IMCA 2016 Annual Conference Experience

Date:
April 17 2016 to April 20 2016
Location:
Hyatt Regency Orlando (formerly the Peabody Orlando)
9801 International Drive
Orlando, FL 32819
United States
Phone:
+1 (407) 284-1234

IMCA 2016 Annual Conference ExperienceJoin IMCA, April 17–20 in Orlando, Florida, for our esteemed 2016 Annual Conference Experience held at the beautiful Hyatt Regency, Orlando. IMCA’s Annual Conferences are the largest association gatherings of investment advisors and wealth managers in the industry, and are renowned for featuring leading authors, academics, and investment experts who serve to educate members on the latest financial trends.

At IMCA, we understand the value of continuing education and consistently offer conferences that strive to inspire and motivate. The goal is that attendees leave with a fresh perspective, with knowledge on industry topics that will help them better meet client needs and stand out from their competitors. Our 2016 Annual Conference Experience will be no exception, delivering the best educational and networking experience of the year. The 2016 Annual Conference Experience content is aligned with five tracks to help you choose sessions aligned with your business interests:

  1. Institutional Consulting
  2. Investment Management
  3. Advanced Business Strategies
  4. Alternative Investments
  5. Advanced Wealth Management

Accompany the financial industry’s top minds as they discuss the most prominent topics in wealth management today. Don’t miss the must-attend event of 2016!

General Session Speakers include:

Alvin Roth

Alvin Roth is the Craig and Susan McCaw Professor of Economics at Stanford University, the author of Who Gets What— and Why, and is a joint recipient (with Lloyd S. Shapley) of the 2012 Nobel Memorial Prize in Economic Sciences for his work in stable allocations and the practice of market design.

 

 

 

The first 1,000 people to register for the 2016 IMCA Annual Conference Experience will receive an electronic version of Who Gets What—and Why by the opening keynote speaker Alvin Roth. You will receive a separate email from amazon.com with information on how to download it.

Enhance your experience of Professor Roth’s presentation by reading the book!

 

 

 

 

 

 

 

 

 

 

 

Balentine

Robert Balentine is chairman and chief executive officer of Balentine, the Atlanta-based wealth management firm he founded in 2009. He began his career with Merrill Lynch at age 28 and was elected the youngest vice-president in the firm’s history. In 1987, he co-founded Balentine & Company, which became the Southeast’s largest privately owned investment counseling firm until its acquisition by Wilmington Trust Company in 2002. Mr. Balentine served as chairman and chief executive officer of Wilmington Trust Investment Management until 2009, when he resigned to launch Balentine again as an independent firm.  In 2015, Barron’s named Robert the top independent wealth advisor in the Southeast, the same year the firm was named one of the top five best places to work in money management by Pensions and Investments. Mr. Balentine is on the board of the Garden Conservatory, is past chairman of the Altanta Symphony, and an emeritus trustee of Washington & Lee University. In 2013, he received the Business Person of the Year Lifetime Achievement Award from the Metro Atlanta Chamber.

Behman Smith Group

Marcie Behman advises ultra-high-net-worth clients to design and deploy customized wealth management strategies. As a leader of the Behman Smith Group, she develops long-term client strategies that encompass multiple priorities. She is particularly adept in concentrated and restricted stock strategies, investment management, and wealth transfer strategies. She has worked in financial services since 1987 and began her career in the financial services division of Price Waterhouse. She joined Merrill Lynch in 1990. Barron’s Magazine has named her one of the Top 100 Women Financial Advisors in America, from 2010 through 2015 inclusively.She is a regular speaker at industry conferences and a frequent financial commentator for both newspapers and television. She earned both a BA in accounting and an MS in accounting and taxation, from the University of Florida.

CAIA Association

Keith Black has more than 20 years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. Currently, he serves as managing director of curriculum and exams for the CAIA Association. Previously he worked at Ennis Knupp + Associates, where he advised foundations, endowments, and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Before that, he worked in commodities derivatives trading at First Chicago Capital Markets, stock options research and Chicago Board Options Exchange market-making for Hull Trading Company, and building quantitative stock selection models for mutual funds and hedge funds for Chicago Investment Analytics. He served previously as an assistant professor and senior lecturer at the Illinois Institute of Technology's Stuart school, where he taught courses in both traditional and alternative investments. He contributes regularly to the CFA Digest, and has published in a number of journals, including the Journal of Trading, Journal of Investing, Journal of Alternative Investments, and the Journal of Derivatives and Hedge Funds. He is the author of the book Managing a Hedge Fund, and a contributor to the second of edition of the CAIA Level I and Level II textbooks. Mr. Black was named to Institutional Investor magazine's list of "Rising Stars of Hedge Funds" in 2010. He earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology.

Brightworth

Lisa Brown is a partner and wealth advisor at Brightworth, where she advises executives and high-net-worth families about their personal financial strategies. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Ms. Brown joined Brightworth in 2005 as the manager of financial planning and was promoted to wealth advisor in 2009. Her articles and quotes on executive compensation topics have been featured in the New York Times, the Wall Street Journal, and CNBC.com. In 2015, she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch." Ms. Brown has been published in the Journal of Retirment Planning, Financial Advisor Magazine online publication, InvestmentNews.com, Womenetics.com, NAPFA's Planning Perspectives, and has also been featured in the Atlanta Business Chronicle and the Atlanta Journal-Constitution. She frequently lectures on a variety of wealth management topics to Fortune 500 executives, attorneys, and other financial industry groups across the country. She has taught retirement and investment planning courses at Emory University’s Center for Lifelong Learning and Georgia State University, and has spoken to undergraduate financial planning students at The University of Georgia. She earned a BA in finance and economics from Le Moyne College in Syracuse, New York, and an MA in business administration with a personal financial planning concentration from Georgia State University. 

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 master’s degree from Bridgewater State University.

A.T. Kearney

Avi Chandiramani, MBA, is a principal in A.T. Kearney’s financial services practice. He advises asset/wealth managers and banks on market and operational strategies leveraging on-going market research and deep operational expertise. He earned a BA in finance from the University of Mumbai and an MBA from Case Western Reserve University – Weatherhead School of Management.

