Valliere, Golub, Slott to Headline IMCA Conference Next Month

Issue date: 
Tuesday, August 23, 2016

IMCA 2016 Private Wealth Advisor Conference to deliver new thinking on advising high-net-worth clients

Valliere, Golub, Slott to Headline IMCA Conference Next Month
IMCA 2016 Private Wealth Advisor Conference to deliver new thinking on advising high-net-worth clients

Denver—August 23, 2016—IMCA® announced today that it has finalized the speaker lineup for the IMCA 2016 Private Wealth Advisor Conference in Chicago, September 29–30. The conference features a deep dive on wide-ranging wealth management topics, including tax planning, making a charitable impact, the upcoming presidential election, global allocation in a post-Brexit world, advanced estate-planning strategies, and managing sequence-of-return risk. Speakers include:

  • Vikram Mansharamani, business ethics professor at Yale University and president of Kelan Advisors.
  • Nicholas Epley, the John T. Keller Professor of behavioral science at the University of Chicago Booth School of Business.
  • Gregory Valliere, Washington insider and chief political strategist at Horizon Investments
  • Ron Cordes, executive co-chairman of AssetMark and founder of the Cordes Foundation
  • Jonathan Golub, CFA®, chief U.S. market strategist, research division, RBC Capital Markets, LLC
  • Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Pinnacle Advisory Group
  • Ed Slott, CPA, founder of Ed Slott and Company LLC, named “The Best” source for IRA advice by the Wall Street Journal

Click here for more information about the conference. Advisors may save $100 by registering before September 2, 2016. Journalists interested in covering the conference should contact Ryan Hoffman, Communications Director. P: 303.850.3079. E-mail: rhoffman@imca.org. Twitter: @IMCA.