IMCA 2015 New York Consultants Conference

Date:
February 9 2015 to February 10 2015
Location:
Sheraton New York Times Square Hotel
811 7th Ave at 52nd Street
New York, NY 10019
United States

Spend time with some of the legends of finance and economics at the IMCA 2015 New York Consultants Conference February 9–10. This year's event features Daniel Kahneman, PhD, widely regarded as the world's most influential living psychologist and winner of the 2002 Nobel Prize in Economics for his work in behavioral economics. Also hear from Sallie Krawcheck, MBA, owner of Ellevate—a professional women's networking organization committed to economic empowerment—and recognized as the senior Wall Street excutive who reimbursed a portion of client losses for poorly performing products.  

Hotel Information:
Sheraton New York Times Square Hotel
Website

These and many other conference speakers will change the way you think about your business:

 

Daniel Kahneman, PhD, Nobel Laueate Sallie Krawcheck, MBA, pioneering executive Michael A. Levi,
PhD, global policy
Richard Bernstein, MBA, asset allocation

 

 

 Thank you to our IMCA 2014 New York Consultants Conference sponsors:
 

General Session
Sun. Feb 8
Mon. Feb 9
Tue. Feb 10
Workshops
Mon. Feb 9

Richard Bernstein is chief executive officer and chief investment officer of Richard Bernstein Advisors LLC, which he founded in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. Mr. Bernstein has more than 30 years’ experience on Wall Street, most recently as the chief investment strategist at Merrill Lynch & Co. Before that, he held positions at E.F. Hutton and Chase Econometrics/IDC.

A much-noted expert on equity, style, and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual “All-America Research Team” 18 times, and is one of only 49 analysts inducted into the Institutional Investor “Hall of Fame.” He was also twice named to both Fortune magazine's “All-Star Analysts” and to Smart Money magazine's “Power 30,” and was a member of Registered Rep's “Ten to Watch” for 2012. His book Style Investing: Unique Insight into Equity Management is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, Navigate the Noise: Investing in the New Age of Media and Hype, to charity. Mr. Bernstein is co-chair of the Alfred P. Sloan Foundation endowment's investment committee (~$1.8 billion) and sits on the Hamilton College endowment's investment committee (~$700 million); he is a trustee of both institutions. He is an adjunct professor of finance at the NYU/Stern Graduate School of Business, and is a member of the Journal of Portfolio Management's Advisory Committee. He earned an MBA in finance with Beta Gamma Sigma distinction from New York University and a BA in economics from Hamilton College.

Daniel Kahneman is a senior scholar at the Woodrow Wilson School of Public and International Affairs. He is also Professor of Psychology and Public Affairs Emeritus at the Woodrow Wilson School, the Eugene Higgins Professor of Psychology Emeritus at Princeton University, and a fellow of the Center for Rationality at the Hebrew University in Jerusalem. Professor Kahneman is a member of the National Academy of Science, the Philosophical Society, the American Academy of Arts and Sciences, and a fellow of the American Psychological Association, the American Psychological Society, the Society of Experimental Psychologists, and the Econometric Society. He has been the recipient of many awards, among them the Distinguished Scientific Contribution Award of the American Psychological Association (1982) and the Grawemeyer Prize (2002), both jointly with Amos Tversky, the Warren Medal of the Society of Experimental Psychologists (1995), the Hilgard Award for Career Contributions to General Psychology (1995), the Nobel Memorial Prize in Economic Sciences (2002), the Lifetime Contribution Award of the American Psychological Association (2007), and the Presidential Medal of Freedom (2013). He earned a BS in psychology with a minor in mathematics from The Hebrew University of Jerusalem and a PhD in psychology from the University of California, Berkeley. 

Sallie Krawcheck is the owner of Ellevate (formerly known as 85 Broads), a professional women's networking organization that is committed to the economic empowerment of women globally. She has also teamed up with Pax World Management to offer an index fund called Ellevate Asset Management which focuses on companies where women make up a significant portion of officers and directors. Ms. Krawcheck’s involvement reflects her recognition of the power of diversity in driving economic growth, innovation, and financial returns. She is past president of Bank of America Global Wealth Management, including Merrill Lynch. Before that, she was chief executive officer and chairman for Citi Global Wealth Management, responsible for the Citi Private Bank, Citi Smith Barney and Citi Investment Research. During her time at Citi, she was also a member of the senior leadership committee and executive committee. As the only senior Wall Street executive to reimburse a portion of client losses for poorly performing products during the downturn and with her varied experiences as a senior manager, chief financial officer (CFO), and research analyst, she provides unique and powerful insider insights into financial services, wealth management, personal financial matters, and business management. A perennial on FORTUNE’S “Most Powerful Women” lists, she was one of TIME magazine’s “Global Business Influentials,” CNBC’s “Business Leader of the Future,” and Fast Company’s “100 Most Creative People in Business.” She earned an MBA from Columbia University and a BA/BS from the University of North Carolina.

Michael A. Levi is the David M. Rubenstein senior fellow for energy and the environment at the Council on Foreign Relations (CFR), director of the Maurice R. Greenberg Center for Geoeconomic Studies, and director of the CFR program on energy security and climate change. He is an expert on climate change, energy security, arms control, and nuclear terrorism. Previously, Dr. Levi was a nonresident science fellow and a science and technology fellow in foreign policy studies at the Brookings Institution. Before that, he was director of the Federation of American Scientists’ Strategic Security Project. Dr. Levi is the author of The Power Surge: Energy, Opportunity, and the Battle for America’s Future and By All Means Necessary: How China’s Resource Quest is Changing the World (with Elizabeth Economy). His recent writings include studies of natural gas exports, the Canadian oil sands, and the global politics and economics of clean energy innovation. Dr. Levi has testified before Congress and presented expert scientific evidence to the National Academy of Sciences on climate change and on nuclear security. His essays have been published in Foreign Affairs, Foreign Policy, Nature, and Scientific American, among others. His op-eds have appeared in the New York Times, Washington Post, Wall Street Journal, and Financial Times. Dr. Levi earned a BSc (Hons.) in mathematical physics from Queen’s University (Kingston) and an MA in physics from Princeton University, where he studied string theory and cosmology. He earned a PhD in war studies from the University of London (King’s College), where he was the SS HRC William E. Taylor fellow.

IMCA has reserved a block of rooms at The Sheraton New York Times Square Hotel at the special group rate of $209 single/double per night. This rate includes complimentary in-room Internet. To make your reservation, click here. You man also call 212.581.1000 and reference IMCA's New York Consultants Conference. This special rate is available through January 9, 2015; however, rooms at this rate are available on a first-come, first-served basis, so early reservations are recommended.

Booking a room in the IMCA room block is an important way to support the association and ultimately keep overall meeting costs as low as possible. IMCA commits to a block of rooms at these hotels on behalf of conference attendees and has a financial obligation to fill those blocks. Please help us to avoid potential penalties and control costs for future events by staying at one of the official hotels. Staying “within the block” is also more convenient and helps you stay connected with the informal activities and networking opportunities that occur at the hotels 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 reservations within the IMCA room block may not receive the discounted rate or benefits. 

Location/Distance/Parking
Hotel Information:

Sheraton New York Times Square Hotel
811 7th Avenue
New York, NY 10019
212.581.1000
Website

The Sheraton New York Times Square Hotel is located at 811 7th Aveue at 52nd Street. It is between Central Park and Times Square in the Midtown business and entertainment district.

The Sheraton New York Times Square Hotel is in Times Square and is 10 miles from LaGuardia Airport, 17 miles from JFK Airport, and 16.5 miles from Newark Airport. Approximate taxi costs from each airport are: $30 from LaGuardia; $50 from JFK; and $60 from Newark. If you are interested in taking a shuttle from an airport, the hotel recommends using SuperShuttle. Click here or call 800.258.3826 for more information and reservations. 

The Sheraton New York Times Square Hotel provides valet parking for $50 a day. There is a $15 surcharge for SUVs and other large vehicles. Please click here for a map of the hotel's location. 

Registration Fees

Early-Bird Rate1

By January 9, 2015

After January 9, 2015

 

IMCA Members

$795

$895

Register

First-Time Member Join & Go2

$995

$1,095

Register

Non-Member

$1,245

$1,345

Register

Click here to download a hard copy registration form.

1Both the registration form and payment must be received by January 10, 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.

Cancellation/Transfer Policy
Cancellations for conference registration must be received in writing. The registration fee less $50 cancellation fee will be refunded for cancellations postmarked or faxed by January 20, 2015. A 30-percent cancellation fee will be applied for cancellations received between January 21 and February 2, 2015. No refunds will be granted for cancellations received after February 2, 2015, 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. We look forward to seeing you in New York!
 

Continuing Education Credits

Your attendance at individual sessions will be automatically monitored 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, 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 twelve (12) hours of continuing education (CE) credit. (Program subject to change, which may affect the type and total number of hours delivered).

CFP® Certification—Information about approved sessions will be available on the CFP Board website. IMCA will report your attendance at individual conference sessions to CFP Board on your behalf. Note that you must complete the following steps:

  1. Provide your CFP ID to IMCA. Enter your CFP ID in My IMCA in the "Update my demographics information" 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 each session is recorded using RFID technology.
  3. IMCA will provide information to the CFP Board. The CFP Board will notify you when this occurs. 

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. IMCA will provide a certificate of attendance after the conference upon request.

Thank you to our IMCA 2014 New York Consultants Conference exhibitors and sponsors:
 

AllianceBernstein, Bronze; American Funds, Silver; Charles Schwab, Silver; Diamond Hill Capital Management, Bronze;  Fidelity Investments, Silver; Harbor Capital Advisors, Bronze; IndexIQ, Bronze; Matthews Asia,  Bronze;  Nationwide Financial, Platinum; Nuveen Investments, Bronze; Raymond James Financial, Gold; Sage, Exhibitor;  TD Ameritrade Institutional, Platinum; Thornburg Investment Management, Platinum; United States Commodity Funds, Bronze; Vanguard, Exhibitor; Voya Investment Management, Platinum; Wells Fargo Advisors Financial Network, Gold

 

Conference Sponsor

 

 

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

Date: 
Monday, February 9, 2015 to Tuesday, February 10, 2015

Spend time with some of the legends of finance and economics at the IMCA 2015 New York Consultants Conference February 9–10. This year's event features Daniel Kahneman, PhD, widely regarded as the world's most influential living psychologist and winner of the 2002 Nobel Prize in Economics for his work in behavioral economics. Also hear from Sallie Krawcheck, MBA, owner of Ellevate—a professional women's networking organization committed to economic empowerment—and recognized as the senior Wall Street excutive who reimbursed a portion of client losses for poorly performing products.  

Hotel Information:
Sheraton New York Times Square Hotel
Website

These and many other conference speakers will change the way you think about your business:

 

Daniel Kahneman, PhD, Nobel Laueate Sallie Krawcheck, MBA, pioneering executive Michael A. Levi,
PhD, global policy
Richard Bernstein, MBA, asset allocation

 

 

 Thank you to our IMCA 2014 New York Consultants Conference sponsors:
 

Location: 
Sheraton New York Times Square Hotel
811 7th Ave at 52nd Street
New York, NY 10019
United States