About the Event
Powered by the renowned CIMA® curriculum, the 2020 Investment Advisor Forum is the industry’s premier portfolio management conference. This event is designed and delivered by elite investment and wealth professionals with a single, common goal – increasing attendees’ knowledge, skills, and value. Immerse yourself in learning advanced portfolio management techniques from expert practitioners and Ivy League academics. No sales pitches, fluffy topics, or unvetted political opinions. Join the Investments & Wealth Institute to learn and connect.
- The State of Portfolio Management
- Economic and Political Outlooks
- Applied Behavioral Finance
- Investment Product Landscape