of rooms at The Inn at Penn, A Hilton Hotel, at the special group rate of $229 single/double per night. This rate includes complimentary in-room Internet. 

Make your reservation now. The special rate is available through August 18, 2017, on a first-come, first-served basis, so early reservations are recommended.

Booking a room in the IMCA room block is an important way to support the association and keep overall meeting costs as low as possible. IMCA commits to a block of rooms at select hotels on behalf of conference attendees and has a financial obligation to fill these blocks.  Please help us avoid potential penalties and control costs for future events by staying at the official hotels.  Staying within the block is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at these sites during the conference.  If you are required to reserve a room through your company’s travel department, please forward the booking link to them so that you can reserve a room in IMCA’s room block.

Location and Transportation
The Inn at Penn is located on the campus of the University of Pennsylvania. The Philadelphia International Airport is eight miles from the hotel.

Getting to the hotel from the airport is easy with many options.

  • A taxi from Philadelphia Airport to The Inn at Penn is $30 each way.
  • Ride-sharing services such as Uber and Lyft service the Philadelphia International Airport.

The Amtrak 30th Street Station is located one mile from the hotel. To access the trolley to the hotel, walk one block south to the 30th St. Trolley Station on the corner of 30th St. and Market St. Take the #11 trolley (13th-Market) to 36th St. Trolley Station and walk one block west to the Inn at Penn hotel.

Parking
The Inn at Penn offers both valet and self-parking services. Valet is $43 for overnight parking with in and out privileges and $20 for daily parking. Self-parking is available at the garage at 38th and Sansom (one block from the hotel).

Registration Fees

Earlybird1 by August 11, 2017

After August 11, 2017

 

IMCA Members

$1,245

$1,345

Register

Join & Go2

$1,445

$1,545

Register

Nonmember

$1,640

$1,740

Register

Click here to download a hard-copy registration form.

1Both the registration form and payment must be received by August 11, 2017, to be eligible for the advanced early-bird rate.
2Special offer—Renewals and reactivations are not eligible. Conditions apply.  Subject to change without notice.  Membership is nontransferable and dues are nonrefundable.

Cancellation/Transfer Policy

Requests to cancel or transfer a conference registration must be received in writing at [email protected]. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by August 25, 2017.  The registration fee less a 30% cancellation/transfer fee will be refunded for requests received between August 26 and September 4, 2017.  IMCA is unable to provide refunds or transfer registration fees to another event after September 4, 2017, or for no-shows.

You will receive an email from the IMCA conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303.770.3377.

To print a receipt of this purchase, log in to your “My IMCA” account now.  If you have any questions or concerns, e-mail [email protected].

 

Continuing Education (CE) Credit

IMCA Certification (CIMA®, CIMC®, CPWA®). This program will provide up to 13 hours of CE credit, including two hours of ethics CE. IMCA will upload all CE earned directly to your MyIMCA record within two weeks of the activity. The program is subject to change which may affect the number of hours of CE provided.

CFP® Certification. This program has been accepted for up to 11 hours of CFP CE. This does not include CFP ethics CE. IMCA will report your attendance at individual conference sessions to the CFP Board on your behalf. Please check your MyIMCA account www.IMCA.org/user to ensure your CFP ID is in our database and accurate.

NASBA CPE Credit. IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

Other certifications/designations. IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

The topics addressed in this conference are designed for experienced investment and wealth advisors. While IMCA does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in IMCA's CIMA or CPWA certification programs. 

Thank you to the following companies for supporting the 2017 Masters Series: Advanced Investment Strategist.

Platinum Partners

Amundi Pioneer Investments

Nationwide

Russell Investments

TD Ameritrade Institutional

Gold Partners

Raymond James Investment Advisors Division

Wells Fargo Advisors Financial Network

Bronze Partners

Matthews Asia

Exhibitor

Oberweis Asset Management

Contact Lara Davies at [email protected]for exhibitor and sponsorship opportunities if you are East Coast-based. Contact Suzie Byrnes at [email protected] if you are West Coast/Midwest-based.

Date: 
Monday, September 11, 2017 to Tuesday, September 12, 2017

Attend the Masters Series: Advanced Investment Strategist program to learn from the nation’s leading thought leaders from The Wharton School at the University of Pennsylvania. Designed for advanced financial services professionals in collaboration with The Wharton School, this two-day program offers the latest on advanced asset allocation, macroeconomics, impact investing, international investing, decision-making, and more.

Don’t miss:

Richard Marston, Ph.D., James R. F. Guy Professor of Finance, The Wharton School at the University of Pennsylvania, global expert on foreign exchange risk management, international asset pricing, and international investments. Known for his expertise in working with high-net-worth investors, he serves as the academic director for Wharton’s highly acclaimed Private Wealth Management program. 

 

 

Katherine Milkman, Ph.D., associate professor, The Wharton School at the University of Pennsylvania, nationally-known expert on how individuals systematically deviate from making optimal choices and how individuals can be influenced – nudged – to make good decisions through choice architecture.

 

 

 

ABOUT THE WHARTON SCHOOL

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 10,000 annual participants in executive education programs; and a powerful alumni network of 95,000 graduates.

 

 

Location: 
The Inn at Penn, A Hilton Hotel
3600 Sansom Street
Philadelphia, PA 19104
United States
Phone: 
+1 (215) 222-0200