IMCA 2016 Investment Consultants Conference

Date:
February 1 2016 to February 2 2016
Location:
Sheraton New York Times Square Hotel
811 7th Ave at 52nd Street
New York, NY 10019
United States
Phone:
+1 (212) 581-1000

The IMCA 2016 Investment Consultants Conference will be held February 1–2 in the heart of New York at the Sheraton New York Times Square Hotel. The industry's top investment advisors, consultants and wealth management professionals have long been drawn to this marquee event. The 2016 conference features an unmatched lineup of investment strategists and thought leaders, including:

Ian Bremmer, PhD, is president and CEO of Eurasia Group, a best-selling author of nine books, and foreign affairs columnist and editor-at-large for Time magazine as well as a regular columnist for Reuters and the Financial Times “A-List”.

 

 

 

 

Andrew Friedman is a political affairs expert who is known for accurately predicting outcomes of Washington tax and fiscal deliberations and providing advisors and investors with strategies to consider in light of changing political landscape.

 

 

 

 

Jonathan Haidt, PhD, is professor of ethical leadership at New York University-Stern School of Business and author of more than 90 academic articles and two books including the New York Times best-seller The Righteous Mind: Why Good People are Divided by Politics and Religion.

 

 

 

Bank of America Merrill Lynch

Mary Ann Bartels is the chief investment officer (CIO) of portfolio solutions within the office of the CIO for Bank of America Merrill Lynch’s Investment Management and Guidance (IMG) division. Additionally, she leads marketing and communications for the content platform, product launches, and publications. Ms. Bartels is also responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm’s financial advisors and clients. She heads the U.S. technical and market analysis department at Bank of America Merrill Lynch Global Research, bringing more than 25 years of investment experience to this role. During her 17 years at the firm, Ms. Bartels’ name has become synonymous with high-quality portfolio strategy and research, earning her the respect of clients and peers in the industry. Ms. Bartels was voted to the Institutional Investor All-American Research team. She appears on CNBC and Bloomberg and is often quoted in various publications including the Wall Street Journal, the Financial Times, and Barron’s. She serves on several advisory boards, including that of her alma mater Fordham University. She earned a BS and MA in economics from Fordham University.

Ian Bremmer is president and founder of Eurasia Group, which provides analysis and expertise on how political developments and national security dynamics move markets and shape investments across the globe. Mr. Bremmer is credited with bringing the craft of political risk to financial markets—he created Wall Street's first global political risk index (GPRI)—and for establishing political risk as an academic discipline. He is a prolific thought leader and author, regularly expressing his views on political issues in public speeches, television appearances, and top publications, including Time, where he is the foreign affairs columnist and editor-at-large. He has published nine books including the national bestsellers Every Nation for Itself: Winners and Losers in a G-Zero World and The End of the Free Market: Who Wins the War Between States and Corporations? His latest book, Three Choices for America's Role in the World, was released in May 2015. He is a regular columnist for Reuters and the Financial Times “A-List,” and has written hundreds of articles for many leading publications. He appears regularly on CNBC, Fox, Bloomberg, CNN, the BBC, and other networks. In 2007, Mr. Bremmer was named a Young Global Leader of the World Economic Forum, where he is the founding chairman of the Global Agenda Council on Geopolitical Risk. Mr. Bremmer earned a PhD in political science from Stanford University.

Cantor Fitzgerald

Reginald Browne is a senior managing director at Cantor Fitzgerald, a privately held investment bank partnership he joined along with his longtime partners, Darren Taube and Eric Lichtenstein. Mr. Browne and his partners oversee a 27-person team that has served as a lead market maker for exchange-traded funds (ETFs) listed on the New York Stock Exchange and the NASDAQ. The Cantor Fitzgerald ETF group has been ranked repeatedly by industry trade publications as one of the leading ETF specialist teams in the United States. Previously, Mr. Browne was managing director/co-global head of the ETF Group at Knight Capital Group. Before that, he was a senior vice president and co-head of the ETF Group at Newedge USA, a division of Société Générale and Credit Agricole CIB. He also worked at Susquehanna International and O’Connor and Associates, a predecessor firm of UBS. Mr. Browne oversees a large institutional ETF trading group, with operations in the Americas, Europe, and Asia. He has been at the forefront of the ETF market for nearly 20 years, having played an instrumental role providing the liquidity for ETFs on the American Stock Exchange in the early 1990s. He also was instrumental providing liquidity to successfully grow the ETF markets in Chile, Peru, and Mexico. His views are routinely cited in major business publications, and he frequently speaks at leading industry conferences. Underscoring his global influence, Forbes magazine dubbed him “The Godfather of ETFs.” He earned a BA in business administration from La Salle University, where he currently serves as a trustee.

Political affairs expert Andrew (Andy) Friedman speaks frequently on political and legislative developments and their effect on government tax, fiscal, and retirement policies; he is known for accurately predicting outcomes of Washington tax and fiscal deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape. Mr. Friedman appears on CNBC, which refers to him as “Wall Street’s Tax Expert” and calls him “one of Washington’s savviest political observers.” An expert on political affairs, Mr. Friedman has been profiled in the Washington Post and Research Magazine, and is quoted extensively in publications ranging from the Wall Street Journal to USA Today. He has also appeared on the Larry Kudlow Show, P.O.T.U.S radio, Fox Business Channel, and CNBC. He is included in Best Lawyers in America and Chambers’ America’s Leading Lawyers for Business. Mr. Friedman earned a bachelor’s degree as valedictorian from Trinity College in Hartford, Connecticut, and a JD from the Harvard Law School.

Jonathan Haidt is a professor of ethical leadership at New York University-Stern School of Business. He is a social psychologist who is widely considered to be one of the world’s leading experts on the psychology of morality. His early research radically transformed the field, pulling it away from its earlier focus on moral reasoning. In his latest work, he is applying his research on moral psychology to the study of business ethics and developing tools and techniques that leaders can use to improve the ethical functioning, trust, and profitability of their companies. Professor Haidt won three teaching awards from the University of Virginia, and one from the governor of Virginia. His three TED talks have been viewed more than 3-million times, and he has presented his work at the World Economic Forum, the Aspen Ideas Festival, the British Academy, and the Royal Society for the Encouragement of Arts. Foreign Policy magazine named him a “Top 100 Global Thinker” in 2012, and Prospect magazine named him one of the 65 “World Thinkers of 2013.” He is the author of more than 90 academic articles and two books, including the New York Times best seller The Righteous Mind: Why Good People are Divided by Politics and Religion. Professor Haidt earned a BA in psychology from Yale University, and MA and PhD degrees in psychology from the University of Pennsylvania.

 

Caplin & Drysdale

Beth Shapiro Kaufman is president of Caplin & Drysdale's Washington, DC office. At Caplin & Drysdale, Ms. Kaufman assists wealthy individuals with estate planning and advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. She is frequently retained by counsel to assist in estate and gift tax audits, to advocate a taxpayer's position before the Internal Revenue Service, or to seek a private letter ruling. Ms. Kaufman rejoined the firm's Private Client Group in 2001 after working for more than six years in the U.S. Department of the Treasury’s Office of Tax Policy. While with the government, Ms. Kaufman was the primary Treasury representative involved in the legislative and regulatory developments affecting the taxation of trusts and estates. Her legislative projects included the Taxpayer Relief Act of 1997 and the Economic Growth and Tax Relief Reconciliation Act of 2001. Her regulatory projects included regulations on qualified domestic trusts, generation-skipping transfer tax, charitable remainder trusts, charitable lead trusts, adequate disclosure for gift-tax purposes, separate share, definition of foreign and domestic trusts, and valuation tables. Serving first as attorney advisor and then as associate tax legislative counsel, Ms. Kaufman had principal responsibility for all tax policy matters affecting trusts and estates, and has continued her focus in these areas in private practice. She earned a BA from Pomona College and a JD from Harvard Law School.

State Street Global Advisors

David LaValle is the U.S. head of SPDR ETF Capital Markets at State Street Global Advisors. In this role, he is responsible for sales and client relationships with SPDR ETF primary and secondary market participants in the United States, which include authorized participants, electronic market makers, broker–dealers, proprietary trading desks, stock exchanges, and alternative trading systems. Previously,  he was the head of NASDAQ’s Exchange-Traded Product (ETP) Marketplace, where he was responsible for the strategy and business development of the ETP business. His primary focus was market structure innovation, liquidity programming, market-maker order flow provider, and issuer relationship management. Before that, Mr. LaValle was a managing partner at Kellogg Group, where he managed equity trading desks on the American Stock Exchange and New York Stock Exchange. Mr. LaValle earned a BA from Georgetown University; he serves on the Security Traders Association of New York (STANY) Board.

Morgan Stanley Wealth Management

Jonathan Mackay is a senior markets strategist for Morgan Stanley Wealth Management, where he is currently responsible for customizing models and solutions for various client segments. Mr. Mackay focuses on taxable fixed income, where his specialty is credit strategy. In this role, he works closely with economists and other fixed-income strategists from both Morgan Stanley and Citigroup to formulate and communicate investment-strategy ideas, fixed-income asset allocations, and portfolio recommendations for clients. Previously, he worked at Citigroup as a high-yield and high-grade corporate credit, emerging markets, and sovereign strategist. He began his career as an associate at Emerging Markets Securities LLC, where he worked on the creation of structured trade credit transactions. Mr. Mackay has appeared on Bloomberg TV, Reuters TV, and has been quoted by the Wall Street Journal, Bloomberg News, the Financial Times, and Barron’s. He authors a monthly publication called The Credit Report, and contributes to reports such as On the Markets and GIC Weekly. He represents the Global Investment Committee on advisors and clients. Mr. Mackay earned a BA from Brown University.

Booz Allen Hamilton

Mike McConnell is senior executive advisor and former vice chairman of Booz Allen Hamilton, where he serves on the leadership team and leads Booz Allen’s rapidly expanding cyber business. After retiring from the Navy in 1996 as a vice admiral, Mr. McConnell joined Booz Allen, and led the development of the firm’s information assurance business and intelligence business focused on policy, transformation, homeland security, and intelligence analytics, rising to the position of senior vice president. Upon being asked by President George W. Bush in 2007 to become the second director of National Intelligence, he served for two years under Presidents Bush and Obama. As the Director of National Intelligence, he managed the expansive National Intelligence Community—an organization of more than 100,000 people, and an annual global enterprise budget of more than $47 billion—and had extensive interactions with the White House, the President’s Cabinet, Congress, international leaders, and the U.S. business community. In 2009, he returned to Booz Allen as an executive vice president to lead the firm’s intelligence business; in 2011, he was elevated to vice chairman. In addition to having been awarded many of the nation's highest military awards for meritorious service, Mr. McConnell has twice received the nation's highest award for service in the Intelligence Community, once by President Bill Clinton and once by President George W. Bush. He also has served as chairman and chief executive officer of the Intelligence and National Security Alliance (INSA). He is the 2011 recipient of INSA’s William Oliver Baker Award, which is awarded annually for sustained and excellent service in intelligence and national security. Mr. McConnell earned a BA in economics from Furman University and an MPA from George Washington University. He is a graduate of the National Defense University (Global Telecom) and the National Defense Intelligence College (Strategic Intelligence).

Bethany McLean joined Fortune Magazine in 1995 as a reporter, and eventually became an editor-at-large. Her 2001 piece, "Is Enron Overpriced?" was one of the first skeptical articles about Enron. After the company collapsed into bankruptcy, she co-authored, The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron, with her Fortune Magazine colleague, Peter Elkind. A documentary based on the book was nominated for an Academy Award in 2006. In 2008, Ms. McLean joined Vanity Fair as a contributing editor, at which time she also co-authored, All the Devils are Here: The Hidden History of the Financial Crisis, with New York Times columnist, Joe Nocera. She is also a columnist for Reuters and a contributor to CNBC. Ms. McLean’s new book, Shaky Ground: The Strange Saga of the U.S. Mortgage Giants, will be released in September 2016. She earned a BA in English and math from Williams College.

 

Unison, LLC

Robert Powell is president and founder of Unison, LLC, a financial education, communications, and consulting firm. He is the executive producer of PBS’ More Than Money and a consultant to the Financial Planning Association and Major League Investments. He is the former managing director of Acadient, Inc. in Boston and is the current editor of “Retirement Weekly,” MarketWatch’s online newsletter. With more than 20 years of experience in the financial services industry, Mr. Powell has made a career of providing solid, practical financial advice to personal and professional investors alike. He is MarketWatch’s resident retirement expert and reports regularly on financial issues facing the aging boomer generation. In “Retirement Weekly,” each week he offers his readers a wealth of practical advice and how-to information on the financial, lifestyle, and healthcare issues of retirement, including such topics as: saving for retirement without changing today’s lifestyle, building the best portfolio for long-term income, making sure you don’t outlive your income, and preparing for predictable—and unpredictable—life events. His work has appeared in the Wall Street Journal, the Financial Times, and Your Money. He is the coauthor (with David Caruso) of Decoding Wall Street, a primer for do-it-yourself. He earned a BA from Marquette University and an MA in journalism from Boston University.

Matthews Asia

Andy Rothman is an investment strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Mr. Rothman plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Previously, he spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Before that, Mr. Rothman spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Mr. Rothman has lived and worked in China for more than 20 years and is a proficient Mandarin speaker. He earned a BA from Colgate University and an MA in public administration from the Lyndon B. Johnson School of Public Affairs.

 

Raymond James

Jeffrey Saut is chief investment strategist and managing director of equity research for Raymond James and provides timely and insightful market commentary to Raymond James financial advisors, their clients, portfolio managers, and institutional clients through daily strategy calls and weekly written commentary. He generally advocates attempting to maximize capital appreciation while limiting risk to principal. This philosophy is founded on the belief that risk/reward opportunities exist throughout all market cycles. A disciple of the markets for more than 40 years, Mr. Saut was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Before that, he was managing director of equity capital markets for Sterne, Agee & Leach, where his responsibilities included equity research, investment banking, institutional sales, and syndicate. Mr. Saut is well known for his insightful and colorful commentary regarding the stock market and makes regular appearances on Wall Street Week, CNBC, Bloomberg TV, USA Networks, Fox TV, NPR, and many local radio and TV networks. He is also quoted often in the Wall Street Journal, New York Times, Barron's, Washington Post, Business Week, U.S. News &World Report, Fortune, and SmartMoney, as well as on websites such as MSNBC and TheStreet.com.

PIMCO

Marc Seidner is chief information officer of non-traditional strategies, a managing director, and head of portfolio management in PIMCO’s New York office. He is also a generalist portfolio manager and a member of the Investment Committee. He rejoined PIMCO in November 2014 after serving as head of fixed income at GMO LLC, and previously he was a PIMCO managing director, generalist portfolio manager, and member of the Investment Committee until January 2014. Before joining PIMCO in 2009, he was a managing director and domestic fixed-income portfolio manager at Harvard Management Company. Previously, he was director of active core strategies at Standish Mellon Asset Management and a senior portfolio manager at Fidelity Management and Research. He earned a BA in economics from Boston College.

DoubleLine

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.

 

Pension Resource Institute (PRI)

Bonnie Treichel is a shareholder in the Retirement Law Group, PC, a law firm that provides counsel on ERISA and investment-related matters. She is also the vice president of product development for the Pension Resource Institute (PRI), providing strategic consulting, education, and technology-based solutions for retirement-plan service providers and plan sponsors. Previously, Ms. Treichel was an associate with Edgerton and Weaver, where her practice was dedicated to civil litigation for financial services clients, both brokerage firms and individuals, in matters before state and federal courts, the Financial Industry Regulatory Authority, the Securities and Exchange Commission, and other regulatory bodies. She earned a BA in political science with honors from Truman State University and a JD with honors from Pepperdine University School of Law, where she earned a certificate from the Palmer Center for Entrepreneurship and the Law.

