ACE Academy 2022

Nashville

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

 

Register Now

About the Event

ACE Academy has become synonymous with excellence. Ivy League academics, best-selling authors, Nobel Prize winners, and noted practitioners have all taken the stage at this event. ACE Academy is the Institute's flagship annual conference and the largest association-based event in the industry. The gathering place for top advisors in the world. Join 1,000+ prestigious professionals, as they assemble over 3.5 days.

Join us as we develop a blueprint for the investment and wealth management industry. The conference will reunite colleagues and peers who have longed to get together. For others who choose not to join in person, they’ll enjoy the next best thing - on-demand access to the sessions. 

This highly sought-after 3.5-day event brings together popular, industry-defining leaders shaking up the marketplace. ACE Academy brings together academic heavyweights from top universities around the country such as Harvard, Princeton, Yale, Stanford, MIT, Wharton, Chicago Booth and more, and attendees will interact with leading visionaries,  NY Times bestsellers, popular economists, and tenured practitioners disrupting the industry. Individuals will gain Ivy League-quality strategies with real-world application to maintain an edge in the financial industry.

DSC_0905
DSC_0410

Many Things to Enjoy!

  • Entertainment: Networking opportunities, health and wellness activities, live music and entertainment, and a Women in Wealth reception.
  • Extended Dialogue: Comprehensive access to speakers through Q&A, discussion, and workgroups.
  • EdTalks: Bite-sized education provided by 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.
  • Pre-conference Sessions: Intimate setting of industry insights from leading organizations.

4 Educational Tracks with Key Learning Objectives:

Investment Consulting Track

  • Gain foresight on investment opportunities in the face of dramatic disruption and change.
  • Master the intersection of investments, taxes, and estate planning.
Retirement Management Track
  • Identify the trends that drive the need for competence in retirement planning.
  • Learn how to create enterprise value for your advisory practice.
Wealth Management Track
  • Meet your clients’ unique needs: Institutional, HNW and UHNW families, individuals.
Behavioral Finance/Practice Management Track
  • Adopt behavioral techniques to improve your client outcomes.
  • Leave with prioritized objectives and practical solutions to implement.
  • Expand your network of advisors, subject matter experts, and financial professionals and make lasting connections.
  • Elevate your executive presence with topics on leadership, stewardship, and governance.

Join Like-minded Advisors:

  • 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
Skyline of downtown Nashville, Tennessee, USA.
"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."
2018 ACE Nashville Attendee
"Outstanding conference! Thank you for all the hard work and the great line-up of great speakers! Nashville was awesome!"
2018 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."
2018 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."
2018 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."
2018 ACE Nashville Attendee

In-Person  Early Bird Registration 

$995.00

Ends March 6, 2022

 

*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.

REGISTER NOW

In-Person Registration 

$1,095.00

Begins March 7, 2022

 

*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.

REGISTER NOW

On-Demand Registration 
$795.00

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.

REGISTER NOW

 

ACE Academy 2022 Agenda

May 15, 2022 Day 1

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

Pre-Conference Workshop #1 (3 CE)
More details coming soon

Pre-Conference Workshop #2 (3 CE)
More details coming soon

Pre-Conference Workshop #3 (3 CE)
More details coming soon

5:30–7:00 pm CT
VIP Reception

May 16, 2022 Day 2

7:00 am–6:00 pm CT
Registration/Information Desk Open
7:00–8:00 am CT
Breakfast in Exhibit Hall
EdTalks #1-2 (0.5 CE each)

EdTalk #1 
7:00-7:25 am CT

EdTalk #2
7:30-7:55 am CT

8:00–8:10 am CT
Opening Remarks from Investments & Wealth Institute
8:10–9:10 am CT
Opening Keynote - General Session #1 (1 CE)
9:15–9:45 am CT
Break in Exhibit Hall
9:45–11:00 am CT
Masterclasses #1-4 (1.5 CE each)

Masterclass #1
Investments Track

Masterclass #2
Wealth Track (Estate Planning)