 

Wheelhouse Analytics

Frank Coates along with Todd Buck founded Wheelhouse Analytics in 2010 as a new company devoted to providing innovative technology and data and analytical solutions to the investment management industry. Previously, he was the founder and chief executive officer of Coates Analytics, LP. From 2003−2007, Coates Analytics pioneered the development of asset flow analytics and dashboard technology in the retail financial product distribution industry. In 2007, Coates Analytics was acquired by PNC Global Investment Servicing (formerly PFPC). Mr. Coates is a regarded industry thought leader and often is quoted in industry journals. He has more than 20 years of experience in financial services focused primarily on business management, technology, and the distribution of financial products. Previously, he was the director of sales for strong mutual funds and director of separate accounts for Dreyfus. He earned a BS in computer science and mathematics from Siena College. He served as a First Lieutenant in the United States Army from 1986−1990.

Allianz Life Insurance Company of North America

Chuck DiVencenzo is vice president of advanced markets for Allianz Life Insurance Company of North America, which he joined in 2013. He helps financial professionals and their clients with the complexities of retirement, estate planning, business continuation, and developing possible solutions to tax issues. In this role, he works extensively with financial products, including annuities and life insurance. Previously, Mr. DiVincenzo led the advanced market team at Hartford Life. Before that, he was a practicing tax attorney, a tax consultant at Ernst & Young, and chief operating officer for Paradigm Capital Management, Inc. He earned a BS from Canisius College and a JD from the University Of Pittsburgh School of Law.

Wells Fargo Advisors

Robert Finder is managing director of the investment management consulting group for Wells Fargo Advisors, where his team develops advisory-based investment solutions for high-net-worth individuals, institutions, foundations, and retirement funds. Previously he was senior vice president and executive director of wealth management solutions for Prudential Investments; national sales manager for managed accounts and a regional vice president for investment management services for Prudential; president and chief executive officer of Johnson Heritage Trust Co.; and in practice with Gallop, Johnson & Neuman in St. Louis, where he focused on estate planning and tax law. He earned a BA summa cum laude from Memphis State University and a JD and LLM in taxation from Washington University.

 

Fischer Consulting Group, Graystone Consulting

Marc R. Fischer is executive director and financial advisor of institutional consulting and alternative investments with the Fischer Consulting Group, Graystone Consulting. He is based in Rochester, New York and manages a nine member consulting group. He has 25 years of institutional consulting experience, is a member of the Association of Professional Investment Consultants, and sits on the board for the Wilmot Cancer Center. Mr. Fischer is a World Cup and Two-Time National Sailing Champion and has been ranked in Barron’s Top Advisor for New York State since 2009.

The Wharton School, University of Pennsylvania

Christopher GeczyChristopher C. Geczy, PhD, is academic director of the Wharton Wealth Management Initiative and an adjunct associate professor of finance at The Wharton School. He teaches investment management and co-created Wharton’s first full course on hedge funds and other executive education courses. His research includes multi-factor models, wealth management, risk management, asset allocation, the performance of managed funds, and various aspects of equity lending and short-selling. He has published widely in the academic press, appeared in popular media, and served on the economic advisory board of NASDAQ. He is an editor of the Journal of Alternative Investments and on the editorial advisory board of the Journal of Wealth Management. He is a founding board member and chairman of the Mid-Atlantic Hedge Fund Association; he serves on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association, and on the board of directors of the Alexander Hamilton Friends Foundation. He earned a BA in economics from the University of Pennsylvania and a PhD in finance and econometrics from The University of Chicago.

Twenty-First Securities Corporation

Robert N. Gordon is founder and president of Twenty-First Securities Corporation. Previously, he was a partner at Oppenheimer & Company. Mr. Gordon is also an adjunct professor at New York University’s Leonard N. Stern School of Business. He is the co-author of Wall Street Secrets for Tax-Efficient Investing, and he writes a monthly column for InvestmentNews. Mr. Gordon not only serves on the editorial advisory boards of Derivatives Report, the Journal of Taxation of Investments, and the Journal of Wealth Management, but he also serves on the boards of the Securities Industry Foundation for Economic Education and the Adler Planetarium in Chicago.

Carlos Gutierrez is the former chief executive officer (CEO) of Kellogg Company, a former U.S. secretary of commerce, and the former vice chairman of Citigroup’s Institutional Clients Group. The son of Cuban immigrants who began his career selling cereal to small grocers in Mexico City, he rose to become the youngest CEO in Kellogg’s 100-year history. Gutierrez joined Kellogg in 1975, spending nearly 30 years with the company. His climb through the ranks included years as executive vice president of Kelloggs’ Asia-Pacific. Faced with a global stagnation in cereal sales as CEO, he turned the company around by focusing on his “Volume to Value” strategy, allocating resources to higher-margin products. Fortune magazine dubbed him as “The Man Who Fixed Kellogg.” As secretary of commerce, Gutierrez was a core member of President Bush’s economic team, made it a top priority to open global markets for U.S. companies, and played a key role in the passage of CAFTA-DR, a landmark trade agreement that expanded opportunities for U.S. exports throughout Latin America. With his vast corporate success and extensive international perspective, he has a unique viewpoint on global business and the economy. After his time as secretary of commerce, he joined Citigroup as vice chairman of the Institutional Clients Group and a member of its Senior Strategic Advisory Group. He was also an advisor to Mitt Romney’s presidential campaign, a member of the Debt Reduction Task Force at the Bipartisan Policy Center, and the founder and chairman of Global Political Strategies, a strategic consulting service. Gutierrez served as co-chair for the Commission for Assistance to a Free Cuba and was a strong advocate of helping Cuba bring about its freedom from dictatorship. He was one of the point men working to pass comprehensive immigration legislation, and he left Citigroup to lead the creation of the SuperPAC Republicans for Immigration Reform. He is currently with the Albright Stonebridge Group and sits on the Time Warner board.

