About the Event:

The Evolution of Investment Management

For the past 18 months, our world has been defined by change and the financial industry is no exception. When an industry changes, it’s essential to distinguish between core truths that will persist and traditional practices that may not endure. Changes in the investment management industry are occurring due to data, technology, investor preferences, product features, and much more.

The most successful investment advisors seek opportunities to question what they know, reevaluate their opinions, and rethink their systems to adapt. That's why this conference will focus on the evolution of investment management.

Learn from the best of the best – investment advisors, portfolio managers, institutional consultants, industry experts, and Ivy League academics – and learn what works (and what doesn’t work) when navigating the evolution of investment management.

With Faculty from The Wharton School of the University of Pennsylvania, the University of Denver, and Duke University.

Why You Should Attend This Conference:

Disruption can create great opportunities.

Investment management is in flux, arguably more than it has been in a long time. Active management is under pressure, with investors switching from active to index funds. New “smart beta” products offer low-cost exposures to many active ideas. Model portfolio use is rising and expected to continue, as are exchange-traded funds. Markets and regulations have changed significantly over the past 10-20 years, and data and technology – which are increasingly important for investment management – are evolving even more rapidly.

In the midst of this change, what can we say about the future of investment management? What ideas will influence its evolution? What types of products will flourish over the next 5-10 years?

Key Takeaways

Content

An entertaining fusion of Ivy League-quality education and practical application. Ivy League professors lay the groundwork of academic research and ideas, while successful practitioners share their playbooks. The Institute is hyper-focused on adding value to advisors and their clients.

Networking

The value of a membership association is its community. Even the right sponsors are carefully selected. The connections made at these events make a career-defining difference! Even virtually, we have carefully planned thoughtful networking opportunities and chances to connect with speakers, practitioners and peers.

Learning Objectives:

Recommend strategies for investment clients that are actionable, repeatable, and defensible
Reevaluate traditional investment management opinions, wisdom, and processes
Identify the range of options available for impact and social investing
Learn the best practices of adding private investments into a portfolio
Educate your taxable investors on the implications of proposed tax legislation
Learn better methods of delivering investment advice and/or institutional consultation

Who Should Attend:

Investment advisors
Institutional consultants
Investment management professionals
Family office advisors and consultants
Investment analysts
Research analysts
CIMA^® and CPWA^®certificants
CIMA^®and CPWA^®candidates
Wealth management professionals
Financial services providers

Investment Advisor Forum is powered by the Certified Investment Management Advisor® (CIMA®) certification, the authoritative guide to consultative investment advice and management.

“IWI provides the best investment education conferences in the business. Hands down.”

Ned S.

Institutional Consultant

“This is the 5^th year in a row that I’ve attended the Investment Advisor Forum. I appreciate the thought that goes into these programs and I always walk away with something important for my practice.”

Patricia A.

Financial Advisor

“I started to bring my team with me to these conferences so we can divide and conquer all the available sessions. They’re always a good learning experience and energy."

Stanley G.

Founder

“The CIMA program has really changed since I went through the Wharton class 20 years ago. These events should be mandatory for CIMA [certificants] to keep up their skills."

Scott W.

CIO

“The sessions on ethics and regulations were truly outstanding.”

Bob L.