Stephen Weiner is a coach, consultant, trainer, and licensed psychologist in private practice in Yardley, Pennsylvania. He started his professional career as a child and family psychologist. After 10 years of clinical private practice, he transitioned to corporate America and became the first clinical psychologist ever hired by Merrill Lynch, which gave him the opportunity to blend his clinical skills with business and coaching skills for sales professionals and entrepreneurs. After a 20-year career at Merrill Lynch, Mr. Weiner re-entered private practice and works with an array of companies, including Bank of America/Merrill Lynch, UBS, Janney Montgomery Scott, Met Life, Farmers Insurance, Invesco, The Gap, and Gibraltar Private Bank and Trust. He prefers to dispense practical and tactical advice to his clients so that they can use solutions that work immediately back in their teams, groups, or organizations. He earned a PhD in psychology and an MBA from the University of Denver.

Leonard N. Stern School of Business, New York University

Robert Whitelaw is the Edward C. Johnson 3d Professor of Entrepreneurial Finance at the Leonard N. Stern School of Business, New York University. He teaches portfolio management, investments/capital markets, and international finance in the MBA, undergraduate, and executive programs, and asset pricing at the doctoral level. Professor Whitelaw is best known for his comprehensive research on empirical asset pricing, including the resolution of the market-level risk-return puzzle, the role of information processing in explaining excess volatility, and the impact of frictions in generating apparent market inefficiency. His research also addresses the pricing and hedging of fixed-income securities, and risk measurement and management. In addition, he is increasingly recognized for his developing expertise on China's evolving financial system. His papers have been published in academic journals such as the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies, as well as practitioner journals such as the Journal of Derivatives, the Journal of Fixed Income, Risk, and the Financial Analysts Journal. His research has received awards from organizations including Goldman Sachs Asset Management and the Chicago Quantitative Alliance. In addition, he is a research associate at the National Bureau of Economic Research (NBER), Program on Asset Pricing, and a past associate editor of the Review of Financial Studies and the Journal of Finance. His work on, The Real Value of China's Stock Market, has been presented at venues including the NBER, the People's Bank of China, the China Securities Regulatory Commission, and the Shanghai and Shenzhen Stock Exchanges. Professor Whitelaw earned a BS in mathematics from MIT and a PhD in finance from Stanford University.

Ironwood Capital Management Corporation

Benjamin Zack is a partner and managing director of Ironwood Capital Management Corporation, and is a member of the firm's Investment and Risk Committee and Leadership Committee. Previously, Mr. Zack worked in the Health Care Investment Banking Group of Deutsche Banc Alex. Brown Inc. where he helped advise life sciences and medical technology clients on a wide variety of strategic and financial alternatives including mergers and acquisitions, equity and debt issuances, and restructurings. Mr. Zack earned a BBA in finance from the University of Texas at Austin and an MBA in finance from The Wharton School, University of Pennsylvania.

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

IMCA no longer has rooms available at the discounted rate. If you are still in need of overnight accommodations, please contact the Sheration New York Times Square Hotel directly.

Location/Distance/Parking
The Sheraton New York Times Square Hotel is located at 811 7th Avenue 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 located 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 the airport, the hotel recommends using SuperShuttle. Make your reservation online now or call 1.800.258.3826 to reserve or obtain more information.

The Sheraton New York Times Square Hotel provides valet parking for $55/day. There is a $15 surcharge for SUVs and other large vehicles. View a map of the hotel’s location.

