About ACE 2020

The Exceptional Advisor Conference

Join a group of leading game changers in the industry along with top Ivy League speakers, academics, and practitioners for a one-of-a-kind event, May 27–30, 2020. 

Our annual conference brings together 1,500 advisors, and 80+ exhibitors over 3.5 days all under one roof.

 

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Highlights

  • 24 WORKSHOPS
  • 9 SUPER SESSIONS
  • 8 GENERAL SESSIONS
  • 7 ED TALKS

EVENT SCHEDULE

 

The Venue

Use our room block to get preferred rates! 

Sheraton Boston Hotel
39 Dalton Street Boston, MA 02115
Make your reservation now or call +1 888-627-7054.

Hilton Boston Back Bay
40 Dalton Street Boston, MA 02115

Make your reservation now or call 1-617-236-1100. Rates available through May 6 and available on a first-come, first-served basis.

Boston Marriott Copley Place
110 Huntington Avenue Boston, MA 02116
Make your reservation now or call + 1 877-901-2079Rates available through May 4 and available on a first-come, first-served basis.

HOTEL & TRAVEL

Looking up at Old City Hall in Boston, Massachusetts.
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Position Your Firm as an Industry Leader

Want to get your brand in front of the industry’s top advisors? We can help with our new Institutional Partner Program. Investments & Wealth Institute’s members manage more than  

$4 trillion in assets for over 700,000 clients. If you are looking to engage with these exceptional advisors, we can help. Members of the Institute include investment consultants, advanced financial planners, and private wealth managers from all channels.

CONNECT WITH US

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1,500

Niche Advisors

20:1

Advisor to Exhibitor Ratio

$4 Trillion

Assets Under Management

700K

Clients Served By Institute Advisors

Market Your Firm at the Intersection of ChangeMedia Kit Cover

We have several opportunities for unparalleled exposure to the sharpest thinkers and practitioners in the financial industry. 

Don’t miss an opportunity to:

  • Set your company apart from the competition
  • Get in front of highly sought-after advisors who manage a high AUM
  • Align your brand with individuals who are redefining the future of wealth management
  • Build relationships with a highly targeted group of decision makers from top investment firms, broker dealers, banks, trusts, independents, and endowments and foundations.

For $18,000 you can become an Institutional Partner and be recognized by Institute members, CIMA®, CPWA®, and RMA® certificants as an organization that supports their professional association. Your Institutional Partnership comes with a 10’x10’ Exhibit at ACE, 2 full conference registrations, Full-Page, Four-Color Ad in Investments & Wealth Institute, opportunity to post a whitepaper in the Institute’s whitepaper library, 5 complimentary Institute memberships (non-members only, one complimentary online course registration, and 5% of your Institutional Partner fee will go to support our general scholarship fund.

DOWNLOAD CONFERENCE PARTNER AGREEMENT

DOWNLOAD RULES & REGULATIONS

 

Get in touch with our savvy sales team and become our Institutional Member today!

 

Lara Davies

ldavies@i-w.org

303.850.3081

Kelly Gormley

kgormley@i-w.org

303.619.2977

E-mail address

sales@i-w.org

Contact us

+1 303-770-3377

Scholarships

Learn More