ACE Academy 2023

The Exceptional Advisor
SAN DIEGO, CA | APRIL 30-MAY 3, 2023



ACE Academy is the Investment & Wealth Institute's flagship annual conference and the largest association-based event in the industry. 


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ACE Academy is the gathering place for the world's top advisors. Join 1,200+ prestigious professionals, as they assemble over 3.5 days while earning up to 20 premier CE hours.

ACE Academy is the educational epicenter of new ideas and disruption. Where we assemble the brightest, most successful and insightful industry thought-leaders, in San Diego, a city known for innovation, economic growth and forward-thinking ideas. 


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Conference Agenda

Attendees will have access to the most relevant knowledge, insights and tools required to best serve their clients and distinguish their expertise in a global, and highly competitive marketplace.

1:30–6:00 p.m.
Registration/Information Desk Open 

3:00–5:30 p.m.
Pre-Conference Workshop (3 CE)

Not Just About Your Portfolios: Opportunities and Challenges in Private Markets

Danielle Singer, CFA®, Head of North America Client Solutions, Invesco

Tim Wilkinson, CFS, CMFC, CIMA®, Executive Consultant, Invesco

Brett Van Bortel, Senior Director Consulting Development and Delivery, Invesco

Sponsored by



3:00–5:30 p.m.
Pre-Conference Workshop (3 CE)

Building a Profitable + Purpose-Driven Business

Dan Wanous, Business Development Officer, Thrivent Advisor Network

Carolyn Armitage, CIMA®, CFP®, President, Thrivent Advisor Network

Sponsored by

TAN - ACE 2023

5:30–7:00 p.m.
Foundation Reception - for VIP & International Attendees (Invitation Only)

7:00 a.m.–6:00 p.m.
Registration/Information Desk Open  

7:00–8:00 a.m. 
Breakfast with Partners and Sponsors

7:20–7:45 a.m.

The Investment Case for Dividend Growth Strategies Outside of Large Caps - Kieran Kirwan, CAIA, Senior Investment Strategist, ProShares

8:00–9:00 a.m.
Opening Keynote (1 CE)

Can the Economy -- and the Markets -- Survive the Fed's Mistakes? - Jeremy Siegel, PhD, Professor of Finance, Wharton School of the University of Pennsylvania

9:00–9:30 a.m.
Break with Partners and Sponsors

9:30–10:30 a.m.
Super Sessions (1 CE each)

Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital

Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning 

Moderator: Sterling Shea, Head of Practice Strategy, Morgan Stanley

Panelists: Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Brian Ullsperger, CIMA®, Managing Director, Andersen

Responsive Planning: Today’s Actionable Ideas for Your High-Net-Worth Clients - Leslie Geller, Wealth Strategist, Capital Group | American Funds

10:30–11:00 a.m.
Break with Partners and Sponsors

11:00 a.m.–12:00 p.m. 
Super Sessions (1 CE each)

The End of ESG Investing: A View from Outcomes and EvaluationStephen M. Horan, PhD, CFA®, CIPM, CAIA, Executive Director, Financial Planning Review; Director, Master of Science in Finance and Investment Management, University of North Carolina Wilmington

Winning the Wealth Management Game: Five Strategies for Staying Ahead of the Competition - John J Bowen, Founder and Chief Executive Officer, CEG Worldwide

Advanced Estate Planning for Multi-Generational Clients - Lisa Featherngill, Senior Vice President and National Director, Comerica Wealth Management

12:00–1:30 p.m.
Lunch with Sponsors and Exhibitors    

12:10–1:30 p.m.
Women in Wealth Luncheon: Planning for HNW Clients 
Invitation only

12:15–12:40 p.m.
EdTalk (0.5 CE)

12:50–1:15 p.m.
EdTalk (0.5 CE)  

1:30–2:20 p.m.
Super Sessions  

What's Next for Crypto? The Professional Investor's Guide to a Complex and Evolving Asset  - Matt Hougan, Chief Investment Officer, Bitwise Asset Management

Michael Liersch, Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company

Wealth Advisor's Guide to 2023 - Matt Sommer, PhD, CFP®, CFA®, Head of Specialist Consulting Group, Janus Henderson Investors

2:20–3:15 p.m.
Break with Partners and Sponsors

2:35–3:00 p.m.
EdTalk (0.5 CE)

Fixed Income in an Uncertain World - Joyce Huang, CFA®, Vice President, Senior Client Portfolio Manager, American Century Investments

3:15–4:30 p.m.
Awards Ceremony & General Session (1 CE)

How to be Limitless in your Leading and Learning - Jo Boaler, PhD, Nomellini & Olivier Professor in the Graduate School of Education, Stanford University

4:30–6:00 p.m.
Reception in Exhibit Hall 

7:00 a.m.–6:00 p.m.
Registration/Information Desk Open 

7:00–8:00 a.m.
Breakfast with Partners and Sponsors    

7:20–7:45 a.m.
EdTalk (0.5 CE)

8:00–9:15 a.m.
General Session (1.5 CE)

Scaling Advice: From Financial Advisor to Financial Advicer - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author

9:30–10:30 a.m.
Breakouts (1 CE each)

Emerging Markets: The Next Hot Spot in Sustainable Investing Kathlyn Collins, CAIA, Vice President, Head of Responsible Investment and Stewardship, Matthews Asia, Vivek Tanneeru, Portfolio Manager, Matthews Asia

Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group

Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It - Kristy L. Archuleta, PhD, LMFT, CFT-I, Financial Therapy Trailblazer, Financial Behavior Keynote Group 

