Register Now

Highlights

In a year of public disruption and financial crisis, the need for thoughtful, actionable advice and confidence is greater than ever.

ACE Unplugged, coming May 2020, brings together the most anticipated speakers from ACE 2020 Boston: The Exceptional Advisor Conference. We are bringing you the “unplugged”  version, away from the lights and sounds of the ACE main stage.

You’ll receive wisdom from leading academics, practitioners, and industry experts, as we collectively face the challenges that lie ahead for you and your clients.

The package includes recorded sessions that have been approved for premier Institute and CFP certification CE credit.

The All Access Pass includes:

  • Approximately 20 CE hours
  • 1 Institute Tax/Regulations CE hour
  • 1 Institute Ethics CE hour

 

 

This event is bundled into three parts: the Opening Act, the Main Stage, and the After Party.

Opening Act:

Accredited investors, not just qualified purchasers, can now access institutional caliber private markets portfolios. The Opening Act explains everything you need to know about the asset classes and products, and what they can do for your clients and your practice.

Sponsored by:

Opening Act Presenting Sponsor:

Delaware Funds® by Macquarie

Opening Act Supporting Sponsor:

SEI

The Main Stage:

The most anticipated speakers of ACE 2020 Boston are featured in this 10-hour bundle, including leading academics, practitioners, and industry experts.

The Main Stage includes approximately 10 hours of bundled, conference sessions that have been approved for premier Institute and CFP certification CE credit. 

  • 10 speakers
  • 10 CE hours, including
    • 1 Institute Tax/Regulations CE hour
    • 1 Institute Ethics CE hour

Sponsored by:

TD Ameritrade Institutional and Neuberger Berman 

The After Party:

Keep the party going with first-class educational sessions from our Investments & Wealth Institute’s valued partners. Gain technical insight and skills aligned with the CIMA®, CPWA®, and RMA® bodies of knowledge, including business strategies to enhance your advisory practice. No fluff or sales pitches here, just exclusive access to additional education and insights.

Sponsored by:

American Century Investments

Captital Group American Funds

Eaton Vance Investment Managers

Halo Investing

Raymond James

Voya Investment Management

 

Previously Registered for ACE Boston and Want to See All Transfer Options? Click here!

Opening Act

$195 (member)

$395 (join & learn)

  • 3 CE Hours
Book Now

Main Stage

$595 (member)

$795 (join & learn)

  • 10 Sessions
  • 10 CE Hours, including
    • 1 Institute Ethics CE Hour
    • 1 Institute Tax/Regulations CE Hour
BOOK NOW

After Party

$395 (member)

$595 (join & learn)

 

  • 7 CE Hours
BOOK NOW

Opening Act + Main Stage

$645 (Member)

$845 (join & learn)

  • 13 CE Hours
BOOK NOW

Main Stage + After Party 

$795 (member)

$995 (join & learn)

  • 17 CE Hours
BOOK NOW

All Access Pass

$745 (member)

$945 (join & learn)

  • 20 CE Hours
Book Now

Featured Speakers

Click on a speaker below to see their full bio and session description

Note: Speakers are subject to change.

 

Schedule

  • Opening Act

    3 CE hours

  • Main Stage

    10 Sessions
    10 CE hours

  • After Party

    7 CE hours

Thank you to our Sponsors and Partners:

 

Opening Act Presenting Sponsor:

deleware funds-black-centered

Opening Act Supporting Sponsor:

 

SEI_NWNA_K

 

Main Stage Sponsor:

 

tdai-logo-new

 

NB_Logo_LRG_BLACK

 

After Party Sponsors:

American Century Logo 08122015

Cap Group_AF logo

 

eatonvance 4C 10.20

 

Halo-Logo (002)

 

RaymondJames_Logo_03072016-1

 

tdai-logo-new

 

Voya IM Stacked_CMYK-01

This content is copyrighted by Investments & Wealth Institute.

Unauthorized copying or distribution is strictly prohibited.

 

E-mail address

conferences@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors