ACE Academy 2022

Nashville, TN

May 15 - May 18, 2022 (In-Person Conference)
May 25, 2022 (On-Demand Begins)



Iconic Leaders. Innovative Ideas. Embracing Transformation.

"There is no better place to experience music than Nashville, a city of storytellers and dreamers, where all are welcome. A place where you will discover all the city has to offer and write your own Music City story.” The same could be said about ACE Academy. It’s the educational epicenter of new ideas and disruption. Where we assemble the brightest, most successful and insightful industry thought-leaders, in a city known for innovation, economic growth and forward-thinking ideas. ACE Academy is where disruptors have all taken the stage, from Ivy League academics to best-selling authors to noted practitioners who are excited to share their proven approaches.

ACE Academy is the Institute's flagship annual conference and the largest association-based event in the industry. The gathering place for the world's top advisors. Join 1,000+ prestigious professionals, as they assemble over 3.5 days in the city at the forefront of change, all while earning 20-25 premier CE hours. 

Nashville Convention & Visitors Corp.

What We Have Planned For You

Just because it’s cold outside doesn’t mean we can’t heat things up on the inside. We will be bringing the excitement and entertainment from the outdoors to our very own ACE Academy stage.

A few things we know you’ll love.

  • Entertainment: Networking opportunities, health and wellness activities, live music and special receptions. Hear NBC's The Voice contestant, Barrett Baber, LIVE at Sunday's VIP reception and Monday's reception! Hear Nick Howard, winner of The Voice, Europe, on Tuesday!
  • Extended Dialogue: Comprehensive access to speakers through Q&A, discussions and workgroups.
  • EdTalks: Bite-sized lessons provided by our sponsors.
  • General Sessions: Recognized financial industry leaders with timely and relevant insights.
  • Keynotes: Cross-industry leaders who inspire and motivate.
  • Master Classes: Topical presentations ranging from technical competency, research-based outlooks, practice management and more.
  • Networking: You will have plenty of opportunities to connect and engage, including at receptions and dinners.
  • Pre-conference Sessions: Intimate setting of industry insights from leading organizations.
  • Book Store: Meet authors and get autographed copies of your favorite books.
  • Connect Lounge: Get a professional headshot at our photo booth when you visit the Digital Hive media and podcasting center.
  • VIP Events: Receptions, lunches and whiskey tastings.**
  • Awards Reception

*Events are subject to change

**By invite only


Our Exciting Event Line Up

Get your ACE Academy all-access pass. Your registration will ensure you get a seat to our main stage where our top headliners come alive. Meet academic heavyweights from top universities around the country such as Harvard, Princeton, Yale, Stanford, MIT, Wharton, Chicago Booth and more. Our more intimate gatherings and backstage classes will give you the chance to interact with leading visionaries, New York Times Times best-selling authors, popular economists and tenured practitioners disrupting the industry. You will gain Ivy League-quality strategies with practical application to maintain an edge in the financial industry.

Investment Management Track: 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.

Retirement Management Track: 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.

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

Practice & Client Management Track: An integrated track that incorporates those aspects of running a wealth management business and serving private clients. Includes client psychology, family and other behavioral dynamics related to the effective delivery of financial advice.  

Meet like-minded professionals

The conference will reunite colleagues and peers who have longed to get together. Meet key-industry executives, decision-makers and individuals shaping the future of wealth management. Mingle with other like-minded professionals including:

  • Investment Advisors
  • Institutional Consultants
  • Investment Management Professionals
  • Family Office Advisors and Consultants
  • Investment Analysts
  • Research Analysts
  • CIMA®, CPWA®, and RMA® Certificants
  • Wealth Management Professionals
  • Financial Services Providers
  • International Advisors.
For others who choose not to join in person, you can still enjoy the next best thing, on-demand access to premier content from the comfort of your own living room!  
Recognized as one of the Top Advisor Conferences for 2022 by Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, Nerd's Eye View


"This conference exceeded my expectations. I loved Nashville and had a great time there. I would come back to a conference in Nashville in a heartbeat."
Past ACE Nashville Attendee
"Outstanding conference! Thank you for all the hard work and the great line-up of great speakers! Nashville was awesome!"
Past ACE Nashville Attendee
"This was the best organized conference I've ever attended. The people were amazing, the food was terrific and the venue was spectacular. I met a lot of great people and really felt like I was part of something special."
Past ACE Nashville Attendee
"One of the best annual conferences I’ve ever attended and I got my CIMA in 1997 (I think). Also, Nashville is a trip."
Past ACE Nashville Attendee
"Best industry conference I've attended. Came home with so much new information to help out so many aspects of our growing business. I really enjoyed the set-up of the conference and Nashville was a great location."
Past ACE Nashville Attendee

In-Person Registration 



*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 

On-Demand Registration 

Sessions available May 25


*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 


Ace Academy 2022 Speakers

More Speakers Coming Soon!


Note: Speakers are subject to change.


ACE Academy 2022 Agenda

1:30–6:00 pm CT
Registration/Information Desk Open
3:00–5:30 pm CT
Pre-Conference Workshops (3 CE each)

Pre-Conference Workshop (3 CE)
Best Practices in Portfolio Risk Management for Fiduciaries w/ Marc Odo, CFA, FRM, CAIA, CIPM, Client Portfolio Manager, Swan Global Investments, Gib Watson, CIMA®, Chief Strategy Officer, Swan Global Investments, Director,  Rick Rosenthal, North American Derivative Sales, CBOE Global Markets, and Richard Bookstaber, PhD, Co-Founder and Head of Risk, Fabric

Co-sponsored by Swan Global Investments, FabricRisk, and CBOE

Pre-Conference Workshop (3 CE)

Advanced Tax Planning and Charitable Giving Strategies for HNW Families w/Leslie Geller, Wealth Stategist, Capital Group. and Michael Schweitzer, Director, Distribution for High Net Worth, Capital Group
Sponsored by Capital Group

5:30–7:00 pm CT
VIP Reception
By invite only

Performance by Barrett Baber of NBC's The Voice

7:00 am–6:00 pm CT
Registration/Information Desk Open
7:00–8:00 am CT
Breakfast in Exhibit Hall
EdTalk #1 (0.5 CE)

7:20-7:45 am CT(A Playbook for Rising Rates: Equity & Bond Strategies to Navigate a Rising Interest Rate Environment) w/ Kieran Kirwan

Sponsored by ProShares

8:00–8:10 am CT
Opening Remarks from Investments & Wealth Institute
8:10–9:10 am CT
Opening Keynote - General Session (1 CE)

Team of Teams: New Rules of Engagement for a Complex World
Stanley McChrystal, Former Commander of U.S. and International Forces in Afghanistan and Co-Founder of the McChrystal Group

9:15–9:45 am CT
Break in Exhibit Hall
9:45–11:00 am CT
Masterclasses #1-4 (1.5 CE each)

Investments Track (Risk Preferences, Personality and Investor Psychology) w/ Chris Geczy, PhD

Wealth Track (Critical Estate Tax Law Planning Conversations for Your Most Important Clients) w/ Steve Siegel, JD, LLM, President, The Siegel Group

Retirement Track  (How Medicare Should be Considered Within Financial Practices) w/ Jae Oh, MBA, CFP®, CLU, ChFC, Managing Principal, GH2 Benefits, LLC

Practice Management Track (Three Words That Helped Make Apple a Global Phenomenon) w/ Dave Patchen
Sponsored by Raymond James

11:15 am–12:05 pm CT
Masterclasses #5-8 (1 CE each)

Practice Management Track (Positive & Productive Client Communication - Behavioral Finance Principles in Action) w/ Barbara Kay, MA, LPC, RCC, President, Barbara Kay Coaching

Wealth Track (Using Trusts as IRA Beneficiaries) w/ Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA, Lead Financial Planning Nerd,

Retirement Track (How to Use Asset-Liability Matching to Build a Safe Runway into Retirement) w/ Dana Anspach,CFP®, RMA, Founder & Chief Executive Officer, Sensible Money, LLC

Investments Track (Bitcoin, Blockchain and Crypto) w/ Matt Hougan, Chief Investment Officer
Sponsored by Bitwise

12:05–2:00 pm CT
Lunch in Exhibit Hall
EdTalks #2-4 (0.5 CE each)

Women in Wealth Lunch & Dialogue (2 CE/1.5 CFP CE) By Invite Only
12:10-2:45 pm CT (Micro-Presentation Agenda) w/ Maddi Dessner, CFA, Head of Global Asset Class Services, Capital Group, and Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network, Envestnet, Milissa Hutchinson, CAIA, Channel Head, Strategic Partner Group, Macquarie Asset Management, and Liz Lenz, AIF, RCC, VP Coaching, Raymond James Financial

12:15-12:40 pm CT (The Changing ETF Landscape) w/ Anthony Caruso, CFA, ETF Investment Strategist
Sponsored by Dimensional Fund Advisors

12:50-1:15 pm CT (Why Bonds Now? A Discussion on the Outlook for Fixed Income Assets in a Dynamic Market Environment) w/Jason Greenblath, Vice President and Senior Portfolio Manager
Sponsored by American Century Investments

1:25-1:50 pm CT (Know What You Own - Deciphering Options-Based Strategies) w/ Marc Odo, CFA, FMR, CAIA, CIPM, Client Portfolio Manager
Sponsored by Swan Global Investments

2:00–2:50 pm CT
Masterclass #9-12 (1 CE each)

Practice Management Track (The Evolution of Investing: Trends and Technology You Need to Know) w/ Gavin Romm, Senior Vice President and Head of Fixed Income, SMA Solutions, Alliance Bernstein Scott Welch, CIMA, Chief Investment Officer for Model Portfolios at WisdomTree Asset Management, and Steve Horan, PhD, CFP, CIPM, Senior Strategic Advisor, Investments & Wealth Institute, Associate Professor, Finance, University of North Carolina
Sponsored by AllianceBernstein

Wealth Track (ESG, ETFs & Indices) w/ Kiley Miller, Director, Envestnet, Margaret Dorn, Head of ESG Indices, North America, S&P Dow Jones and Noel Pacarro Brown, CIMA®, CPWA®, Lead of the Conscious Wealth Management Group, Morgan Stanley

Investments Track (Moving Beyond the 60/40 Portfolio) w/ Tony Davidow, CIMA®, President and Founder, T. Davidow Consulting, LLC

Retirement Track (12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls) w/ Brandon Buckingham, JD, LLM, Vice President, Advanced Planning Retirement, Life Distribution
Sponsored by Prudential

3:05–3:55 pm CT
Masterclasses #13-16 (1 CE each)

Practice Management Track (An Inside Look at Today’s New Tech Landscape: How Advisors are Leveraging the Latest Technology to Grow Their Businesses and Better Serve Their Clients) w/ Lori Hardwick, Board Director, Cetera Financial Group, and Matt Johnston, CEO, Red Rock Strategic Partners

Moderated by Penny Phillips, President and Co-founder, Journey Strategic Wealth

Wealth Track (Dueling Donor Advised Funds) w/ Alex Neckles, Regional Director, Impact Assets and Josh Stamer, Philanthropy Strategist & Senior Managing Director, Foundation Source

Moderated by Noel Pacarro Brown, CIMA®, CPWA®, Morgan Stanley

Investments Track (Digital Consumption Goes Global: The Rising Middle Class in Emerging Markets) w/ Kevin Carter, Chief Investment Officer & Founder
Sponsored by EMQQ Global

Retirement Track (Controllable vs. Uncontrollable: Navigating risks to a retirement spending plan) w/ Mark Paulson, Global Hedging Business Development, and Greg Goin, CFP®, CIMA®, CLU®, CRPC®, Regional Vice President, RIA and Institutional Markets
Sponsored by Allianz

4:15–5:30 pm CT
Awards Ceremony & General Session (1 CE)

Geopolitics for Investors: Coping with Technology and Politics
Pippa Malmgren, PhD, Former US Presidential Advisor, Former Advisor to the UK Cabinet, Best-Selling, Award-Winning Author, Tech Entrepreneur

5:30–6:45 pm CT
Reception in Exhibit Hall

Performance by Barrett Baber of NBC's The Voice

7:00 am–6:00 pm CT
Registration/Information Desk Open
7:00–8:00 am CT
Breakfast in Exhibit Hall
EdTalk #5 (0.5 CE)

7:20-7:45 am CT (Growth Trends for 2022 - Land in the Path of Development for Single Family Homebuilders)
Todd Woodhead, EVP, Capital Markets
Sponsored by Walton Global Holdings

8:00–9:15 am CT
General Session (1 CE)

The Popularity Premium: A Bridge between Classical and Behavioral Finance w/ Roger Ibbotson, PhD, Professor in the Practice Emeritus of Finance, Yale School of Management

9:15–9:45 am CT
Break in Exhibit Hall
9:45–11:00 am CT
Masterclasses #17-21 (1.5 CE each)

Practice & Client Management Track (The Winning Prospects of Prospect Theory) w/ Herman Brodie, Founding Director, Prospecta Limited