TrendHunter.com

Jeremy Gutsche is an award-winning author, and founder and chief executive officer (CEO) of TrendHunter.com: the #1 trend-spotting site in the world. TrendHunter.com is the largest and most updated collection of cutting-edge ideas available anywhere. With phenomenal speed, Mr. Gutsche has grown TrendHunter.com into a trusted showcase for what's next in marketing, design, technology, and other categories. The site has been featured or cited in more than 40,000 articles, and Mr. Gutsche has appeared everywhere from Entertainment Tonight to the BBC. He's also sought out for his management consulting expertise by leading brands, billionaires, and CEOs who need to reinvent their management, strategy, and culture of innovation to better adapt to periods of rapid change. At 28, as one of Capital One's youngest business directors, Mr. Gutsche led his team to grow a $1 billion portfolio of market-leading products, and as a management consultant for the Monitor Group, he advised Fortune 50 clients on top-level strategy. His first business book, Exploiting Chaos, won an Axiom Business Book Award, was named an Inc. “Best Book for Business Owners,” and was a #1 bestseller on the 800 CEO Read list. His second book, Better and Faster, was a New York Times bestseller, #1 on Amazon, and a CEO Read “Select” book for CEOs, entrepreneurs, and managers. He earned an MBA from Queen's University, a Bcom in finance from the University of Calgary, and studied innovation at Stanford’s Graduate School of Business.

High Latern Group

Drew Holzapfel is a partner with High Latern Group and has more than 15 years of healthcare experience in government and corporate affairs, sales, and marketing in global biotechnology, pharmaceutical, and U.S. government organizations. He has a strong track record of developing innovative strategies and partnerships that drive market readiness and product acceptance throughout the lifecycle. Previously, Mr. Holzapfel worked at Pfizer, where he most recently led efforts around the company’s Alzheimer’s program and advanced Alzheimer’s and aging issues through development of commercial strategy and advocacy with international organizations, nongovernmental organizations, nonprofits, and other key stakeholders. Before that, he managed an external affairs team for a medical device manufacturer, helping drive the company through an initial public offering and the launch of its first product. A former Special Assistant to the Secretary of the U.S. Department of Health and Human Services in the Bill Clinton Administration, he began his career as a political appointee working in communications at the White House. He earned a BA from Emory University and an MBA from the University of Maryland Smith School of Business.

Morgan Stanley Alternative Investment Partners Hedge Fund group

Mustafa Jama is head and chief investment officer of Morgan Stanley Alternative Investment Partners Hedge Fund group; he is also a member of the AIP Fund of Hedge Funds Investment Committee. He joined Morgan Stanley AIP in 2004 and has 20 years of industry experience. Previously, Mr. Mustafa was a managing director and head of manager sourcing for Glenwood Capital Investments and was a director and portfolio manager at Deutsche Bank Absolute Return Strategies; both are fund-of-hedge-funds managers. Before that, he managed client capital at Bankers Trust/Deutsche Bank, utilizing option strategies in equities, fixed income, currencies, and commodities and also managed Deutsche Bank's proprietary capital. He earned a BS in civil engineering from Southern University, an MS in civil engineering from the University of Southern California, and an MBA from Harvard Business School.

Commonfund Institute

William F. Jarvis, executive director of the Commonfund Institute, leads Commonfund’s educational, market research, and professional development activities. Mr. Jarvis is the managing editor of Commonfund Institute’s series of proprietary studies of nonprofit investment and governance practices and the author or co-author of numerous white papers and articles. He speaks at Commonfund’s annual Endowment Institute and Commonfund Forum as well as at other nonprofit and industry conferences. A financial services executive and attorney, he served as Commonfund Institute’s head of research from 2006−2015. Previously, he worked with J.P. Morgan, where he spent 13 years as an investment banker in New York and Tokyo; Greenwich Associates, where he advised leading investment management firms and led the fielding of the first Commonfund Benchmarks Study; and Davis Polk & Wardwell, where he provided legal advice to global banks and securities firms. He also served as chief operating officer of a privately held hedge fund manager based in New York. Mr. Jarvis earned a BA in English literature from Yale University, a JD from the Northwestern University School of Law, and an MBA from the J. L. Kellogg Graduate School of Management.

Jennifer Kiffmeyer began her retirement services career with Universal Pensions, Inc. (UPI), in 1993 as an individual retirement plan (IRA) and retirement plans technical consultant. At UPI she held the roles of consulting manager, managing editor, and—following BISYS’ acquisition of UPI—manager of ERISA content. In 2004, she left BISYS to join PLANSPONSOR Institute, and eventually Retirement Learning Center (RLC), in the role of director of educational content. Ms. Kiffmeyer regularly contributes articles to various industry publications and newsletters, and has served on several advisory boards for professional certification programs related to the retirement services industry. She is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, winner of multiple APEX awards for communication excellence. She is in her final year of study in pursuit of her JD, with an emphasis on ERISA law. She BA degrees in communications and anthropology from Luther College, and has completed graduate work in education at Bemidji State University in Minnesota.

Informa Investment Solutions

David Kirkman, PhD, serves as the “Math Guy” and director of research and investment analytics at Informa Investment Solutions, which he joined in 2012. He is responsible for maintaining the integrity of the analytics in the Zephyr products. Previously, he was an astronomer at Bell Labs and then at the University of California, where he specialized in pulling faint signals out of noisy data. Among other things, he accurately measured the baryon density of the universe. He earned a PhD in physics from the University of California, San Diego.

Baron Funds

Jeffrey Kolitch is a vice president and portfolio manager at Baron Funds. Previously he worked at Goldman Sachs & Co., where he was a managing director of the equity capital markets group. Before that he worked at Cheviot Capital Advisors as an associate in mergers and acquisitions; and at Bankers Trust as a financial analyst. He earned a BS in economics from The Wharton School, University of Pennsylvania, and a master’s degree in management from the Kellogg Graduate School of Management at Northwestern University. 

Matthews Asia

Teresa Kong is a portfolio manager at Matthews Asia, which she joined in 2010, and manages the firm’s Asia Strategic Income and Asia Credit Opportunities strategies. She has managed the Matthews Asia Strategic Income Fund since its inception in 2011. Previously, she was head of emerging market investments at Barclays Global Investors, now known as BlackRock, and was responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa, and Latin America. Ms. Kong developed and managed strategies spanning absolute return, active long-only, and exchange-traded funds. In addition to founding the fixed income emerging markets group at BlackRock, she was also senior portfolio manager and credit strategist on the fixed income credit team. Before that, she was a senior securities analyst in the high yield group with Oppenheimer Funds, and began her career with JP Morgan Securities Inc., where she worked in the structured products group and Latin America capital markets group. She earned a BA in economics and political science and an MA in international development policies, both from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin.

