IMCA 2014 Annual Conference

Date:
May 4 2014 to May 7 2014
Location:
Hynes Convention Center
Boston, MA
United States

IMCA’s world-class Annual Conference comes to Boston May 4-7 2014, featuring noted statistician Nate Silver, international economist Dambisa Moyo, Harvard professor Michael J. Sandel, finance professor Moshe A. Milevsky, and many more outstanding speakers.

Click here to download the conference brochure.

 

Nate Silver is today's leading
statistician through his
innovative analyses of political
polling.

Dambisa Moyo, PhD, is an international
economist who writes on the
macroeconomy and
global affairs.
Dan Heath is a senior fellow
at Duke University’s Center
for the Advancement of
Social Entrepreneurship.

Thank you to our media partner for their support.

General Session
Sun. May 4
Mon. May 5
Tue. May 6
Wed. May 7
Pre-Conference Workshops
Sun. May 4
Workshops
Tue. May 6
Super Sessions
Mon. May 5
Princeton University

Alan Blinder is the Gordon S. Rentschler Memorial Professor of Economics and Public Affairs at Princeton University; vice chairman of the Promontory Interfinancial Network; and a Wall Street Journal columnist. He served as vice chairman of the Federal Reserve System Board of Governors and on President Bill Clinton's original Council of Economic Advisers. During the 2000 and 2004 presidential campaigns, he was an economic advisor to Al Gore and John Kerry, and he continues to advise numerous members of Congress and officeholders. He has taught at Princeton since 1971 and was the founder and either director or co-director of Princeton's Center for Economic Policy Studies from 1989 to 2011. He is the author or co-author of 20 books, including the textbook Economics: Principles and Policy (with William J. Baumol) and After the Music Stopped: The Financial Crisis, the Response, and the Work Ahead. He has written numerous scholarly articles on fiscal policy, central banking, offshoring, and the distribution of income. He appears frequently in the media. He is a member of the board of the Council on Foreign Relations, the Economic Club of New York, the Bretton Woods Committee, and the Bellagio Group, and a former governor of the American Stock Exchange. He earned an AB from Princeton University, an MSc from the London School of Economics, and a PhD from the Massachusetts Institute of Technology, all in economics.

Cannon Financial Institute

Phil Buchanan is chairman of the board of Cannon Financial Institute, which provides training for wealth management professionals in the areas of sales, sales management, practice management, wealth transfer, estate planning and taxation, domestic and international private banking, and commercial lending. He earned a BS in economics from University of Georgia.

Candura Group, LLC

Dan Candura, is founder of Candura Group, LLC, where he provides financial advice to consumers and ethics training for financial professionals. He also is president of PennyTree Advisers, LLC, where he provides personal financial planning for consumers, financial education and counseling to employees in workplace settings, and litigation support and forensic financial analysis services for attorneys. He has taught financial planning, insurance planning, and retirement planning in the Sawyer School of Business at Suffolk University. Previously he worked for ING Financial Advisers as well as American Express Financial Advisors. He appeared in the PBS documentary Retirement Revolution and has been a frequent contributor in other media and industry events. He served on the board of directors of The Certified Financial Planner Board of Standards. He is a graduate of Stonehill College and earned a masters degree from Bridgewater State University.

The Options Industry Council

Eric Cott is director, financial advisor education, for The Options Industry Council, where he is responsible for expanding the firm’s outreach to financial advisors via conference panel discussions, advisor-oriented educational seminars, and development of curriculum and web content. Previously he was a regional vice president and retirement income consultant at Sunlife Financial Distributors Inc., where he identified and cultivated new business, increasing assets and revenue share. Before that, he was a producing manager and assistant vice president at Merrill Lynch Pierce, Fenner & Smith, Inc., where he built a wealth management practice. He earned a BA from University of Wisconsin Madison.

Wilshire Associates

Mannik Dhillon is a managing director and principal at Wilshire Associates, where he chairs the manager research oversight committee and leads the team responsible for due diligence and rating and recommendation of managers. His focus is on emerging market strategies as well as hedge funds. Previously he was a manager research consultant for Hewitt Associated, where he served on the investment manager evaluation committee and consulted institutional clients on plan administration and design, fund changes, and performance monitoring. He earned a BBA in finance from University of Georgia.

Interactive Communications, Inc.

Mary Anne Doggett is co-founder and managing partner of Interactive Communications, Inc. She has spent more than 17 years traveling with, listening to, and working with wholesalers and their management teams to help them improve their sales results. Before founding Interactive Communications, she worked with Citigroup in a variety of line management positions, sold healthcare solutions, and researched behavioral change at the University of Vermont. She earned an MBA from the NYU Stern School of Business.

