IMCA’s 2012 New York Consultants Conference will be held at the New York Marriott Marquis, New York, NY. The registration counter opens Sunday January 29. The conference commences on Monday January 30 and ends Tuesday January 31. Click here to download the comprehensive program.
Monday, January 30
7 AM–6:30 PM
Registration/Information Desk Open
7–8 AM
Breakfast with Exhibitors
8–8:15 AM
Welcome and Opening Remarks
8:15–9:30 AM
General Session
Geo-Politics and Global Business in the New Decade
Marvin Zonis, PhD, University of Chicago Booth School of Business
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
9:30–10 AM
Break with Exhibitors
10–11 AM
General Session
Strategists Panel
Milton Ezrati, Lord Abbett & Co.
Jonathan Golub, CFA®, UBS
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
11:10 AM–12 PM
Educational Workshops (running concurrently)
Global Macro Outlook and Real Asset Allocation
John Brynjolfsson, CFA® Armored Wolf
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
Five Truths Investors Need to Know
David Gluch, CFA®, Invesco
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
12–1 PM
Conference Luncheon
1–1:50 PM
Educational Workshops (running concurrently)
A Non-Normal World: Rethinking Diversification, Risk, Asset Allocation,
and Modern Portfolio Theory
Tom Izdorek, MBA, CFA®, Morningstar
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
Emerging Markets: Development, Global Market Implications,
and Investment Opportunities
Brett Gallagher, MBA, Artio Global Management LLC
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
2–2:50 PM
Educational Workshops (running concurrently)
Making Sense of Today’s Municipal Market
Peter Hayes, BlackRock
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
Panel Discussion—Working with Women
Susan Hirshman, MBA, CFA®, CFP®, CPA
Alyssa Moeder, CFP®, Merrill Lynch
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
2:50–3:10 PM
Break with Exhibitors
3:10–4 PM
Educational Workshops (running concurrently)
Understanding Multi-Strategy Alternatives
Ronen Israel, AQR Capital Management
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
Institutional RFPs and Finals: Preparation and Execution
William Craig Dobbs, Graystone Consulting
Patrick Schussman, CIMA®, CFA®, Graystone Consulting
This session is IMCA-approved for 1 CE credit hour.
4:10–5:10 PM
General Session
Finding Investment Opportunities in a Climate of Fear
Paul Quinsee, JP Morgan Asset Management
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
5:10–6:30 PM
Reception with Exhibitors
Tuesday, January 31
7 AM–12:20 PM
Registration/Information Desk Open
7–8 AM
Breakfast with Exhibitors
8–9:15 AM
General Session
Keynes vs. Hayek: What Government Can and Cannot Do to Repair the Economy
Jared Bernstein, PhD, Center on Budget and Policy Priorities
Russell Roberts, PhD, George Mason University
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
9:15–10:15 AM
General Session
Decade of Debt
Carmen Reinhart, PhD, Peterson Institute for International Economics
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
10:15–10:30 AM
Break with Exhibitors
10:30–11:30 AM
General Session
Asset Allocation Success in a Diminished Return, Volatile Market
Burt White, LPL Financial
This session is IMCA-approved for 1 CE credit hour.
This session is CFP-approved for 1 CE credit hour.
11:30 AM–12:20 PM
General Session
Ethical Decision Making in Business
Nicholas Rongione, PhD, Villanova University
This session is IMCA-approved for 1 ethics CE credit hour.
12:20 PM
Conference Adjourns

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