2020 Investment Advisor Forum:

Innovations & Investing

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Featured Speakers


(Speakers subject to change)

General Session 1: Unexpected places to understand Risk

Allison Schreger, Economist and Journalist, Quartz 8 - 9:15 a.m. February 13, 2020

General Session 2: Panel - The Intersection of Wealth Planning and Technology

Moderator: Sterling Shea, Global Head of Wealth and Asset Management at Dow Jones, Panelists: Sarah Mouser, Andrew Altfest. Robert Waldele 9:45 - 11 a.m. February 13, 2020

General Session 3: An Ever Changing Investment Backdrop, or, the Down Side to Anchoring

Jonathan Golub, Managing Director and Chief U.S. Equity Strategist, Credit Suisse 4:15 - 5:15 p.m. February 13, 2020

General Session 4: China Update

Andy Rothman, Investment Strategist, Matthews Asia 8 - 9 a.m. February 14, 2020

General Session 5: The Washington Update

Jeff Bush, Author, The Washington Update 9:15 - 10:15 a.m. February 14, 2020

General Session 6: Women Entreprenuers

Allison Parc, Founder and President, Brenne Whisky 10:30 - 11:30 a.m. February 14, 2020

General Session 7: Ethics and Leadership

Sheelah Kolhatkar, Journalist, The New Yorker 11:30 a.m. - 12:30 p.m. February 14, 2020

Ivy League Speakers from these top schools:

wiw IAF

Join us for the Women Blazing Trails panel discussion and happy hour Feb. 12

AS a complimentary part of the Investment Advisor Forum, enjoy the Women in Wealth panel featuring Allison Parc, founder of Brenne Whisky, Anne Senne, head of RBC Wealth Management, Stacy Bernstein, head of Financial Intermediaries for American Century Investments. 

When: Wednesday, February 12, 5 - 7:30 p.m.

Where: 21 Club, 21 W 52nd St, New York, NY 10019

Who:  VIP Investment Advisor Forum attendees 

RSVP: Space is limited! RSVP to rwalker@i-w.org to reserve your seat!


Key Themes

  • The State of Portfolio Management 
  • Economic and Political Outlooks
  • Applied Behavioral Finance
  • Investment Product Landscape


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