Investment Advisor Forum

December 7-8, 2021

Livestream + On-Demand



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?

Confident businessman reading magazine and drinking coffee in cafe

Key Takeaways


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.


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 5th 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.

“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.

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

Bob L.
Institutional Consultant
Try to use a testimonial with specific claims about your organization, services, or products. Make sure it's a real quote that sounds real. Here are a few tips on writing great testimonials.
Eric Johnson
Director, Client Services

One great conference, two ways to join: Livestream + On-Demand

Regular Rate



*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates.


Featured Speakers

More speakers coming soon!


Note: Speakers are subject to change.

Event Schedule

*All times noted in Eastern Standard Time

  • Day 1

    Tuesday, December 7, 2021

  • Day 2

    Wednesday, December 8, 2021

  • On-Demand

    Available Starting December 6, 2021

Thank you to our Partners and Sponsors


Platinum Partner



Gold Partners

Capital Group                 Raymond James

Conference Sponsors

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Bronze Partners

E-mail address

Contact us

+1 303-770-3377

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