 

 

Registration Fees

Early-Bird1

By January 8, 2016

After January 8, 2016

 

IMCA Members

$795

$895

Register

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 postmarked by January 8, 2016, to be eligible for the early-bird rate.
2Special offer—Renewals and reactivations 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 $50 cancellation fee will be refunded for cancellations postmarked or faxed by January 15, 2016. A 30-percent cancellation fee will be applied for cancellations received between January 16 and January 24, 2016. No refunds will be granted for cancellations received after January 24, 2016, or for nonattendance.

To print a receipt of this purchase, log in to your “My IMCA” account now. If you have any questions or concerns, call us at 303.770.3377.
 

 

Continuing Education (CE) 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 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—We anticipate that this program will be accepted by IMCA for twelve (12) hours of continuing education (CE) credit, including one (1) hour of ethics CE.  IMCA will report your attendance at the event directly to IMCA’s certification department. Program subject to change, which may affect the type and total number of hours delivered.

CFP® Certification—This program has been submitted to the CFP Board for review. Please check the CFP Board website for an update on accepted sessions. 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 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 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 sponsors and exhibitors for their support of the IMCA 2016 Investment Consultants Conference:

Company

Sponsor Level

Website

AB

Bronze Partner

www.abglobal.com

Aberdeen Asset Management

Bronze Partner

aberdeen-asset.us

Arrow Funds

Bronze Partner

www.arrowfunds.com

Charles Schwab

Silver Partner www.advisorservices.schwab.com

Deutsche Asset Management

Bronze Partner

www.deutsche.etf.com

Diamond Hill Capital Management

Bronze Partner

www.diamond-hill.com

Doubleline Capital

Sponsor

ww.doubleline.com

Fidelity Investments

Silver Partner

https://fiws.fidelity.com

Index IQ by Mainstay Investments

Bronze Partner www.iqetfs.com

Invesco Powershares

Gold Partner www.powershares.com

Matthews Asia

Bronze Partner

www.matthewsasia.com

Nationwide

Platinum Partner

www.nationwidefinancial.com

Nuveen Investments

Bronze Partner

www.nuveen.com

Pioneer Investments

Platinum Partner www.pioneerinvestments.com

Raymond James Investment
Advisors Division

Gold Partner

www.rjiad.com

Select Sector  SPDRs

Bronze Partner

www.sectorspdr.com

Smead Capital Management

Silver Partner www.smeadcap.com
TD Ameritrade Institutional Platinum Partner tdainstitutional.com

Thornburg Investment Management

Platinum Partner

www.thornburg.com

US Commodity Funds

Bronze Partner

www.unitedstatescommodityfunds.com

Vanguard

Exhibitor

www.vanguard.com

Wells Fargo Advisors Financial Network

Gold Partner

www.wfafinet.com

William Blair

Sponsor www.williamblairfunds.com

Thank you to our 2016 Investment Consultants Conference Sponsor William Blair and Doubleline Capital.

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

Date: 
Monday, February 1, 2016 to Tuesday, February 2, 2016

The IMCA 2016 Investment Consultants Conference will be held February 1–2 in the heart of New York at the Sheraton New York Times Square Hotel. The industry's top investment advisors, consultants and wealth management professionals have long been drawn to this marquee event. The 2016 conference features an unmatched lineup of investment strategists and thought leaders, including:

Ian Bremmer, PhD, is president and CEO of Eurasia Group, a best-selling author of nine books, and foreign affairs columnist and editor-at-large for Time magazine as well as a regular columnist for Reuters and the Financial Times “A-List”.

 

 

 

 

Andrew Friedman is a political affairs expert who is known for accurately predicting outcomes of Washington tax and fiscal deliberations and providing advisors and investors with strategies to consider in light of changing political landscape.

 

 

 

 

Jonathan Haidt, PhD, is professor of ethical leadership at New York University-Stern School of Business and author of more than 90 academic articles and two books including the New York Times best-seller The Righteous Mind: Why Good People are Divided by Politics and Religion.

 

 

 

Sessions: 
Location: 
Sheraton New York Times Square Hotel
811 7th Ave at 52nd Street
New York, NY 10019
United States
Phone: 
+1 (212) 581-1000

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