Unleashing the Potential of Elite Canadian Financial Advisors: Strategies for Organic Growth in the North American Financial Services Market - John J. Bowen, Founder and Chief Executive Officer, CEG Worldwide 

10:30–11:00 a.m.
Break with Partners and Sponsors

11:00 a.m.–12:00 p.m.
Breakouts (1 CE each)

Philanthropy as a Catalyst for Client Engagement and Business Growth - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Josh Stamer, Chief Strategy Officer, Anonymous Philanthropy LLC, Erika Williams, Vice President, Client Development, RSF Social Finance

Redefining the Optimal Retirement Income Strategy - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions

Adding Housing Wealth to a Retirement Plan - Stephen Resch, Vice President, Retirement Strategies Division, Finance of America Reverse

12:15–1:45 p.m.
Lunch with Partners and Sponsors

12:30–12:55 p.m.
EdTalk (0.5 CE)

Creating a Culture of Connectivity - Richard Beckel, Vice President-Sr. Manager, Practice Management and Teams, RBC Wealth Management

1:00–1:25 p.m.
EdTalk (0.5 CE)

1:45–2:45 p.m.
Breakouts (1 CE each)

Protection Strategies for High Net Worth Clients - Nathan Lew, CFP®, ChFC, CLU, RICP, Advanced Markets Director, Equitable

Serving the C-Suite: Managing Concentrated Stock Positions John Nersesian, CIMA®, CPWA®, CFP®CIS, Nersesian Wealth Education

Applying a Structured Approach to Assessing Retirement Income Preferences - Wade Pfau, PhD, CFA®, RICP, Professor of Retirement Income, The American College of Financial Services

Understanding Structured Product's Impact on Investment Risk Statistics - Schyler Adams, Director, Advanced Strategies & Planning Platforms, Allianz Life Insurance Company of North America

The Advancement of Wealth Management Proposal Generation - Alex Hagmeyer, Senior Director Quantitative Research, SS&C ALPS Advisors  

2:45–3:15 p.m.
Break with Partners and Sponsors

3:15–4:30 p.m.  
General Session (1.5 CE)

Investing Beyond the Cycle: A Guide to the Markets - David Kelly, CFA®, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management

4:30–5:30 p.m.
Reception in Exhibit Hall

5:30–7:00 p.m.
NextGen Reception    

 7:30 a.m.–12:00 p.m.
Registration/Information Desk Open          

8:009:00 a.m.
Breakfast with Partners and Sponsors

8:20–8:45 a.m.
EdTalk (0.5 CE)

9:00–10:00 a.m.
Closing Keynote (1 CE)

Helping Business to Navigate a Complex World - Anja Manuel, Executive Director, Aspen Security Forum, Co-Founder, Rice, Hadley, Gates, & Manuel LLC

10:20 a.m.–12:00 p.m.
Ethics Learning Labs (2 CE each)

CFP Board New Code of Ethics & Standards of Conduct - Marguerita Cheng, CFP®, RICP, CFP Pro, Blue Ocean Global Wealth

Inspire Integrity & Be a Leader You Would Follow - Corey Ciochetti, JD, Associate Professor of Business Ethics and Legal Studies, Daniels College of Business, University of Denver


Attendees have access to premier, quality education with real-world solutions for practitioners.

Conference Tracks

Investment Management

Wealth management professionals must integrate a complex body of investment knowledge, ethically contributing to holistic, prudent investment decisions by providing objective advice and guidance to individual and institutional investors. Powered by the CIMA® certification, which is the leading credential for investment consulting & portfolio construction.

Private Wealth Advice

Wealth management professionals must apply financial planning foundational competencies within a technical, multi-disciplinary process that helps mass-affluent, high net worth clients. Powered by the CPWA® certification, the premier designation for serving the sophisticated financial planning needs of HNW clients.

Retirement Management

Wealth management professionals must build custom retirement plans to mitigate clients' risks and to master the retirement planning advisory process. Powered by the RMA® certification, the industry’s only process-based, holistic approach to help clients plan for retirement & the process of decumulation.

Behavioral Science

Client psychology, family dynamics, and other behavioral aspects related to the effective delivery of financial advice to end clients.

Independent Practice

Running an exceptional independent practice and serving your clients requires a wide array of knowledge and skills including client retention, service and business models, client communications and engagement, technology and HR issues.



Who attends this conference?

1,200+ attendees from all business channels. ACE Academy is the only advisor conference that truly reflects the advice profession it serves. Attendees represent every advisory channel including wirehouses, independent advisors, RIA and executives that support the industry.


Pricing Information

Register today and join 1,200+ prestigious professionals as they assemble over 3.5 days
while earning up to 20 premier CE hours.





Early Bird Ends April 1, 2023
Price increases to $995 on April 2, 2023

*Signature and Elite members: your 25% or 40% discount will be automatically applied at checkout.


Want to save 25% or 40% on your registration? Upgrade your Institute membership.

Membership Benefits




YOUR PURCHASE IS PROTECTED | With our purchase guarantee in place, you can be confident in booking with us.

Cancellation/Transfer Policy—Cancellations for conference registration must be received in writing. Please send cancellation requests to The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by April 7, 2023. A 30-percent cancellation fee will be applied for cancellations received between April 8 and 21, 2023. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after April 21, 2023, or for no-shows. You will receive an email from the Investments & Wealth Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call +1 303-770-3377. 


Conference Testimonials

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
Elite Member
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
CPWA Member
"Nice balance between things to think about for your clients and things to think about for yourself!"
Elite Member
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement."
RMA Member

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