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NEWS
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Non-Traded REITS will Waive Internalization Fees
If it catches on, it could be a plus for investors. Learn more.

Regional Brokers Boost Head Count by 2%
Meanwhile, every other adviser market—including RIAs—lost reps from end of 2Q 2009 through March. Learn more.

Reforms to Money Funds Don't Go Far Enough, Neuberger Executive Says
The reforms to money market funds that took effect last month aren't enough to address the problems associated with these investments. Learn more.

IMCA Celebrates 25 Years
This year marks IMCA’s 25th anniversary, and to commemorate the occasion, IMCA showcased a video and other media at the IMCA 2010 Annual Conference in Orlando. You can view the video, member benefits highlights, and “IMCA By the Numbers” presentations on IMCA’s YouTube page by clicking here.


ALERTS
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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 and CIMC 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. Don't delay—the discounted early-bird registration rate ends Friday, June 18! Click here for more information and to register.

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LIVE AUDIO BROADCAST NEXT WEEK
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.

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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.

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CPWA Designation Program Enrollment Now Open
Enrollment deadline is August 6, 2010!
The Certified Private Wealth AdvisorSM (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.

MY IMCA
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Thanks and Congratulations to Winning IMCA Members
Hundreds of you volunteered your time to complete the 2010 IMCA Membership Benefits Survey in April. The survey results will aid IMCA’s board, staff, and committees in developing and evaluating programs and resources to benefit IMCA’s members. Congratulations to Gregg Ballew, CIMA®, in Dallas, TX, Kevin Barry, CIMA®, in Winter Park, FL, and Nathan R. McCarthy in Montgomery, AL, for winning a one-year IMCA membership renewal. In addition, Trevor Sharp, CIMA®, in Bellevue, WA, successfully completed the “IMCA By the Numbers” quiz at the 2010 Annual Conference in Orlando and was the lucky winner of a free registration to the IMCA 2011 Annual Conference in Las Vegas. Thank you to all members for your continued support and participation.

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

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Need CE? Take the Quiz in Investments & Wealth Monitor
IMCA has published a continuing education (CE) quiz worth one hour of CIMA®, CIMC®, and CPWA® IMCA-sponsored CE credit in the May/June 2010 issue of Investments & Wealth Monitor. Visit IMCA's Web site to learn more and to purchase the quiz or any past quizzes.

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