LAST CHANCE FOR 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. Click here for more information and to register.
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IMCA 2009 Practice Management Conference
Conference Dates: December 6–8, 2009
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. The IMCA Practice Management Conference is traditionally held at a ski resort and offers a half-day window during the conference for attendees to enjoy the retreat-like setting or to “hit the slopes.” 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 Sponsors AICPA Personal Financial Planning Conference
Conference Dates: January 18–20, 2010
Early-bird registration deadline is December 3!
CE Credit: Up to 35.5 total hours, including 10 IMCA-sponsored hours
IMCA is partnering with the American Institute of Certified Public Accountants (AICPA) to power the investment management track at the upcoming AICPA Advanced Personal Financial Planning Conference in Lake Buena Vista, FL. This comprehensive program provides key updates, advanced strategies, best practices, and innovative ideas to meet the needs of your clients in an ever-changing environment. Session topics cover: how to build, grow, and structure a practice; how to expand your knowledge in niches such as retirement planning and wealth management; advice on advanced financial planning subjects; and updates on technical issues. AICPA is offering $200 off regular registration packages for IMCA members. Click here for more information.
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IMCA 2010 Specialty Conference—Asset Allocation
Conference Dates: February 22–23, 2010
Early-bird registration deadline is January 22!
CE Credit: 12.5 hours, including one ethics hour
You won’t want to miss this conference, held at The Fairmont Scottsdale, Scottsdale, AZ, where Justin Fox, 2009 Financial Times nominee for best business book, The Myth of the Rational Investor, documents the history of the efficient markets that led many to their doom in the latest crisis. Hear real-world perspective from James J. Dunn, chief investment officer at Wake Forest University on whether or not the critique of the endowment model holds merit. Find out what Mark Taborsky, executive vice president of asset allocation at PIMCO, thinks about the economic recovery leading to a new normal of de-risking, de-leveraging, re-regulation, and ultimately to reduced GDP expectations. Learn from Dr. F. John Mathis, director of Global Financial Services Center and professor of global banking and finance at the Thunderbird School of Global Management. Additional sessions focus on sustainable investing, allocating to Asia, asset dedication and asset management liability, real estate and REIT investing, endowment models, and more. 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
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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