AB

Daniel Loewy is chief investment officer and co-head of multi-asset solutions at AB, where he oversees the research, product design, and implementation of the firm’s multi-asset strategies. In addition, Mr. Loewy is chief investment officer for dynamic asset allocation and is responsible for the development and investment decision-making for that service. He is also a member of the real asset investment policy group and the target date investment oversight team. Previously, he led the wealth management group’s research on the major investment issues faced by our highest-net-worth clients, including asset allocation, alternative investments, and tax management. Before that, he was a research analyst in the equity research department, where he followed the aerospace and defense and capital goods sectors. Additionally, Mr. Loewy has served as an associate portfolio manager for the firm’s value equity services. He earned a BS in industrial and labor relations from Cornell University and an MBA from Columbia University.

 
ColumbiaThreadneedle Investments

Colin Lundgren is Head of U.S. Fixed Income at ColumbiaThreadneedle Investments. In this role, Mr. Lundgren leads a team of experienced investment professionals who are responsible for managing approximately $200 billion of fixed income assets, including retail, institutional and insurance portfolios. Mr. Lundgren directly manages the Columbia Strategic Income Fund and Columbia Income Builder Fund.

Nina Mažar is an associate professor of marketing (behavioral science) at the University of Toronto’s Rotman School of Management, co-director of the Behavioral Economics in Action research hub at Rotman (BEAR), and a Fellow of the Science Leadership Program in Canada. Currently, she is on temporary leave from Rotman to assume the role of behavioral scientist of the World Bank’s new Global INsights Initiative in Washington, DC. In addition, she is a founding partner of BEworks, a behavioral insights-driven management consulting firm, and a member of the advisory board/committee to the Martin Prosperity Institute and the Canadian Minister of National Revenue. She has consulted with companies and governmental organizations around the world, including Google, Toyota, the European Commission, and the Organisation for Economic Co-operation and Development. Her research has been published widely in academic journals, and featured in international TV, radio, and print outlets, including Japanese Public Television, NPR, BBC, the New York TimesFinancial TimesWired, and Harvard Business Review’s Breakthrough Ideas, and also in the New York Times bestsellers Drive by Steven Pink and Dan Ariely’s Predictably Irrational, The Upside of Irrationality, and The (Honest) Truth about Dishonesty, and most recently in the 2015 documentary movie “(Dis)Honesty—The Truth About Lies” by Dan Ariely and Yael Melamede. She also spoke at TEDxToronto 2015, on “How to Nudge Authentic Behavior.” She earned MS and PhD equivalents in management/marketing from the Johannes-Gutenberg University in Mainz, Germany. She was a post-doctoral associate of Professor Dan Ariely at MIT, where she researched and lectured in the marketing group of the Sloan School of Management and in the Media Lab’s eRationality group.

                                               

Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science

Steven L. Meyers, PhD, is vice president of the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science, which he joined in 1995. He also serves as a member of its management team and total financial resource development strategy group. His quest for innovative donor-focused gift designs led to a question—Why isn’t all philanthropy personalized philanthropy? —and series of “killer apps” that enable donors to create a lasting legacy where impact and recognition begin now. He has published in the Journal of Gift Planning as well as AFP’s Advancing Philanthropy, and speaks frequently at national, regional gift and financial planning events on donor-centered giving and “Planned Giving in the Big Picture.” He is a contributing author for the Planned Giving Design Center, as well as for the Elite Advisor Forum of CEG Worldwide. He earned an MEd in organization and management from Antioch University and a PhD from the University of Buffalo.

MitnickSecurity.com

Once one of the FBI's Most Wanted after hacking into 40 major corporations’ systems just for the challenge, Kevin Mitnick is now a trusted security consultant to some of the largest Fortune 500 companies and governments worldwide. Mr. Mitnick and the Global Ghost Team™ now maintain a 100-percent successful track record of being able to penetrate the security of any system they are paid to hack into using a combination of technical exploits and social engineering. As chief executive officer and chief "white hat" hacker at one of the most advanced boutique security firms in the world, Mr. Mitnick mentors leaders, executives, and staff on the theory and practice of social engineering, topics on which he is the leading global authority. He also helps consumers—from students to retirees—learn how to protect their information and themselves from harm. As the world’s most famous hacker, Mr. Mitnick has been the subject of countless news, movies, and magazine articles published throughout the world. He has made guest appearances on numerous television and radio programs, including CNN, CNBC, Al Jazeera, FOX News, CBC, BBC, Radio Moscow, Tech TV, National Public Radio, Good Morning America, and 60 Minutes. He has been called before the U.S. Congress to testify on security matters affecting the United States. Mr. Mitnick also works in partnership with KnowBe4 to produce critically acclaimed security-awareness training programs to counteract social engineering and to improve security effectiveness. Mr. Mitnick’s books include Art of Intrusion: The Real Story Behind the Exploits of Hackers, Intruders, and Deceivers and Art of Deception: Controlling the Human Element of Security, which are mandatory readings for security professionals. His autobiography, Ghost in the Wires: My Adventures as the World's Most Wanted Hacker, a New York Times best seller, is now available in 15 languages.

Morgan Stanley Alternative Investment Partners Hedge Fund Solutions group

Christopher Morser is a managing director and the head of the Morgan Stanley Alternative Investment Partners Hedge Fund Solutions group. In this role, he focuses on managing individual customized hedge fund portfolios, overseeing the hedge fund advisory platform assets and managing the team responsible for delivering investment advice and client advisory activities. He joined MSIM in 2006 and has 25 years of industry experience. Previously, Mr. Morser worked at Valence Capital, where he was responsible for external manager supervision and due diligence and served as portfolio manager for a fund-of-hedge-funds vehicle. Before that, he worked at Citadel Investment Group as a trader/analyst on the global event-driven desk focusing on special situations/equity restructuring. He also was a portfolio manager/analyst in a Chicago family office, overseeing long-only portfolios and running a leveraged financial sector hedge fund. Mr. Morser earned a BS in finance from Penn State University and an MBA from the University of Chicago.

RidgeWorth Investments

Ashi Parikh is chief executive officer and chief investment officer of RidgeWorth Investments, since July 2010. He is responsible for leading the overall strategic direction and growth of the firm and serves as chief executive officer for each of RidgeWorth’s boutiques. He also serves as a member of the RidgeWorth Holdings LLC board of directors and as an interested trustee of the RidgeWorth Funds’ board of trustees. His previous roles include president and chief investment officer as well as executive vice president and chief investment officer of equities. Prior to joining RidgeWorth in 2006, he worked for Eagle Institutional Growth Advisors as the firm’s chief Investment officer for growth equities. He earned a BA in economics from The Ohio State University in 1988 and an MBA from Harvard and has 24 years of experience in the financial services industry.

Hatteras Funds

David Perkins has served as chief executive officer of Hatteras Funds since the firm’s inception in September 2003. He founded Hatteras Funds, a boutique alternative investment specialist, with the goal of developing alternative investment solutions for financial advisors and their clients. Mr. Perkins’ vision was to eliminate the many obstacles associated with implementing alternatives and to help clients build better portfolios. Today, he is responsible for creating and implementing the firm’s strategic vision. He co-founded CapTrust in 1997, where he was responsible for implementing the investment consulting process including strategic asset allocation, manager search and selection, and performance analysis, and demonstrated an unwavering commitment to independence and transparency. Mr. Perkins has more than two decades of investment management experience and offers proven results in building, operating, and leading client-focused firms. He earned a BA from the University of North Carolina at Charlotte.

Douglas H. Polak is executive director and client portfolio manager in multi-asset solutions, focusing on institutional solutions. He began his career with J.P. Morgan in the Global Markets and Investment Management divisions after a short period with Merrill Lynch & Co. in their investment banking division. Prior to rejoining J.P. Morgan, he served as chief operating officer and head of marketing at Third Wave Global Investors, LLC. Prior to Third Wave, he developed and headed Columbia Management Group’s strategic advisory services department, providing asset allocation and other advisory services to institutional investors. He earned a BA in Economics from Davidson College and an MBA in finance from Duke University.

Brightworth

Dave Polstra is co-founder of Brightworth and has been a personal wealth advisor to high-net-worth families since 1981, providing comprehensive financial and investment advice and specializing in retirement transition planning, executive compensation, estate planning, and charitable planning. He is a frequent speaker at national conferences where he teaches retirement plan distribution and wealth transfer strategies to attorneys, CPAs, and financial advisors.

Behaviorgap.com, BAM ALLIANCE

Carl Richards is the director of investor education for the BAM ALLIANCE, a community of more than 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the New York Times, and is a columnist for Morningstar Advisor. Through his simple sketches, he makes complex financial concepts easy to understand. His second book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money, uses these sketches to cut through the complexity people associate with financial decisions. It's a practical how-to based on many of the principles in his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Mr. Richards has been featured on Marketplace Money, Oprah.com, and Forbes.com and he has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Alvin Roth is the Craig and Susan McCaw Professor of Economics at Stanford University, the author of Who Gets What— and Why, and is a joint recipient (with Lloyd S. Shapley) of the 2012 Nobel Memorial Prize in Economic Sciences for his work in stable allocations and the practice of market design. Throughout his career, Professor Roth has applied economic theory to real-world, real-life problems and has pioneered new ways to use game theory to redesign previously ineffective, complex markets. His breakthrough work involves creating better matching markets—where people or organizations come together in a marketplace to select one or another, e.g., the college admissions process, job searches, or dating websites. Matching markets where participants must rank their preferences often end in disappointment or mismatches, but Professor Roth designed fair and equitable systems where preferences are honored more frequently and participants are placed in one of the programs of their choice—with outcomes that result in stable match ups.

Some of his achievements include reworking the National Resident Matching Program through which 25,000 medical school graduates apply to the hospital residency programs of their choice throughout the country; designing the high school preference program in New York that matches as many as 90,000 students to hundreds of high schools each year; designing matching programs for Boston’s primary school choice system, as well as for other large cities with significant student populations; and founder and designer of the New England Program for Kidney Exchange, which allows incompatible patient-donor pairs to swap for compatible kidneys. The program has resulted in 2,000 patients receiving kidneys who might otherwise never have located a compatible donor. His honors include the following: Fellow, American Academy of Arts and Sciences; member, National Academy of Sciences; Fellow, American Association of the Advancement of Science; and Fellow, Econometric Society. He earned a BS in operations research from Columbia University and MS and PhD degrees, both in operations research, from Stanford University.

Vanguard Investment Strategy Group

Jim Rowley is a senior investment strategist in the Vanguard Investment Strategy Group, where he leads a global team that's responsible for conducting research and providing thought leadership on indexing and exchange-traded funds. Mr. Rowley’s research paper, "The ins and outs of indexing tracking," was published in the Journal of Portfolio Management. Previously, he worked at Gartmore Global Investments, Lehman Brothers, and Merrill Lynch. He earned a BS from Villanova University and an MBA from New York University. He is a past president of the CFA Society of Philadelphia.

The Rudin Group

April J. Rudin began her career at Kelly Services, a world-leader in the temporary help industry, where she led global marketing. She is currently founder and president of The Rudin Group and chairperson of the High Net Worth Advisory Board of the Hedge Fund Association, an international not-for-profit organization comprised of hedge funds, family offices, high-net-worth individuals, and service providers. A wealth management sector specialist and social media authority, she has partnered with many of the most revered financial institutions in the world to design and execute forward-looking marketing programs that take advantage of essential communications channels. Ms. Rudin is a regularly featured source of expert commentary to national news and business outlets, trade publications, and broadcast media. She has also created and maintains an extensive thought leadership domain that includes wealth management blogs featured on Huffington Post and WealthManagement.com. She has also launched her own social media-focused channel on Asset.tv, hosting guests who offer qualified perspective on timely topics impacting wealthy families and their advisors. Ms. Rudin is frequently called on to address prominent industry organizations around the world and has been an expert on wealthy and social strategies at conferences such as Institutional Investor’s RIA, Opal Family Office Conferences, National Private Family Office Forum, Private Asset Management (PAM) Centers of Influence. She earned a BA in science and in business at Wayne State University.


Aristotle Capital

Patrick Schussman is executive vice president at Aristotle Capital. Previously, he held many positions in a 20-year career at Morgan Stanley and its predecessor firms. Most recently, he served in a dual role as the Consulting Group Western Division Director, where he ran distribution of the firm’s fee-based advisory business in the Western United States, and was the director of institutional business development for Graystone Consulting and the broader institutional consulting business of Morgan Stanley. Prior responsibilities at the firm included heading the Graystone Consulting business, serving as investment counselor to the ultra-high-net-worth clients of Citi’s Private Bank, and supporting the managed account business of financial advisors as a divisional director, regional director, and senior divisional analyst with Smith Barney’s Consulting Group. Previously, he conducted business valuations for privately held companies. He started his professional career at Wilshire Associates Pension Consulting Division, where he worked with some of the nation’s largest public and private pension plans. Mr. Schussman earned a BS in business administration/finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar.

Jeffrey Sherman participates on the Fixed-Income Asset Allocation Committee and is a portfolio manager for derivative-based and multi-asset strategies with DoubleLine, which he joined in 2009. Previously, he was a senior vice president at TCW, where he worked as a portfolio manager and quantitative analyst focused on fixed-income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds.  Before that, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He earned a BS in applied mathematics from the University of the Pacific and an MS in financial engineering from the Claremont Graduate University.

A.T. Kearney

Uday Singh is a partner with A.T. Kearney in the financial institutions practice. He has extensive industry and consulting experience with a focus on top-line engagements in asset management, wealth, and banking. He also specializes in front-to-back office operating model design, efficiency and effectiveness improvement, and operations and channels optimization.

Previously, he worked as a senior consultant with Arthur Andersen, where he focused on derivatives and trading risk management, and as an analyst specializing in structured products for LG&E Energy. He earned a bachelor’s degree in economics from the University of Delhi’s Shri Ram College of Commerce and an MBA from the University of Virginia Darden School of Business.

RidgeWorth Investments

Jim Stueve, CIMA ®, CFP ®, is president and global head of sales and marketing at RidgeWorth Investments. He oversees all mutual fund business activities, institutional and retail sales and all client service efforts for the firm and joined RidgeWorth in November of 2007. Prior to this, he most recently served as executive vice president and director of sales for AIM Distributors Incorporated. During his 15 year career at AIM, he was in leadership roles overseeing their institutional, platform and retail sales activities. Mr. Stueve began his career in financial services in 1986 and has a wide range of investment experience including life insurance sales, research analyst and wholesaler for various mutual funds, annuity and retirement products. He earned a BS in business administration with a concentration in finance and economics from Valparaiso University and is a current trustee and finance chair for the Foundation for Financial Planning. He also serves as the chairman of the executive committee for Mutual Fund Education Alliance. He formerly served on the Corporate Resource Council of the Financial Planning Association. He is the former president and trustee for the West University Elementary Foundation and was a four year starter and captain for the Valparaiso University basketball team.

Mercatus Center at George Mason University

Scott Sumner, PhD, is the Ralph G. Hawtrey Chair of Monetary Policy at the Mercatus Center at George Mason University. His research has been in the field of monetary economics, and his policy work has focused on the importance of expectations, particularly using futures markets to guide monetary policy. He currently blogs at TheMoneyIllusion and Econlog. He earned a PhD in economics from the University of Chicago and has taught economics at Bentley University for the past 33 years.

China India Institute

Haiyan Wang is managing partner of the China India Institute, a Washington, DC-based research and advisory organization with a focus on creating winning global strategies, organizations, and mindsets that leverage the transformational rise of emerging markets, foremost China and India. She also has been an adjunct professor of strategy at INSEAD. Ms. Wang has been listed by Thinkers50 in “On the Radar” and short-listed for the 2011 Global Village Award. She has also been named “New Guru” by The Economic Times. Ms. Wang co-writes a regular column for Bloomberg Businessweek and blogs for Harvard Business Review. She is the co-author of three highly acclaimed books: The Silk Road Rediscovered, Getting China and India Right (which received the 2009 Axiom Book Awards’ Silver Prize as one of the world’s two best books on globalization/international business), and The Quest for Global Dominance (2nd edition). Ms. Wang has served as a contributing editor for Chief Executive Magazine. Her opinion pieces also have appeared in leading international media such as the Wall Street Journal, Bloomberg Businessweek, Financial Times, Wired, the Economic Times, China Daily, the Times of India, South China Morning Post, and others. She has been interviewed frequently by CNBC, the Wall Street Journal, Fox Business, India Today, CCTV, CNN Expansión, Shanghai Daily, INSEAD Knowledge and other prominent business media. She earned a BA from the Shanghai University of International Business and Economics, a master’s in economics/international business from the University of International Business and Economics, and an MBA from the University of Maryland.

Hotel/Travel

The IMCA 2016 Annual Conference Experience—ACE will take place at the Hyatt Regency Orlando (formerly the Peabody Orlando). With a stunning resort ambiance and a prime location on International Drive, the Hyatt Regency Orlando offers convenient access to shops, dining, and attractions.

Hyatt Regency Orlando
9801 International Drive
Orlando, FL, 32819  
407.284.1234

Important Note: IMCA has reserved a block of rooms at the Hyatt Regency Orlando at the special group rate of $225 single/double per night. This rate includes complimentary in-room Internet and fitness center access. To make your reservation, click here. You may also call 1.800.233.1234 and reference Investment Management Consultants Association. Availability at this rate is still available, but limited, so please make your reservation right away.

In addition, you should know that IMCA has received reports that at least one unofficial housing service—Exhibitors Housing Management—has been contacting exhibitors and attendees claiming to be a partner with IMCA to provide housing services. Be aware that IMCA has not contracted with this organization and does not endorse, support, or warrant their services. The only recommended ways to book your hotel for the upcoming event are outlined above. In the event that you book your hotel room outside the normal IMCA housing block, IMCA will not be able to assist you if your room is unavailable or the “provider” turns out to be a scammer.

Booking a room in the IMCA room block is an important way to support the association and ultimately keep overall meeting costs as low as possible. IMCA commits to a block of rooms at the hotel on behalf of conference attendees and has a financial obligation to fill this block. Please help us to avoid potential penalties and control costs for future events by staying at the official hotel. Staying “within the block” is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at the hotel 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.

Please note that conference attendees who do not make their reservation within the IMCA room block may not receive the same discounted rate or benefits.

Location/Distance/Parking
The Hyatt Regency Orlando is located in the International Drive district, just 12 miles from the Orlando International Airport. A taxi from the airport to the hotel is approximately $34. IMCA has arranged discounted shuttle service between the airport and the hotel for $29 roundtrip per adult ($21 per child). To take advantage of this discounted rate with Mears Transportation, click here and follow the instructions provided.  

For driving directions to the hotel, click here. The hotel offers valet parking for $27 per night and self-parking for $18 per night.

Theme Park Discounts

Spend some extra time in Orlando with your family and friends before or after the IMCA Annual Conference Experience—ACE! IMCA has arranged discounted admission to Walt Disney World, Universal Orlando, and Sea World. Discounted tickets can be purchased through Hello Florida by clicking here. Please read the terms and conditions of your purchase for park admissions tickets carefully and note that you are not making this purchase through IMCA. Hello Florida is a separate entity and IMCA is unable to assist with any purchase questions, cancellations, or refunds. You may contact the Hello Florida ticket department directly, Monday through Friday 9 a.m.–5 p.m. EST at 407.674.3036.

Early-bird registration deadline extended! Register by Monday, March 21 to save $100 on your conference registration.

Registration Fees

Early-Bird1 By March 18

After March 18

 

IMCA Members

US$895

US$995

Register

Join & Go2

US$1,095

US$1,195

Register

Non-Member

US$1,345

US$1,445

Register

IMCA Members Pre-Conference Workshop

US$150 US$200 Register

Join & Go2 Pre-Conference Workshop

US$150 US$200 Register

Non-Member Pre-Conference Workshop

US$250 US$300 Register

Click here to download a hard-copy registration form.

¹Both the registration form and payment must be received by March 18, 2016, to be eligible for the early-bird rate.
2Reactivations and renewals are not eligible. Conditions apply. Subject to change without notice.

Cancellation/Transfer Policy
Cancellations for conference registration must be received in writing. Please send cancellation requests to [email protected]. The registration fee less US$50 cancellation fee will be refunded for cancellation requests received by March 28, 2016. A 30-percent cancellation fee will be applied for cancellations received between March 29 and April 11, 2016. No refunds will be granted for cancellations received after April 11, 2016, or for nonattendance.

To print a receipt of this purchase, click here to go to the "Transaction History" section of "My IMCA." If you have any questions or concerns, call us at 303.770.3377.
 

 

 

Continuing Education Credit

IMCA is excited to offer CIMA®, CIMC®, CPWA®, and CFP® certificants a convenient and hassle-free method of reporting continuing education (CE) credit earned at IMCA conferences through our new radio frequency identification (RFID) system.

Your attendance at individual conference sessions is now automatically recorded using RFID technology as you enter each session. Be sure to wear your conference badge at all times to ensure that you are properly credited for the sessions you attend. You will not be able to earn or report CE credit to IMCA, the CFP Board of Standards, or other leading certification bodies without this proof of attendance.

CIMA®/CIMC®/CPWA® Marks. This conference has been accepted by IMCA for 20 hours of continuing education credit, including 1 hour of ethics. An additional 2-3 hours of continuing education credit (including 2 hours of ethics) is available by attending the pre-conference workshops on Sunday, April 17.

CFP® Certification. This program has been accepted by the CFP Board for up to 16 hours of continuing education credit. An additional 2 hours of CFP ethics is available by attending the pre-conference workshop on Sunday, April 17. 

  1. Provide your CFP ID to IMCA. Enter your CFP ID in My IMCA in the “Update my contact information” and “Update” under My Contact Info section. You also may enter your CFP ID when you register for a conference.
  2. Wear your conference badge at all times so your attendance at individual sessions is recorded using RFID technology.
  3. IMCA will provide information to the CFP Board. The CFP Board will notify you when this occurs.

Please note that IMCA is not able to report to the CFP Board on your behalf if we do not have an accurate CFP ID. Please check your My IMCA account to ensure the information is in our database and is 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.

 

 

 

IMCA thanks these partners, sponsors, and exhibitors for their support of the IMCA 2016 Annual Conference Experience—ACE.

Thanks to our conference sponsor:  

               

 

Exhibitors

Type

Website

AB

Bronze www.abglobal.com

Aberdeen Asset Management

Bronze

aberdeen-asset.us

Advicent Solutions

Exhibitor

www.advicentsolutions.com

ThinkAdvisor

Exhibitor

www.thinkadvisor.com

ALPS Portfolio Solutions

Exhibitor

www.alpsfunds.com

American Funds Conference Sponsor www.americanfunds.com/advisor

Angel Oak Capital Advisors, LLC

Exhibitor

www.angeloakcapital.com

Arrow Funds

Bronze

www.arrowfunds.com

Artisan Partners

Exhibitor

www.artisanpartners.com

Autenrieth Advantage

Exhibitor

www.autenriethadvantage.com

Baron Funds

Exhibitor

www.baronfunds.com

BOFI Federal Bank

Exhibitor

www.bofifederalbank.com

CAIA Association

Exhibitor

www.caia.org

Capstone

Exhibitor

www.capstonefinancial.com

Charles Schwab

Silver www.advisorservices.schwab.com

Commonwealth Financial Network

Exhibitor www.commonwealth.com

Deutsche Asset Management

Bronze

www.deutsche.etf.com

Diamond Hill Capital Management

Bronze

www.diamond-hill.com

Doubleline Capital

Exhibitor

www.doubleline.com

Envestnet

Exhibitor

www.envestnet.com

FactSet

Exhibitor

www.factset.com

Fidelity Investments

Silver

https://fiws.fidelity.com

Financial Advisor/Private Wealth

Exhibitor

www.fa-mag.com; www.pw-mag.com

Financial Media Group Exhibitor www.advisordatabases.com

First Trust Portfolios

Exhibitor

www.ftportfolios.com

FlexShares

Exhibitor

www.flexshares.com

Focus Financial Partners

Exhibitor

http://focusfinancialpartners.com

Folio Institutional

Exhibitor

www.folioinstitutional.com

Foundation Source

Exhibitor

www.foundationsource.com

Goldman Sachs

Exhibitor

www.goldmansachs.com

GuideStone Funds

Exhibitor

www.guidestonefunds.com

Hancock  Horizon Funds

Exhibitor

www.hancockhorizonfunds.com

HighTower

Exhibitor

www.hightoweradvisors.com

Hotchkis & Wiley

Exhibitor www.hwcm.com

Index IQ by Mainstay Investments

Bronze www.iqetfs.com

Invesco Powershares

Gold www.powershares.com

InvestmentNews

Exhibitor

www.investmentnews.com

Jackson

Exhibitor

www.jackson.com

Jensen Investment Management

Exhibitor

www.jenseninvestment.com

Leuthold Weeden Capital Management Inc.

Exhibitor

www.lwcm.com

Litman Gregory Asset Management

Exhibitor

www.mastersfunds.com

LPL Financial

Exhibitor

www.joinlpl.com

Markel Cambridge Alliance

Exhibitor www.markelinvestmentadvisors.com

Matthews Asia

Bronze www.matthewsasia.com

Nationwide

Platinum www.nationwidefinancial.com

Nuveen Investments

Bronze

www.nuveen.com

Oberweis Asset Management

Exhibitor

www.oberweisfunds.com

Olive & Cocoa

Exhibitor

www.oliveandcocoa.com

Pershing Advisor Solutions

Exhibitor

www.pershing.com

Pioneer Investments

Platinum www.pioneerinvestments.com

ProShares

Exhibitor

www.proshares.com

Putnam Investments

Exhibitor  

www.putnam.com

Rainier Funds

Exhibitor

www.rainierfunds.com

Rastegar Capital

Exhibitor

www.RastegarCapital.com

Raymond James Investment Advisors Division

Gold

www.rjiad.com

Reinhart Partners Inc.

Exhibitor

www.reinhartpartnersinc.com

S&P Dow Jones Indices

Exhibitor www.spdji.com

Sage

Exhibitor

www.sageadvisory.com

Schroders

Exhibitor www.schroders.com/us

Select Sector  SPDRs

Bronze

www.sectorspdr.com

Smead Capital Management

Silver www.smeadcap.com

Source Media

Exhibitor

www.financial-planning.com; www.onwallstreet.com

Sterling Foundation Management

Exhibitor

www.sterlingfoundations.com

TCW

Exhibitor www.tcw.com

TD Ameritrade Institutional

Platinum tdainstitutional.com

Thomas White International

Exhibitor www.thomaswhite.com

Thompson IM Funds, Inc.

Exhibitor thompsonim.com

Thornburg Investment Management

Platinum www.thornburg.com

US Commodity Funds

Bronze

www.unitedstatescommodityfunds.com

VanEck

Exhibitor

www.vaneck.com

Vanguard

Exhibitor

www.vanguard.com

Vestmark

Exhibitor

www.vestmark.com

Wasatch Funds

Exhibitor

www.wasatchfunds.com

WealthManagement.com

Exhibitor

www.wealthmanagement.com

Wells Fargo Advisors Financial Network

Gold www.wfafinet.com

William Blair

Exhibitor

www.williamblairfunds.com

Wilshire Associates

Exhibitor

www.wilshire.com

WisdomTree Asset Management

Exhibitor www.wisdomtree.com

Worth Magazine

Exhibitor

www.worth.com

Contact Lara Davies at [email protected] for exhibitor and sponsorship opportunities, or click here to download the Sponsor/Exhibitor Kit.

Date: 
Sunday, April 17, 2016 to Wednesday, April 20, 2016

IMCA 2016 Annual Conference ExperienceJoin IMCA, April 17–20 in Orlando, Florida, for our esteemed 2016 Annual Conference Experience held at the beautiful Hyatt Regency, Orlando. IMCA’s Annual Conferences are the largest association gatherings of investment advisors and wealth managers in the industry, and are renowned for featuring leading authors, academics, and investment experts who serve to educate members on the latest financial trends.

At IMCA, we understand the value of continuing education and consistently offer conferences that strive to inspire and motivate. The goal is that attendees leave with a fresh perspective, with knowledge on industry topics that will help them better meet client needs and stand out from their competitors. Our 2016 Annual Conference Experience will be no exception, delivering the best educational and networking experience of the year. The 2016 Annual Conference Experience content is aligned with five tracks to help you choose sessions aligned with your business interests:

  1. Institutional Consulting
  2. Investment Management
  3. Advanced Business Strategies
  4. Alternative Investments
  5. Advanced Wealth Management

Accompany the financial industry’s top minds as they discuss the most prominent topics in wealth management today. Don’t miss the must-attend event of 2016!

General Session Speakers include:

Alvin Roth

Alvin Roth is the Craig and Susan McCaw Professor of Economics at Stanford University, the author of Who Gets What— and Why, and is a joint recipient (with Lloyd S. Shapley) of the 2012 Nobel Memorial Prize in Economic Sciences for his work in stable allocations and the practice of market design.

 

 

 

The first 1,000 people to register for the 2016 IMCA Annual Conference Experience will receive an electronic version of Who Gets What—and Why by the opening keynote speaker Alvin Roth. You will receive a separate email from amazon.com with information on how to download it.

Enhance your experience of Professor Roth’s presentation by reading the book!

 

 

 

 

 

 

 

 

 

 

 

Sessions: 
Location: 
Hyatt Regency Orlando (formerly the Peabody Orlando)
9801 International Drive
Orlando, FL 32819
United States
Phone: 
+1 (407) 284-1234