Institutional Consultant

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Eric Johnson

Director, Client Services

Time (EST)	Session	Speaker(s)
10:00 - 10:10 a.m.	Opening Remarks	Sean Walters, CAE ^®
10:10 - 11:10 a.m.	General Session #1 (1 CE) The Washington Update: Opportunities in the New Tax Code	Jeff Bush
11:10 - 11:15 a.m.	Institute Update
11:15 - 11:45 a.m.	Break with Partners and Exhibitors
11:45 a.m. - 12:35 p.m.	Masterclass #1 (1 CE) How to Future Proof Your Practice by Investing with Impact	Lily Trager
11:45 a.m. - 12:35 p.m.	Masterclass #2 (1 CE) Portfolio Construction	Chris Wolfe
12:45 - 1:35 p.m	Masterclass #3 (1 CE) A Yield Strategy for any Portfolio Using Real Estate	Ryan Strauser and Steve Stroker
12:45 - 1:35 p.m.	Masterclass #4 (1 CE) Assessing Inflation Risk in a Post-Pandemic Environment	Eddy Vataru, CFA®
1:45 - 2:15 p.m.	Break with Partners and Exhibitors
2:15 - 3:05 p.m.	Masterclass #5 (1 CE) Goals-Based Investing: Aligning Purpose and Portfolio	Tony Davidow, CIMA®
2:15 - 3:05 p.m.	Masterclass #6 (1 CE) Customizing Portfolio Management to Better Meet Comprehensive Wealth Planning Goals	Ted Cox, CFA®, CFP®, CPWA® and Michael Nelson, CFA
3:15 - 4:05 p.m.	Masterclass #7 (1 CE) Private Investments for Advisors: Trends and Outlooks	Katey Bogue, Dominick Carlino, Jackson Long and Shawn Lytle
3:15 - 4:05 p.m.	Masterclass #8 (1 CE) Bitcoin, Blockchain, and Crypto for Professional Investors	Matt Hougan
4:10 - 4:20 p.m.	Closing Remarks
4:20 - 5:20 p.m.	General Session #2 (1 CE) Consumer Behavior	Katherine Milkman, PhD

Time (EST)	Session	Speaker(s)
10:00 - 10:05 a.m.	Opening Remarks
10:05 - 11:05 a.m.	General Session #3 (1 CE) Disruptive Trends to Investing Now and in the Future	Richard Marston, PhD
11:05 - 11:15 a.m.	Institute Update
11:15 - 11:45 a.m.	Break with Sponsors and Exhibitors
11:45 a.m. - 12:35 p.m.	General Session #4 (1 CE) Decentralized Finance: Opportunities and Risks	Campbell Harvey, PhD
12:45 - 1:35 p.m.	General Session #5 (1 CE) The Popularity Asset Pricing Model, ESG, and Personalized Portfolios	Thomas Idzorek
1:45 - 2:45 p.m.	General Session #6 (Ethics) (1 CE) Inspire Integrity	Corey Ciocchetti, JD
2:45 - 3:00 p.m.	Closing Remarks
3:00 - 4:00 p.m.	Closing Women in Wealth Session (1 CE) Sponsored by:	Tammy Robbins, Lily Trager and Michelle Begina, CFP®, CIMA®, RICP®

On-Demand	Session	Speaker(s)
1 CE	On-Demand Session 1: 2021 HNW Investor Research – Advanced Financial Planning Opportunities	Julie Littlechild and Sean Walters, CAE^®
0.5 CE	Ed Talk 1: Unlocking Growth and Productivity with AI and tech-enabled Personalization	Niharika Shah, Eric Weiss and Lisa Grossman
0.5 CE	Ed Talk 2: Freedom Portfolio Positioning and Investment Outlook	Nick Lacy, CFA, AMS and Johnny Suarez

Investment Advisor Forum

December 7-8, 2021

Livestream + On-Demand

About the Event:

The Evolution of Investment Management

Schedule

December 7-8, 2021

Price

Exhibitors/Sponsors

17 Premier CE Hours

FAQs

Why You Should Attend This Conference:

Key Takeaways

Regular Rate

$995.00

Featured Speakers

Michelle Begina, CFP®, CIMA®, RICP®

Katey Bogue

Jeff Bush

Corey Ciocchetti, JD

Dominick Carlino

Ted Cox®, CFA, CFP®, CPWA®

Tony Davidow, CIMA®

Lisa Grossman

Campbell Harvey, PhD

Matt Hougan

Thomas Idzorek, CFA®

Nick Lacy, CFA, AMS

Julie Littlechild

Jackson Long, CFA

Shawn Lytle

Richard Marston, PhD

Katherine Milkman, PhD

Michael Nelson, CFA®

Tammy Robbins

Niharika Shah

Ryan Strauser

Steve Stroker

Johnny Suarez

Lily Trager

Eddy Vataru, CFA®

Sean Walters, CAE®

Eric Weiss

Chris Wolfe, CFA®, CFP®

Event Schedule

Day 1

Day 2

On-Demand

conference@i-w.org

+1 303-770-3377

for Exceptional Advisors