NEARING CAPACITY—REGISTER TODAY!
IMCA 2009 Advanced Wealth Management Conference
Conference Dates: November 9–10, 2009
CE Credit: 13 hours, including one ethics hour
This conference, held at the Renaissance Chicago Hotel, in Chicago, IL, features keynote addresses by Tobias J. Moskowitz, PhD, The University of Chicago Booth School of Business; Randall S. Kroszner, PhD, MA, The University of Chicago Booth School of Business and former Federal Reserve Governor; and Natalie B. Choate, JD, author and well-known expert in the area of estate planning and retirement benefits. Additional sessions focus on estate planning strategies, serving high-net-worth families, hedge fund replication, asset protection techniques, grantor retained annuity trusts, life insurance trusts, and others. Click here for more information and to register.
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IMCA 2009 Practice Management Conference
Conference Dates: December 6–8, 2009
Early-bird registration deadline is November 6!
CE Credit: 13 hours, including one ethics hour
This conference, held at The Canyons Grand Summit Resort in Park City, UT, features keynote addresses by Duncan McPherson, well-known industry author; Norman Inkster, recognized expert in national and international law enforcement and forensic investigations; Ken Haman, widely recognized strategist and performance coach, and others. Additional sessions focus on succession planning, outsourcing, optimum service models, practice transitions, and maximizing productivity. Click here for more information and to register.
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IMCA 2010 New York Consultants Conference
Conference Dates: January 11–12, 2010
Early-bird registration deadline is December 11!
CE Credit: 12.5 hours, including one ethics hour
This conference, held at the Grand Hyatt New York, features keynote addresses by Doug Beck, chief strategy officer of Charles Schwab; Larry Fink, chairman and CEO of BlackRock; MIT professor Andrew W. Lo, a leading authority on hedge funds; Barry Ritholtz, editor of The Big Picture Blog and author of the popular book, Bailout Nation; and Nouriel Roubini, PhD, Leonard N. Stern School of Business, New York University, and chairman of Roubini Global Economics. Click here for more information and to register.
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IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hours
This conference, held at the brand new Hilton Orlando Bonnet Creek and Waldorf Astoria in Orlando, FL, offers an unparalleled opportunity to network, attend first-class workshops, attain continuing education credits, and more. Plan to attend the event of the year for advanced investment and wealth management professionals, featuring keynote presentations from Erin Arvedlund, financial writer and author; William L. Fouse, MBA, co-founder and chairman emeritus of Mellon Capital; Harvard Divinity School professor Peter J. Gomes; Michael Lewis, financial journalist and author; Joseph Stiglitz, PhD, Columbia University professor; Marvin Zonis, PhD, economist and professor at The University of Chicago Booth School of Business; and many more. Click here for more information and to register.
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LIVE AUDIO BROADCAST
Red Flags: Knowing When Clients Need Help from Outside Professionals
Presented Thursday, November 19, 2009, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, November 19
CE Credit: One hour
Presented by Fredda Herz Brown, PhD, and Sam Davis III, MBA, MTS, Relative Solutions
When dealing with financial matters, investment professionals often are confronted with emotional matters that affect both the timeliness and saliency of client decision making. It is sometimes difficult for advisors to determine which issues they can deal with comfortably on their own and which require the assistance of other professionals. This session will focus on understanding some of the emotional forces which impact client behaviors and their relationship with their advisors. Positive steps that advisors might take will be offered as well as suggestions of the types of non-investment professionals who might assist. Also, the session will offer suggestions of how advisors might better-react to the stresses of uncertain financial times and better-understand client responses. Click here for more information and to register.
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LIVE AUDIO BROADCAST
Economic and Investment Outlook
Presented Thursday, December 17, 2009, 4:15 PM ET
Registration deadline for live broadcast is 4 PM ET, December 17
CE Credit: One hour
Presented by Milton Ezrati, Lord Abbett & Co LLC
Though no one can see the future, sophisticated analysis can assess probabilities and use them to dismiss unreasonable hopes and fears as well as to circumscribe the likelihoods. This session will: characterize the markets' current macro expectations; assess the macro likelihoods; and set a macro-based investment strategy on this basis. Click here for more information and to register.
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