Edelman Financial Services, LLC

Ric Edelman is chairman and CEO of Edelman Financial Services, LLC; author of several personal finance books, including The Truth About Money; and host of The Ric Edelman Show, a syndicated weekly personal finance talk radio show. He was ranked the #1 Independent Financial Advisor in the nation by Barron’s in 2009, 2010, and 2012. (For 2011, he was ranked #2.) He is an alumnus of Rowan University.

J.P. Morgan Asset Management

Bill Eigen is managing director and head of the absolute return and opportunistic fixed income group at J.P. Morgan Asset Management. Previously he headed Highbridge Capital Management's fixed income group and spent 12 years at Fidelity Investments as an analyst and lead portfolio manager. He began his career as a group pension investment consultant in the retirement and investment services group at CIGNA, where he completed his tenure as a stable value investment manager. He earned a BS degree in finance from the University of Rhode Island. He has served on the board of directors of the Boston Security Analysts Society and is a member of its education board.

Mebane Faber is co-founder and chief investment officer of Cambria Investment Management, where he is manager of Cambria’s Global Tactical ETF, separate accounts, and private investment funds for accredited investors. He also is co-founder of AlphaClone, an investing research website; author of the World Beta blog; and co-author of The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets. He speaks and writes often about investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. He earned a degree and engineering science and biology the University of Virginia.

Corgenius

Amy Florian, CEO of Corgenius, combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life. She is a frequent public speaker and is often quoted in the trade press. She’s worked with more than 2,000 grieving people, authored more than 90 articles as well as the book No Longer Awkward, and teaches a graduate class at Loyola University Chicago.
 

McIntire School of Commerce, University of Virginia

Michael Gallmeyer specializes in studying how market imperfections influence security prices and trade. His current research focuses on taxation, trading constraints, liquidity, and monetary policy. Before joining the McIntire School of Commerce at the University of Virginia, Professor Gallmeyer was on the faculty at the Mays Business School at Texas A&M University and the Tepper School of Business at Carnegie Mellon University. He has published in leading academic journals such as Journal of Financial Economics; Journal of Monetary Economics; Review of Finance; Mathematical Finance; and Journal of Economic Dynamics and Control. He has also presented his research at numerous universities and conferences. Professor Gallmeyer also serves as a faculty advisor for the CIMA certification education program delivered through the Tepper School of Business at Carnegie Mellon University.

Goldman Sachs

Jason Gottlieb is managing director of the Alternative Investments & Manager Selection (AIMS) Group at Goldman Sachs, head of AIMS Global Manager Strategies Group, and a member of the liquid markets alternatives investment committee. Previously he worked as an analyst in firmwide risk at Goldman Sachs, where he was responsible for analyzing the firm’s proprietary trading portfolios. He is a member of the Siena College Board of Associate Trustees. He earned a degree in finance from Siena College and an MBA from Fordham University.

The Options Industry Council

Alan Grigoletto is vice president of education for The Options Industry Council, where he manages the council’s three outreach areas: retail investors, financial advisors, and institutions. Previously he served as senior vice president of business development and marketing for the Boston Options Exchange. Before that, he was a founding partner at Chicago Analytic Capital Management. He has more than 30 years of expertise as an options market maker, stock specialist, institutional trader, and portfolio manager, including being portfolio manager for both the S&P 500 and MidCap 400 portfolios at Hull Transaction Services, a market-neutral arbitrage fund. He has considerable expertise in portfolio risk management as well as strong analytical skills in equity and equity-related (derivative) instruments. He earned his degree in finance from the University of Miami.
 

Ian Hammerman is executive vice president and general counsel for the Securities Industry and Financial Markets Association (SIFMA), where he oversees legal advocacy efforts and outside counsel relationships. He has been involved with SIFMA’s response to the 2008 financial crisis, particularly its advocacy efforts related to the Dodd-Frank Act. Previously he was a partner of Clifford Chance, where he represented the financial services industry on a variety of securities regulatory and enforcement matters before the SEC, FINRA, and state regulatory authorities. His practice focused on U.S. securities regulation of U.S. and foreign financial institutions, including broker–dealers, investment advisers, banks and investment companies. He earned a law degree from Georgetown University and a BA from Emory University.

Duke University’s Center for the Advancement of Social Entrepreneurship

Dan Heath is a senior fellow at Duke University’s Center for the Advancement of Social Entrepreneurship. Previously he worked as a researcher and case writer for Harvard Business School. In 1997, he co-founded the publishing company Thinkwell, which produces a line of college textbooks. He is co-author of Decisive: How to Make Better Choices in Life and Work, and the bestsellers Switch and Made to Stick. He earned an MBA from Harvard Business School and a BA from the Plan II Honors Program at University of Texas Austin.
 

Babson College

Professor Hennessey is an associate professor of law at Babson College, where he teaches in the accounting and law division and specializes in accounting, financial and estate planning, and investments. Previously he was the academic dean of Babson’s undergraduate program and a faculty director at Babson Executive Education, where he was responsible for custom program design, program development and delivery, selection and coaching of faculty, and client relationships and business development. He has led and taught in numerous custom programs for such companies as Siemens, American Express, and Sony. He is a principal in Beaumont Financial Partners, an investment advisory firm. He earned BA and BS degrees from Babson College, a JD from Suffolk University, and an LLM from Boston University.

Greenspring Associates

Jay Jarrett is director of business development and investor relations at Greenspring Associates. Previously he was a managing director at PRC, LLC, a boutique investment bank in Washington, D.C., where he led equity capital-raising efforts for third-party sponsors and an affiliated principal investment management firm. Before that he was a senior vice president at New Boston Fund, a private equity firm where he led the new business development and investor relations team and was a supporting member of the investment committee. Before that he was a vice president at both Natixis Global Asset Management and Old Mutual Asset Management, where he helped build new business development and marketing groups catering to North American institutions, financial intermediaries, and consultants. He is a member of the National Venture Capital Association and the Association of Investment Management Sales Executives. He earned a BA degree from Denison University.

Mesirow Financial
Kitces.com and Pinnacle Advisory Group

Michael Kitces is a partner and director of research for Pinnacle Advisory Group, and he is publisher of the e-newsletter The Kitces Report and the financial planning industry blog Nerd’s Eye View. His work also has been featured in Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, the Wall Street Journal, Bloomberg BusinessWeek, and other media. He co-authored The Annuity Advisor with John Olsen and Tools & Techniques of Retirement Income Planning with Steve Leimberg and others. In 2010 he received one of the Financial Planning Association’s “Heart of Financial Planning” awards, and he has been similarly honored by other industry publications. He is a co-founder of NexGen, a community that aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.

LPL Financial

Jeffrey Kleintop is executive vice president and chief market strategist of LPL Financial, where he establishes market forecasts, helps define tactical allocation, and authors research publications including weekly market reports and white papers on investment decision making. He speaks frequently with the media, including Bloomberg, CNBC, and Fox Business, and at industry events. He authored Market Evolution: How to Profit in Today’s Changing Financial Markets. Previously he served as chief investment strategist at PNC Financial Services Group. Before that he was a senior investment analyst at Aris Corp. of America. He earned a BS in business administration and finance from the University of Delaware and an MBA in finance from Pennsylvania State University.

Bob Mauterstock is a retired financial adviser who worked with hundreds of families in Connecticut for over three decades. He specialized in retirement income planning, long-term care planning, and investment management, and he wrote Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents. Since retirement, he has been speaking to groups throughout New England regarding dialogue between seniors and their adult children about the critical issues related to aging. His blog, “Caring for Aging Parents, A Thoughtful Guide for Adult Children,” can be found at www.parentcareplanning.wordpress.com.

Moshe Milevsky is an associate professor of finance at the Schulich School of Business and a member of the graduate faculty of mathematics and statistics at York University in Toronto, Canada. He is the executive director of The IFID Centre and a member of the board of directors of the Fields Institute for Research in Mathematics. He has published 10 books and more than 60 peer-reviewed articles. He is on the editorial board of the Journal of Pension Economics and Finance, Risk Management and Insurance Review, and the Journal of Retirement. He has written for the Wall Street Journal, the Globe and Mail, and the National Post. He has received two National Magazine (Canada) awards as well as the Retirement Income Industry Association lifetime achievement award for applied research and a Graham and Dodd scroll award from the CFA Institute.
 

Dambisa Moyo is an international economist who writes about macroeconomy and global affairs. She has traveled to more than 50 countries over the past decade to learn about the political, economic, and financial workings of emerging economies, particularly Brazil, Russia, India, and China, and frontier economies in Asia, South America, Africa, and the Middle East. Her work examines the interplay between rapidly developing countries, international business, and the global economy, while highlighting key opportunities for investment. She is author of Dead Aid: Why Aid is Not Working and How There is a Better Way for Africa and How the West Was Lost: Fifty Years of Economic Folly and the Stark Choices Ahead. In 2009, TIME magazine named her one of the “100 Most Influential People in the World.” She is a regular contributor in the media. She is a patron of Absolute Return for Kids, a hedge fund-supported children’s charity. She earned a PhD in economics from Oxford University, a masters degree from Harvard University, and an undergraduate degree in chemistry and an MBA in finance from American University.

Deutsche Wealth Management

Benjamin Pace is chief investment officer for Deutsche Wealth Management in the Americas and head of the multi asset group for Deutsche Asset & Wealth Management in the Americas. As CIO he sits on the wealth management global investment committee providing input on the U.S. economy and capital markets. He chairs the Americas investment committee and sets asset allocation and portfolio implementation for discretionary portfolios.
With the multi asset group he is responsible for optimizing investment performance and creating value for clients across the wealth management and institutional businesses.Previously he was a securities analyst and fund manager. He earned a BA in economics from Columbia University and an MBA in finance from New York University.

Stroock

Robert Plaze is a corporate partner and counsel at Stroock, a law firm that represents mutual funds, closed-end funds, ETFs, business development companies (or their independent board members), investment advisers, industry service providers, and unregistered pooled investment vehicles. Previously he served as deputy director of the Division of Investment Management of the U.S. Securities and Exchange Commission, where he was responsible for policy development and management of key regulatory initiatives affecting investment companies and investment advisers under the Investment Company Act of 1940 and the Investment Advisers Act of 1940; most recently he was responsible for rulemaking to implement provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. He is an expert in the regulation of money market funds. At the SEC he held several positions of responsibility including special counsel, assistant director, associate director for regulatory policy and deputy director. In 2009 he was awarded the Distinguished Service Award, the SEC’s highest honorary award for a member of its staff.

Highland Capital Management Fund Advisors, LP, and Highland Funds I - Highland/iBoxx Senior Loan ETF

Ethan Powell is chief product strategist and portfolio manager of Highland Capital Management Fund Advisors, LP, and Highland Funds I - Highland/iBoxx Senior Loan ETF; he is executive vice president and secretary of Highland Funds complex, president of Nexpoint Advisors, LP, and executive vice president, secretary, and portfolio manager of NexPoint Credit Strategies Fund .... Previously he spent most of his career with Ernst and Young providing audit and merger and acquisition services within its transaction advisory services group, primarily for the energy industry. He earned an MS in management information systems and a BS in accounting, both from Texas A&M University.

Eaton Vance Advisor Institute

David Richman is national director at Eaton Vance Advisor Institute, where he previously was a member of the Eaton Vance Wealth Management Solutions Group. He provides practice management coaching to financial advisors and teams. He is co-author (with Alan Parisse) of Questions Great Financial Advisors Ask and Investors Need to Know and This Is Your Time; he also co-authored (with Robert Brooks) The Charismatic AdvisorTM. He is a frequent contributor to numerous financial magazines and he has served on numerous civic boards. He earned BA and MA degrees in public policy analysis from the University of Rochester and a JD from the University of Connecticut.

Harvard University

Michael Sandel is the Anne T. and Robert M. Bass Professor of Government at Harvard University, where he has taught political philosophy since 1980. He is the author of Justice: What's the Right Thing to Do? and What Money Can’t Buy: The Moral Limits of Markets. He teaches courses titled “Ethics, Biotechnology, and the Future of Human Nature,” “Ethics, Economics, and Law,” and “Globalization and Its Critics.” His undergraduate course “Justice,” has enrolled more than 15,000 students and is the first Harvard course freely available online (www.JusticeHarvard.org) and on public television. He is a recipient of the Harvard-Radcliffe Phi Beta Kappa Teaching Prize and was recognized by the American Political Science Association in 2008 for a career of excellence in teaching. In 2010, China Newsweek named him the “most influential foreign figure of the year” in China. From 2002 to 2005, he served on the President's Council on Bioethics. He is a graduate of Brandeis University and earned a DPhil from Oxford University, where he was a Rhodes Scholar.

FINRA

Thomas Selman is executive vice president, regulatory policy, at the Financial Industry Regulatory Authority (FINRA), where he oversees corporate financing, advertising regulation, investment company regulation, member education and training, and emerging regulatory issues. Previously he was associate counsel at the Investment Company Institute, a trade association for the mutual fund industry. Before that, he served as special counsel in the Office of General Counsel at the Securities and Exchange Commission, where one assignment was as attorney-advisor to the European Union. He is author of several professional articles. He earned bachelor’s degrees in economics and history from Rice University and a JD from The University of Texas School of Law.

