IMCA IN THE NEWS—the IMCA 2010 Annual Conference resulted in numerous news stories. To read the full stories, click the titles below:

IMCA Honors Five Investment Management Consulting Professionals
Peter Bernstein receives award posthumously.
By Michael S. Fischer, Investment Advisor, May 21, 2010

Faces at the IMCA Annual Conference
IMCA held its annual conference from May 17 to 19 in Orlando, Florida giving vendors, sponsors, financial advisors and wealth management professionals a place to network, attend workshops and stay up-to-date on the industry.
Financial Planning, May 20, 2010

Money Balled Up U.S. Financial System, Says Michael Lewis
Best-selling author claims lavish compensation rewarded bankers for the wrong things; ‘find the idiot'.
By Jeff Benjamin, InvestmentNews, May 18, 2010

Stiglitz to IMCA Crowd: Hunker Down for Painful Recovery
No froth in this economist's speech. He sees governments-in-a-box and political instability.
By Elizabeth MacBride, RIABiz, May 18, 2010

Pent-Up Demand will Revive Down Economy, Says JPMorgan's Kelly
Consumers poised to start spending on cars, houses again; ‘the bigger the recession, the bigger the bounce'.
By Jeff Benjamin, InvestmentNews, May 18, 2010

More Focus on Post-Retirement Planning Needed
Guiding clients to retirement is only the beginning: Advisers’ real work is to help retirees through their non-working years.
By Jeff Benjamin, InvestmentNews, May 18, 2010

LIVE AUDIO BROADCAST
Economic and Investment Outlook (Part II)
Presented Thursday, June 17
Registration deadline for live broadcast is 4 PM ET, June 17
CE Credit: One hour
Presented by Milton Ezrati, Lord Abbett & Co LLC

As a follow-up to Mr. Ezrati’s popular audio broadcast in December 2009, this session will review economic and market trends of the first half of 2010, assess the likelihoods of trends going forward, and address any needs for potential policy shifts. Click here for more information and to register.

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 Analyst^SM 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, 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. Click here for more information and to register.

LIVE AUDIO BROADCAST
The Next Shoe to Drop: The Commercial Real Estate Recovery
Presented Thursday, July 15
Registration deadline for live broadcast is 4 PM ET, July 15
CE Credit: One hour
Presented by Terrance R. Ober, Cohen & Steers Capital Management

The popular press continues to report that “commercial real estate is the next shoe to drop,” yet listed global real estate stocks have rebounded from their market lows and, we believe, still have a ways to go. The supply and demand picture is favorable, liquidity is growing, and the price recovery is well underway. Dividends are growing again. Attendees will gain an understanding of and appreciation for the real estate investment trust asset class and the role REITs can play in a well-diversified portfolio.Click here for more information and to register.

CPWA Designation Program Enrollment Now Open
Enrollment deadline is August 6, 2010!
The Certified Private Wealth Advisor^SM (CPWA^®) designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Pre-study commences in September 2010, and the in-class program will be held March 14–18, 2011, at The University of Chicago Booth School of Business. Read what your peers have said about the program; click here for program information or to download the application.

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. 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”.

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.

Looking 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 1,000 of your peers. To join click here.

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.