Masterclass #3
Retirement Track (Medicare)

Masterclass #4
Practice Management Track
Sponsored by Raymond James

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

Masterclass #5
Practice Management Track

Masterclass #6
Wealth Track

Masterclass #7
Retirement Track (Social Security)

Masterclass #8
Investments Track (Bitcoin, Blockchain and Crypto)
Sponsored by Bitwise

12:05–2:00 pm CT
Lunch in Exhibit Hall
EdTalks #3-6 (0.5 CE each)

EdTalk #3
12:10-12:35 pm CT
Sponsored by Schwab Advisor Services

EdTalk #4
12:40-1:05 pm CT
Sponsored by American Century Investments

EdTalk #5
1:10-1:35 pm CT
Sponsored by Walton Global Holdings

EdTalk #6
1:35-2:00 pm CT
Sponsored by Swan Global Investments

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

Masterclass #9
Practice Management Track

Masterclass #10
Wealth Track

Masterclass #11
Investments Track

Masterclass #12
Retirement Track
Sponsored by PIMCO

3:10–4:00 pm CT
Masterclasses #13-16 (1 CE each)

Masterclass #13
Practice Management Track

Masterclass #14
Wealth Track

Masterclass #15
Investments Track

Masterclass #16
Retirement Track (Life Insurance/Retirement Plans)
Sponsored by Allianz

4:20–4:35 pm CT
Awards Ceremony
4:35–5:35 pm CT
General Session #2 (1 CE)
5:35–6:30 pm CT
Reception in Exhibit Hall

May 17, 2022 Day 3

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

EdTalk #7
7:00-7:25 am CT

EdTalk #8
7:30-7:55 am CT

8:00–9:15 am CT
General Session #3 (1.5 CE)
9:15–9:45 am CT
Break in Exhibit Hall
9:45–11:00 am CT
Masterclasses #17-20 (1.5 CE each)

Masterclass #17
Practice Management Track

Masterclass #18
Wealth Track

Masterclass #19
Retirement Track

Masterclass #20
Investments Track (Emerging Markets)
Sponsored by EMQQ/FMQQ

11:15 am–12:05 pm CT
Masterclasses #21-24 (1 CE each)

Masterclass #21
Practice Management Track

Masterclass #22
Wealth Track

Masterclass #23
Retirement Track

Masterclass #24
Investments Track 
Sponsored by GQG

12:05–2:00 pm CT
Lunch in Exhibit Hall
EdTalks #9-12 (0.5 CE each)

EdTalk #9
12:10-12:35 pm CT
Sponsored by Dimensional Fund Advisors

EdTalk #10
12:40-1:05 pm CT
Sponsored by Finance of America

EdTalk #11
1:10-1:35 pm CT

EdTalk #12
1:35-2:00 pm CT

2:00–3:40 pm CT
Learning Lab/Ethics Workshops #1-4 (2 CE each)

Learning Lab/Ethics Workshop #1
More details coming soon

Learning Lab/Ethics Workshop #2
More details coming soon

Learning Lab/Ethics Workshop #3
More details coming soon

Learning Lab/Ethics Workshop #4
More details coming soon

4:00–5:00 pm CT
General Session #4 (1 CE)
5:00–6:30 pm CT
Reception in Exhibit Hall

May 18, 2022 Day 4

7:00 am–12:00 pm CT
Registration/Information Desk Open
7:00–8:30 am CT
Breakfast in Exhibit Hall
8:30–9:45 am CT
General Session #5 (1.5 CE)
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 #6 (1.5 CE)

Thank you to our Partners and Sponsors

 

Platinum Partner
 
2021+ GQG Partners Logo_black
 

Gold Sponsors
 
AllianzLogo_287_HiRes-1        emqq       fmqq
 
 

Conference Sponsors
 
 
 

Bronze Sponsors
 
American Century Logo 08122015-1    1200px-Charles_Schwab_Corporation_logo.svg
 
 
Exhibitors
 

E-mail address

conference@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors