Introducing a new conference session! What Top Performing Advisors and Teams Have In Common. Aite research group and IMCA present groundbreaking research highlighting key aspects that differentiate high-performing advisory practices from their peers—professional credentials, practice structure, business model and practice services, financial performance and key indicators including “share of wallet”, client dynamics, investment management methods, and effective use of investment policy statements.
The IMCA 2013 Annual Conference keynote speaker lineup includes:
Meir Statman, PhD, MBA is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University and a visiting professor at Tilburg University in the Netherlands. His research in behavioral finance targets how investors and managers make financial decisions and how these decisions are reflected in financial markets. He is author of the book What Investors Really Want. Click here for a recent interview with Statman and IMCA's Annual Conference Committe chair, Brian Ullsperger.
Phyllis C. Borzi
Phyllis Borzi is the Assistant Secretary of Labor at the Employee Benefits Security Administration. Named one of the 20 People to Watch in 2013 by Investment News, Borzi will address the fiduciary issue for consultants—history, current status, and future—in a super session presentation on April 29. Ms. Borzi will provide insight into the Department of Labor’s expected proposal to amend the fiduciary definition under ERISA in 2013 despite significant industry opposition.
Nassim Nicholas Taleb is Distinguished Professor of Risk Engineering at New York University Polytechnic Institute and the author of The Black Swan. A former derivatives trader, he is known for a multidisciplinary approach to the role of the high-impact rare event–across economics, philosophy, political science, finance, engineering, and history. His current focus is on the fragility of systems and designing protocols to live in a world we don't understand. His books have been published in 32 languages.
Dan Ariely is the James B. Duke Professor of Behavioral Economics at Duke University. He is the author of New York Times bestsellers Predictably Irrational and The Upside of Irrationality. His latest book, The (Honest) Truth About Dishonesty: How We Lie to Everyone—Especially Ourselves, takes a thought-provoking look at our preconceptions about dishonesty and urges us to take an honest look at ourselves.
Neil Barofsky is former Special Inspector General for the Troubled Asset Relief Program (SIGTARP), where he was responsible for auditing and investigating the purchase, management, and sale of assets under the $700-billion Troubled Asset Relief Program (TARP).
IMCA 2013 Annual Conference Sponsor
IMCA 2013 Annual Conference Associate Sponsors