IMCA 2014 Winter Institute

Date:
December 8 2014 to December 9 2014
Location:
Arizona Biltmore
2400 East Missouri Avenue
Phoenix, AZ 85016
United States
Phone:
+1 (602) 955-6600

IMCA 2014 Winter Institute | The Evolution of Advice

Imagine being able to see into the future, anticipate the next big thing, and spot trouble beyond the horizon. Investors today can’t keep pace with rapid global developments on their own. That’s why they depend on their advisor: You. Advisors are entrusted with not just the investable assets of their clients, but with their hopes and dreams for the future and future generations. Modern wealth management demands more attention than ever to evolving regulations, tax laws, market shifts, and geopolitical twists and turns. 

The IMCA 2014 Winter Institute: The Evolution of Advice, offers advisors dynamic new ways of seeing the world and interpreting the signs around us. Imagine new ways of understanding—and anticipating—change, and new outlooks on growing, protecting, and nurturing client assets. This year’s Winter Institute features speakers who may change the way you see the world, as well as top speakers tackling our traditional core topics of asset allocation, portfolio building, and more: 

Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.

Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides  fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted  as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.

Andy Rothman, Matthews International Capital Management, LLC, on Demystifying China, and how it will impact the investment strategies you bring to your clients now and particularly, in the future.

Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!

General Session
Sun. Dec 7
Mon. Dec 8
Tue. Dec 9
Workshops
Mon. Dec 8
Post-Conference Workshops
Tue. Dec 9
Nuveen Asset Management, LLC
McKinsey & Company
McKinsey & Company
The Associated Jewish Charities
Exceed Investments
Futurist.com

Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.

W. P. Carey School of Business, Arizona State University
MOBI Digital Media Holdings, LLC
Russell Investments

Kathleen Pritchard, CRPC®, ChFC®, CLU®, CFS® is responsible for developing and executing compelling value-added marketing programs for Financial Advisors in the wirehouse, regional, independent, and bank channels. She is a National Spokesperson for Legg Mason representing the firm at industry conferences and events across the country. Over the course of her career, she has coached thousands of Financial Advisors on consultative selling practices. Kathleen began her career as a Financial Advisor, and, in the 25 years since, has held various roles including Sales Management, Training, National Accounts and Marketing. Immediately prior to joining the firm, she was a Senior Manager at JPMorgan Asset Management where she held various marketing positions.

The Pullen Consulting Group
One Lindsley Partners

Ash RajanAsh Rajan, MBA, is senior partner with One Lindsley Partners, where he consults with asset management firms on fund design and launch to intermediary retail channels. Previously, he worked at h Merrill Lynch, where he held the roles of U.S. chief investment strategist and ultra-high-net-worth investment office head. Previously, he was senior vice president at Prudential Investments, where he managed the portfolio specialists group and co-head of equity research marketing group at Morgan Stanley. He speaks frequently at professional gatherings, both in the United States and abroad, and is a frequent guest on CNNC, CNN, BCC, Bloomberg, Reuters, and on media outlets in Europe and Asia. Mr. Rajan earned an MBA in international business from Loyola College, India, an MBA in finance from the University of Maryland, and an MS in business communication from the Jones School of Communication, University of Texas at Austin.

FORWARD Management

Alan Reid, CIMA® is a founder and chief executive officer of Forward. In this role, he has led the firm’s transformation from a traditional long-only manager to a solutions provider with an array of outcome-oriented and nontraditional strategies. Previously, he was an executive director of the private wealth management team at Morgan Stanley, designing the firm’s data aggregation strategy. While senior vice president at Morgan Stanley Online, he expanded the firm’s external infrastructure and helped it win top scores for service delivery. He was an advisory board member for SunGard Expert Solutions and is currently on the board of FOLIOfn. He is a member of the Board of Governors of the Investment Company Institute, where he has been an advocate for mutual fund practices that protect shareholder assets.  He earned a BS in finance from Menlo College.

Matthews International Capital Management
Focus Partners LLC

Michael Silver is a senior managing partner at Focus Partners, LLC, where he is a leadership and performance coach for financial industry organizations, teams, and individuals. His financial services experience includes sales and management positions at several firms, including Prudential, Wachovia, and Ryan Beck, where he learned the power of creative networking, referral programs, and relationship management. He earned a BS with distinction in finance from Ithaca College and a Certification in Organizational and Executive Coaching from New York University.

LearnVest.com

Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.

IMCA has reserved a block of rooms at the Arizona Biltmore at the special group rate of $189 single/double per night. The $28-per-night resort fee has been waived for IMCA conference attendees. The fee includes complimentary wireless Internet access in your room, use of the resort’s spa and fitness center, use of the resort’s 18-hole putting course, and a daily newspaper.