Wealth Track (Education Planning for the Next Decade: Practical Strategies for Success) w/ Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, AVP of Academic Strategy, Associate Professor of Taxation and Director of the ChFC Designation Program, The American College of Financial Services

Retirement Track  (Putting Retirement Research into Perspective and Practice) w/ Mathieu Pellerin, PhD, Senior Researcher, Dimensional Fund Advisors, Kelly Hahn, Executive Director, Defined Contribution Strategist,  JP Morgan Asset Management, and Avi Sharon, PhD, Executive Vice President and Product Strategist, PIMCO

Moderated by Bob Powell, CFP®, Editor, Retirement Management Journal

Investments Track (Chinese Capital Markets) w/ JC de Swaan, Lecturer, Princeton University

Investments Track (Private Markets: Myths, Trends, and Stories) w/ Milissa Hutchinson, CAIA, Channel Head, Strategic Relationship Group and Eric Zeigler, Sales Director of Wealth Solutions

Sponsored by Macquarie Asset Management

11:15 am–12:05 pm CT
Masterclasses #22-26 (1 CE each)

Practice Management Track (What High Net Worth Clients Can Teach You About Growth ) w/Julie Littlechild, Founder,

Retirement Track (Social Security: Your Clients' Questions Answered) w/ Elaine Floyd, CFP®, Director, Horsesmouth, LLC

Wealth Track (Building Lasting Value: A Guide to Creating a Successful HNW Enterprise) w/ Michael Schweitzer, Director of Distribution, Capital Group

Investments Track (Navigating Global Equity Markets During Periods of Uncertainty) w/ Rajiv Jain,  Chairman, CIO, Portfolio Manager, and Josh Snyder, CFA, Global Investment Strategist
Sponsored by GQG Partners

Investments Track (How to Talk with Clients About Investing Responsibly in China and Emerging Markets) w/ Andy Rothman, Investment Strategist, and Kathlyn Collins, CAIA®, Vice President, Head of ESG, Matthews Asia
Sponsored by Matthews Asia

12:05–2:00 pm CT
Lunch in Exhibit Hall
EdTalks #6-8 (0.5 CE each)

12:15-12:40 pm CT (Building Businesses for Good) w/ Dan Wanous, Business Development Officer
Sponsored by Thrivent Advisor Network

12:50-1:15 pm CT (Adding Housing Wealth to a Retirement Income Plan) w/ Steve Resch, Wealth Advisor, VP Retirement Strategies
Sponsored by Finance of America

1:25-1:50 pm CT (Think Virtual: Have You Adapted Your Mindset for the Opportunities?) w/ Kristine McManus, VP, Chief Advisor Growth Officer
Sponsored by Commonwealth Financial Network

2:00–3:40 pm CT
Learning Labs #1-3 (2 CE each)

Learning Lab
(CFP Board New Code of Ethics & Standards of Conduct) w/ Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Wealth

Learning Lab 
(Amplify Your Enterprise Value Through Total Team Leadership) w/ Ray Sclafani, CEO & Founder, ClientWise, LLC

Learning Lab

(Behavioral Ethics: How to Get it Done) w/ Herman Brodie, Founding Director, Prospecta Limited


4:00–5:00 pm CT
General Session (1 CE)

Navigating Choppier Markets
Liz Ann Sonders, Managing Director and Chief Investment Strategist, Charles Schwab & Co

5:00–6:30 pm CT
Reception in Exhibit Hall

Performance by Nick Howard, Winner of The Voice, Europe

7:00 am–12:00 pm CT
Registration/Information Desk Open
7:30–8:30 am CT
Breakfast in Exhibit Hall

EdTalk #9
7:45-8:10 am CT (Introducing Art as an Asset Class) w/ Allen Sukholitsky
Sponsored by Masterworks

8:30–9:45 am CT
General Session (1.5 Ethics CE)

Seeking Virtue in Finance: Learning From Role Models to Lead a Virtuous Life in Finance
JC de Swaan, Lecturer, Princeton University

9:45–10:15 am CT
Break in Exhibit Hall
10:15–10:25 am CT
Closing Remarks from Investments & Wealth Institute
10:25–11:40 am CT
Closing Keynote - General Session (1.5 CE)

Winning on Value Not Price
Peter Sheahan, Founder, CEO, Karrikins Group


Don’t see what you’re looking for? Check back often, as we’re adding new content each week.


The Venue

Music City Center

201 Rep. John Lewis Way S, Nashville, TN 37203


E-mail address

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors