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NEWS
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IMCA and BusinessWeek Make Brighter Advisors
As a member, you should have received a cover-wrapped April 19 issue of BusinessWeek last week with a special message from IMCA. To download a PDF of the cover-wrap, visit IMCA’s Web site.

Wealthy Afraid of Health Care Costs, Retirement
Wealthy individuals may be more confident about the economy, but they're more concerned about being able to pay for health care and having enough to live on in retirement. Learn more.

An Element of Uncertainty in the Markets
Economic data continues to show that the recovery is proceeding stronger than most had expected. Learn more.

IMCA in the News
Catch up on recent IMCA media coverage in Dow Jones Newswires, Family Wealth Report, Financial Planning, InvestmentNews, Horsesmouth, RIABiz, and more. Click here to read the stories.

Leveraging Hidden Business in Your Book
There are probably a lot of additional assets, referrals, and revenues hidden in your existing book—but you won’t find them unless you first do a systematic segmentation analysis. Learn more. (Requires log-in to Horsesmouth.com. Click here to enroll in IMCA's free six-month trial.)


ALERTS
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LAST CHANCE TO REGISTER FOR LIVE AUDIO BROADCAST
Risk Management Strategies
Presented Thursday, April 22

Registration deadline for live broadcast is 4 PM ET, April 22
CE Credit: One hour
Presented by Gregory R. Friedman, Greycourt & Co

Following the failure of most traditionally-diversified portfolios to adequately protect capital during the market collapse of 2008, clients are asking how they might better prepare for the possibility of another such precipitous decline. Not surprisingly, commercial and investment banks have responded to this demand by rolling out a slew of new hedging vehicles and strategies. While some of these strategies are interesting, all are geared towards protecting against a repeat of 2008's sharp correction, which is unlikely to repeat itself anytime soon. This session will examine a few of these protection strategies and will discuss their likely efficacy under a range of possible market conditions. Click here for more information and to register.

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IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
CE Credit: 20+ hours, including one ethics hour

Plan to attend the event of the year for advanced investment and wealth management professionals. Click here to view the entire program and to register online. Conference highlights include:

FouseHow to Do Precisely the Right Thing
at All Possible Times

Daniel Gilbert, PhD, is a professor of psychology at Harvard University and is known for his research on affective forecasting, with special emphasis on cognitive biases. He also is the author of the award-winning, international bestseller Stumbling on Happiness. During his presentation, Dr. Gilbert will discuss studies in psychology, neuroscience, and behavioral economics that demonstrate the mistakes people make during economic and non-economic decision-making and why.

Charity Golf Tournament
IMCA is hosting a charity golf tournament at the Waldorf Astoria Golf Club at 8 AM on Sunday, May 16, in conjunction with the IMCA 2010 Annual Conference. The beneficiary, Give Kids The World, is a 70-acre, nonprofit resort in central Florida that creates magical memories for children with life-threatening illnesses and their families. Golfers can learn more on IMCA’s Web site.

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IMCA 2010 Advanced CIMA® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
Early-bird registration deadline is June 18!
CE Credit: Approximately 13.5 hours, including two ethics hours

Join the community of Certified Investment Management AnalystSM professionals at the fourth-annual workshop, held at The Inn at Penn, A Hilton Hotel, Philadelphia, PA. This conference is open only to CIMA certificants in good standing, and focuses on advanced investment strategies. During the conference, presenters like Eric T. Bradlow, PhD, Krishna Ramaswamy, PhD, Kent Smetters, PhD, Dafna Eylon, PhD, Franck Schuurmans, PhD, CAE, and Richard Marston, PhD, will present new research and reinforce the education delivered through the CIMA certification program. To view the conference at-a-glance and session descriptions, click here, or click here to register.

MY IMCA
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IMCA Offers Members Access to Roubini.com
IMCA is offering members a limited number of 2010 trial subscriptions to Roubini Global Economics’ Web site, Roubini.com. This Web site provides a uniquely-tailored look at the logic of the global economy, applying the methodology of its renowned founder, NYU economist Nouriel Roubini, PhD. The premium subscription provides you with access to a warehouse of information on the global economy in the form of critical issues and briefings, as well as regular analysis and strategy outlooks each month. Learn more about Roubini.com by downloading this brochure. IMCA will provide this limited member benefit on a first-come, first-served basis. To take advantage of this benefit, please e-mail info@imca.org with a note in the subject line that reads, “Roubini.com subscription”.

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A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA®/CIMC® or CPWA® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

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LinkedInLooking to Connect with Your Peers?
IMCA's LinkedIn group offers an online community to share best practices, discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 950 of your peers. To join click here.

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Need CE? Take the Quiz in Investments & Wealth Monitor
IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA®, CIMC®, and CPWA® IMCA-sponsored CE credit in each 2010 issue of Investments & Wealth Monitor. Visit IMCA's Web site to learn more.

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