To make your reservation, visit the hotel’s website at www.arizonabiltmore.com. Please enter the code IMCA14 under the Group/Convention Code section of the reservations screen. Attendees can also call 800. 950.0086 and reference the same code. This special rate is available through November 7, 2014 and available on a first-come, first-served basis, so early reservations are recommended. Important note: The Arizona Biltmore requires a deposit equal to one night’s stay when making your reservation. This deposit is refundable up to 72 hours in advance of scheduled arrival date.

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 the 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 including the waived resort fee.

Location/Distance/Parking

Arizona Biltmore
2400 East Missouri Avenue
Phoenix, AZ 85016
602.955.6600
Website

The historic Arizona Biltmore is located in Phoenix just six miles from the Phoenix Sky Harbor International Airport. Built in 1929 as one of Phoenix’s first resorts, the Arizona Biltmore was constructed in grand form by brothers Albert, Charles, and Warren McArthur. Frank Lloyd Wright served as the consulting architect, and the Arizona Biltmore remains one of the only existing hotels in the world to benefit from his influence.

A taxi between the airport and hotel is approximately $20 each way. If you are interested in taking a shuttle to/from the airport, you may contact Super Shuttle. Click here or call 602.244.9000 for more information or to make a reservation. The cost is $15 per person, each way.

If you plan to drive to the hotel, IMCA conference attendees will receive a discounted valet parking rate of $15 per day. Self-parking for IMCA conference attendees is complimentary. Please click here for driving directions to the hotel.

 

 Conference Registration Fees
 

Before November 7¹

After November 7

 
IMCA Members

$595

$695

Register
     Post-Conference Workshop—Members $150 $200 Register
Join & Go²

$895

$995

Register
     Post-Conference Workshop—Members $150 $200 Register
Nonmembers

$1,045

$1,145

Register
     Post-Conference Workshop—Nonmembers $250 $300 Register
 Register online now or download a hardcopy registration form.

¹ Both the registration form and payment must be received by November 7, 2014, to be eligible for the early-bird rate. 
² 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 November 14, 2014. A 30-percent cancellation fee will be applied for cancellations received between November 15 and December 1, 2014. No refunds will be granted for cancellations received after December 1, 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. 

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 will be accepted by IMCA for twelve (12) hours of continuing education (CE) credit. Additional continuing education credit is available for attending the optional post-conference workshop on Tuesday, December 9, 2014. (Program subject to change, which may affect the type and total number of hours delivered).

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

  1. Provide your CFP ID. 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 or when you report your session attendance to IMCA.
  2. Wear your conference badge at all times so your attendance at individual sessions is recorded using RFID technology.
  3. IMCA will provide the information to the CFP Board. The CFP Board will notify you when this occurs.

Please note that IMCA is not able to report to 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—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.

Contact Lara Davies at ldavies@imca.org for information about sponsoring or exhibiting at the 2014 Winter Institute or click here to download the 2014 Sponsor/Exhibitor Kit

Date: 
Monday, December 8, 2014 to Tuesday, December 9, 2014

IMCA 2014 Winter Institute | The Evolution of Advice

Imagine being able to see into the future, anticipate the next big thing, and spot trouble beyond the horizon. Investors today can’t keep pace with rapid global developments on their own. That’s why they depend on their advisor: You. Advisors are entrusted with not just the investable assets of their clients, but with their hopes and dreams for the future and future generations. Modern wealth management demands more attention than ever to evolving regulations, tax laws, market shifts, and geopolitical twists and turns. 

The IMCA 2014 Winter Institute: The Evolution of Advice, offers advisors dynamic new ways of seeing the world and interpreting the signs around us. Imagine new ways of understanding—and anticipating—change, and new outlooks on growing, protecting, and nurturing client assets. This year’s Winter Institute features speakers who may change the way you see the world, as well as top speakers tackling our traditional core topics of asset allocation, portfolio building, and more: 

Glen Hiemstra is the founder of Futurist.com, an internationally-recognized firm that helps individuals, organizations, and industries spot coming trends, understand long-term planning, and create a preferred future. Mr. Hiemstra has advised professionals, companies, and government organizations for more than two decades, including Microsoft, The Home Depot, Boeing, Adobe, the U.S. Army Corps of Engineers, the Costa Rica Hotel Association, and the University of Washington.

Alexa von Tobel is the author of Financially Fearless and founder of LearnVest.com, a personal finance platform that provides  fee-based financial services that may or may not be a threat to traditional advisors, particularly at lower levels of investable assets. Ms. Von Tobel is widely quoted  as a personal finance expert and entrepreneur in publications including The New York Times, The Wall Street Journal, Bloomberg Businessweek, Forbes, and more. Love her or loath her, she is influencing the financial advisory space.

Andy Rothman, Matthews International Capital Management, LLC, on Demystifying China, and how it will impact the investment strategies you bring to your clients now and particularly, in the future.

Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!

Sessions: 
Location: 
Arizona Biltmore
2400 East Missouri Avenue
Phoenix, AZ 85016
United States
Phone: 
+1 (602) 955-6600