2020 Investment Advisor Forum:

Innovations & Investing

Register Now


Featured Speakers


(Speakers subject to change)

General Session 1: Unexpected places to understand Risk

Allison Schrager, PhD, 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: Advisor Brain Games: Overconfidence and Conflicts of Interest

Daylian Cain, PhD, Senior Lecturer, Negotiations & Ethics, Yale School of Management 9:30 - 11:30 February 14, 2020

General Session 4: An Ever Changing Investment Backdrop, or, the Down Side to Anchoring

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

General Session 5: China 2020 – A Year of Living Less Dangerously

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

General Session 6: The Washington Update

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

General Session 7: Compound Trust

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

General Session 8: The Essential Tie Between Ethics and Leadership

Sheelah Kolhatkar, Journalist, The New Yorker 11:35 a.m. - 12:35 p.m. February 14, 2020


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, Ann 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!

Ivy League Speakers from these top schools:

Key Themes

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


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