FiveThirtyEight.com

Nate Silver has become today's leading statistician through his innovative analyses of political polling. He first gained national attention during the 2008 presidential election, when he correctly predicted the results of the primaries and the presidential winner in 49 states. In 2012, he called 50 of 50 states. Today, Mr. Silver is partnering with ESPN to launch a new version of his award-winning website FiveThirtyEight, which will apply his trademark analysis to politics, sports, big data, and more. Before he came to politics, Mr. Silver established his credentials as an analyst of baseball statistics. He developed a widely acclaimed system called PECOTA (player empirical comparison and optimization test algorithm), which predicts player performance, career development, and seasonal winners and losers.

Mr. Silver is author of the New York Times bestseller, The Signal and The Noise: Why Most Predictions Fail—but Some Don't, in which he takes us on a tour of modern prediction science. He has written for ESPN, Sports Illustrated, Slate, New York Sun, and the New York Times. Mr. Silver has been honored by a series of accolades, most recently, Fast Company named him No. 1 of the100 Most Creative People in Business 2013 and Creativity magazine’s Creativity 50 2013. As well as TIME's 100 Most Influential People of 2009 and Rolling Stone's 100 Agents of Change. FiveThirtyEight.com won Best Political Coverage in the 2008 Weblog Awards.

Allianz Global Investors Center for Behavioral Finance

Cathy Smith is director of the Allianz Global Investors Center for Behavioral Finance, founded in 2010 to transform academic research into practical tools for financial advisors and plan sponsors to use with clients and employees. The Center’s first book, Save More Tomorrow, was a Wall Street Journal best-seller. Previously she was marketing communications director for New York-based Allianz Global Investors Distributors. She has been quoted widely in a variety of publications and other media. She earned BA and MA degrees from the University of Toronto.

E. C. Robins School of Business, University of Richmond

Jerry Stevens is The David Meade White Distinguished Teaching Fellow and a professor of finance at the E. C. Robins School of Business, University of Richmond, where he teaches in the BSBA and MBA programs. He’s received several honors for excellent teaching during his career. He earned a BS degree in economics from Southwest Missouri State University, and MS and PhD degrees from University of Illinois, both in economics.

Potomac Strategies

Duane Thompson is president and founder of Potomac Strategies, where he specializes in federal and state business issues, including most recently a successful, seven-year public relations, lobbying, and litigation campaign to overturn a controversial SEC rule allowing stockbrokers to provide financial planning advice under a special agency exemption (a federal appeals court vacated the rule). Previously he served as a managing director of the Financial Planning Association, where he managed the Washington office and had responsibility for all legislative and regulatory matters before Congress, the Securities and Exchange Commission, other federal agencies, and state governments. He serves on the board of directors of the nonprofit Jump$tart Coalition, a financial literacy organization, and on an industry advisory panel to the SEC, NASDR, and state securities regulators in the development of on online based registration and database for investment advisers. He was named Lobbyist of the Year in 2005 by Compliance Reporter and featured on the cover of Financial Planning in 2008 as an industry Mover and Shaker. He is quoted often in trade-press and national media and speaks frequently to professional groups. He earned a master’s degree in journalism from the University of Missouri and a BA in history and studio art from Principia College.

BlackRock

Mike Trudel is managing director and global strategist within BlackRock’s multi-asset strategies group, where he is primarily responsible for global macro strategy, quantitative analysis, and risk evaluation. His service with the firm dates back to 1998, including years with Merrill Lynch Investment Managers, which merged with BlackRock in 2006. Previously he was a vice president in the media and telecommunications corporate lending area at the Bank of New York. He earned a BS degree in political science and psychology, cum laude, from the University of Massachusetts, a JD cum laude from Suffolk University, and an MBA from Boston University.
 

The Wagner Law Group

Marcia Wagner, a specialist in pension and employee benefits law, is principal of The Wagner Law Group, where she specializes in qualified and non-qualified retirement plans, all forms of deferred compensation, and welfare benefit arrangements. She was appointed to the IRS Tax Exempt & Government Entities Advisory Committee and ended her three-year term as the chair of its employee plans subcommittee, and received the IRS’ Commissioner’s Award. She is a Fellow of the American College of Employee Benefits Counsel.  401k Wire has listed her as one of its 100 Most Influential Persons in the 401(k) industry, and she has received the Top Women of Law Award in Massachusetts. She is author of numerous articles and 14 books, and she is frequently quoted in the business media. She is a summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School.

Center for Strategic and International Studies

Juan Carlos Zarate is a senior advisor to the Center for Strategic and International Studies and the senior national security consultant and analyst for CBS News. He served as the former deputy assistant to the president and deputy national security advisor for combating terrorism during 2005–2009; he was responsible for developing and overseeing the government’s counterterrorism strategy and all policies related to transnational security threats, including counternarcotics, maritime security, hostages, international organized crime, money laundering, and critical energy infrastructure. He was the first-ever assistant secretary of the Treasury for terrorist financing and financial crimes, where he led efforts to attack terrorist financing, build comprehensive anti-money-laundering systems, and expand Treasury powers to advance national security interests. His most recent book is Treasury’s War: The Unleashing of a New Era of Financial Warfare. He is a magna cum laude graduate of Harvard University and a cum laude graduate of Harvard Law School.
 

IMCA’s 2014 Annual Conference takes place at the Hynes Convention Center, 900 Boylston Street, located in the heart of Boston’s Back Bay neighborhood. All official conference events are at the Hynes Convention Center. For your convenience, IMCA has blocked rooms at The Sheraton Boston. The Sheraton Boston, located at 39 Dalton Street, Boston, MA, is located adjacent to the Hynes Convention Center. IMCA has secured a group rate of $239 plus taxes per night. Click here to make a reservation, or call 888.627.7054, select option 4 and refer to “IMCA.” All rooms are being held for IMCA conference attendees through April 24, 2014.

Location/Transportation from the Airport

Air: Boston is served by Boston Logan International Airport, which is located just 15 minutes from the Hynes Convention Center and surrounding hotels. A taxi from the airport to the conference hotels costs approximately $35.

IMCA has arranged a discounted rate for GO Boston shuttle service between Boston Logan International Airport and the conference hotels at the rate of $15 per person, each way. To make a reservation and receive the discounted rate, click here.

Travel time will vary depending on time of day and traffic; the average travel time is 15–20 minutes.

Train: Boston has three Amtrak stations, including the Back Bay Station connected to the Hynes Convention Center.

Public Transportation: Boston’s world-famous public transportation system connects all of Boston and its suburbs by subway, called the “T.” The Hynes Convention Center is just steps away from four stations: Hynes Convention Center, Copley Square, and Prudential on the Green Line, and Back Bay on the Orange Line.

From the airport, you can connect to the T via MBTA’s complimentary shuttle bus service outside Baggage Claim at all terminals to the airport subway station on the blue-line inbound. Change at the Government Center Station to the Green Line outbound.

Registration Fees

Early-Bird Rate1

By April 4, 2014

After April 4, 2014

 

IMCA Members

$850

$950

Register

First-Time Member Join & Go2

$995

$1,095

Register

  Pre-Conference Workshop (Member Rate)

$150

$200

Register

Nonmember

$1,300

$1,400

Register

  Pre-Conference Workshop (Nonmember Rate)

$250

$300

Register

Click here to download a hard-copy registration form.

1Both the registration form and payment must be received by April 4, 2014, to be eligible for the early-bird rate.
² Only first-time members are eligible for the First-Time Member Join & Go rate. Renewals and reactivations are not eligible. Subject to change without notice.

Guest Registration

Guest registration is available for the Sunday, Monday and Tuesday evening receptions.  Guest registration is available for a spouse, significant other, family member or personal friend, NOT a business associate or anyone else in the financial services industry.  Guest attendees will not earn any continuing education credits.

For more information and to register a guest, contact Sonja Cortina at scortina@imca.org or 303.850.3064.

Cancellation/Transfer Policy
Cancellations for conference registration must be received in writing. The registration fee less $50 cancellation fee will be refunded for cancellations received by April 18, 2014. A 30-percent cancellation fee will be applied for cancellations received between April 19 and April 25, 2014. No refunds will be granted for cancellations received after April 25, 2014, or for nonattendance.

To print a receipt of this purchase, log in to "My IMCA" here. If you have any questions or concerns, call us at 303.770.3377.

CIMA®/CIMC®/CPWA® Marks. This program has been accepted by IMCA for twenty (20)* hours of CIMA/CIMC/CPWA continuing education (CE) credit. An additional  2* hours are available by attending the pre-conference workshops on Sunday, May 4, 2014. Individuals are responsible for reporting CE to IMCA.

Please note: The ethics session takes place on Wednesday May, 7, from 11 am – 12 pm.  To earn this continuing education credit, you must attend the session in full. IMCA requires you to scan your conference badge as proof of attendance. Please plan your travel accordingly.

CFP® Certification.  IMCA Now Reporting Individual Conference Attendance to CFP Board for CE Purposes

If you hold CIMA, CIMC, and/or CPWA certification and are also CFP-certified, you no longer need to report CE hours to CFP Board when attending IMCA conferences. IMCA will report these hours on your behalf. Note that you must complete these steps:

  1. Provide your CFP ID. Enter your CFP ID in My IMCA in the “Update my demographics information” section.  You may also enter your CFP ID when you register for a conference or when you report your session attendance to IMCA.
  2. Report your conference attendance to IMCA online at www.imca.org/user or by using your IMCA CE form.  Online reporting is available starting the day after each conference concludes.
  3. After you report conference attendance, IMCA will provide information to CFP Board.  CFP Board will notify you when this occurs.

Conference attendees who do not hold any CIMA certifications are responsible for submitting any necessary paperwork and/or fees to CFP Board.

NASBA CPE. 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.

*Program subject to change, which may affect the type and total number of hours delivered.

Contact Lara Davies at ldavies@imca.org for exhibitor and sponsorship opportunities, or click here to download the Sponsor/Exhibitor Kit.

Thanks to these exhibitors and sponsors for their support of the IMCA 2014 Annual Conference.

Aberdeen Asset Management Inc.

Bronze Partner

www.aberdeen-asset.us

AllianceBernstein

Bronze Partner

www.alliancebernstein.com

ALPS Portfolio Solutions

Exhibitor

www.alpsfunds.com

Altegris

Bronze Partner

www.altegris.com

American Funds

Exhibitor

www.americanfunds.com

Archway Technology Partners

Tech Exhibitor

www.archwaytechnology.net

Arrow Funds

Exhibitor

www.arrowfunds.com

Artisan Partners

Exhibitor

www.artisanpartners.com

Atalanta Sosnoff Capital

Exhibitor

www.atalantasosnoff.com

Ave Maria Mutual Funds

Exhibitor

www.avemariafunds.com

Becker Capital Management

Exhibitor

www.beckercap.com

CAIA Association

Exhibitor

www.caia.org

CFA Institute

Exhibitor

www.cfainstitute.org

Charles Schwab Advisor Services

Silver Partner

www.advisorservices.schwab.com

Commonwealth Financial Network

Exhibitor

www.commonwealth.com

CNL Securities Corp.

Exhibitor

www.cnlsecurities.com

Cushing Funds

Exhibitor

www.cushingfunds.com

Deutsche Asset & Wealth Management

Bronze Partner

www.dbxus.com

Diamond Hill Investments

Bronze Partner

www.diamond-hill.com

Direxion Funds

Exhibitor

www.direxionfunds.com

DoubleLine

Exhibitor

www.doubleline.com

Eaton Vance

Exhibitor

www.eatonvance.com

ETF.com

Tech Exhibitor

www.ETF.com

FactSet

Exhibitor

www.factset.com

Fidelity Institutional Wealth Services

Platinum Partner

www.fiws.fidelity.com

Financial Advisor/Private Wealth

Exhibitor

www.fa-mag.com

Financial Media Group

Exhibitor

www.fmgmarketing.com

FlexShares ETFs

Exhibitor

www.flexshares.com

FNEX

Exhibitor

www.fnex.com

Focus Financial Partners

Exhibitor

www.focusfinancialpartners.com

Fortigent, LLC

Exhibitor

www.fortigent.com

Forward

Silver Partner

www.forwardinvesting.com

Foundation for Financial Planning

Exhibitor

www.foundationforfinancialplanning.org

Foundation Source

Exhibitor

www.foundationsource.com

F-Squared Invesments

Exhibitor

www.f-squaredinvestments.com

Geneva Advisors

Exhibitor

www.genevaadvisors.com

Goldman Sachs

Bronze Partner

www.gs.com

Hancock Horizon Funds

Exhibitor

www.hancockhorizonfunds.com

Harbor Capital Advisors

Bronze Partner

www.harborfunds.com

Harding Loevner

Exhibitor

www.hardingloevner.com

Hotchkis & Wiley

Exhibitor

www.hwcm.com

Horizons ETFs Management (USA)

Exhibitor

www.us.horizonsetfs.com

IndexIQ

Bronze Partner

www.indexiq.com

ING U.S. Investment Management, becoming Voya Investment Management in May 2014

Platinum Partner

www.inginvestment.com

Intrepid Capital Funds

Exhibitor

www.intrepidcapitalfunds.com

Invesco PowerShares

Associate Sponsor

www.powershares.com

InvestmentNews

Exhibitor

www.investmentnews.com

John Norwood Consulting, LLC

Exhibitor

www.norwood-consulting.com

KEELEY Funds

Exhibitor

www.keeleyfunds.com

Leuthold Funds

Exhibitor

www.lwcm.com

Litman Gregory Asset Management

Exhibitor

www.litmangregory.com

LPL Financial

Exhibitor

www.joinlpl.com

Markel Cambridge Alliance

Exhibitor

www.markelcambridge.com

Marshfield Associates

Exhibitor

www.marshfieldinc.com

Matthews Asia

Bronze Partner

www.matthewsasia.com

MoneyGuidePro

Tech Exhibitor

www.moneyguidepro.com

Nationwide

Platinum Partner

www.nationwide.com

Nuveen Investments

Bronze Partner

www.nuveen.com

Oberweis Securities, Inc.

Exhibitor

www.oberweisfunds.com

OppenheimerFunds

Exhibitor

www.oppenheimerfunds.com

O'Shaughnessy Asset Management

Exhibitor

www.osam.com

Osterweis Capital Management

Exhibitor

www.osterweis.com

Permanent Portfolio Family of Funds, Inc.

Exhibitor

www.permanentportfoliofunds.com

Pershing Advisor Solutions, a BNY Mellon Company

Associate Sponsor

www.pershing.com

Probabilities Index Fund

Exhibitor

www.probabilitiesfund.com

ProShares

Exhibitor

www.proshares.com

RAGE Frameworks

Exhibitor

www.rageframeworks.com

Rainier Funds

Exhibitor

www.rainierfunds.com

Raymond James

Gold Partner

www.raymondjames.com

RBC Global Asset Management (U.S.)

Bronze Partner

www.rbcgam.com

Reinhart Partners Inc.

Exhibitor

www.reinhart-partnersinc.com

RIA Database

Tech Exhibitor

www.RIADatabase.com

RidgeWorth Investments

Bronze Partner

www.ridgeworth.com

Russell Indexes

Associate Sponsor

www.russell.com/indexes

S&P Dow Jones Indices

Exhibitor

www.spdji.com

Sage

Exhibitor

www.sageadvisory.com

Schroders

Exhibitor

www.schroders.com/us

Scout Investments

Exhibitor

www.scoutinv.com

Select Sector SPDRs

Associate Sponsor

www.sectorspdrs.com

Sincere & Co., LLC

Exhibitor

www.sincereco.com

Smead Capital Management

Exhibitor

www.smeadcap.com

Social Security Solutions, Inc.

Tech Exhibitor

www.ssanalyzer.com

Source Media

Exhibitor

www.financial-planning.com

Succession Link

Tech Exhibitor

www.successionlink.com

Summit Business Media

Exhibitor

www.thinkadvisor.com

TCW

Exhibitor

www.tcw.com

TD Ameritrade Institutional

Platinum Partner

www.tdainstitutional.com

Thomas White International

Exhibitor

www.thomaswhite.com

Thornburg Investment Management

Platinum Partner

www.thornburg.com

TimeTrade

Exhibitor

www.timetrade.com

United States Commodity Funds

Bronze Partner

www.unitedstatescommodityfunds.com

Vanguard

Exhibitor

www.vanguard.com

Waddell & Reed

Exhibitor

www.waddell.com

Walton International Group (USA) Inc.

Exhibitor

www.walton.com

WealthManagement.com

Exhibitor

www.wealthmanagement.com

Wells Fargo Advisors Financial Network

Gold Partner

www.wfafinet.com

William Blair & Company

Bronze Partner

www.williamblairfunds.com

WisdomTree

Exhibitor

www.wisdomtree.com

Date: 
Sunday, May 4, 2014 to Wednesday, May 7, 2014

IMCA’s world-class Annual Conference comes to Boston May 4-7 2014, featuring noted statistician Nate Silver, international economist Dambisa Moyo, Harvard professor Michael J. Sandel, finance professor Moshe A. Milevsky, and many more outstanding speakers.

Click here to download the conference brochure.

 

Nate Silver is today's leading
statistician through his
innovative analyses of political
polling.

Dambisa Moyo, PhD, is an international
economist who writes on the
macroeconomy and
global affairs.
Dan Heath is a senior fellow
at Duke University’s Center
for the Advancement of
Social Entrepreneurship.

Thank you to our media partner for their support.

Sessions: 
Location: 
Hynes Convention Center
Boston, MA
United States