investments and wealth strategy forum conference in new york city

Investments & Wealth Strategy Forum 2023 -

Strategies for Advanced Practitioners

Recordings available through December 8, 2024

Enhance your clients' satisfaction and advance your career with the latest  
investment and wealth strategies.


The most successful HNW financial advisors know there’s more to client satisfaction than portfolio construction. You need the expertise and strategies to help them grow, steward and preserve their wealth.

Get access to our annual Strategy Forum, where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving you the strategies to differentiate yourself from the sea of other financial advisors.

Our agenda is designed by your CIMA®, CPWA®, RMA® and CFP® peers to provide you the competitive edge you need in today's dynamic market.

Conference Objectives

Learn innovative strategies and fresh perspectives for your financial advisory practice that you can implement today across the three phases of your clients’ wealth management lifecycle.

Focus Areas

  • Learn advanced tax planning strategies for non-liquid investment options
  • Identify emerging trends in the traditional and alternative investments landscape
  • Discover holistic planning approaches for high-net-worth client
  • Uncover strategies for incorporating alternative investments into your clients’ portfolios
  • Explore new ideas for asset allocation & portfolio construction during decumulation
  • Discover advanced estate planning strategies
  • Gain best practices for gifting and trust usage
  • Learn new approaches to overcome client biases
  • Discover the most tax-efficient ways to transfer assets to the next generation
  • Gain fresh perspectives on how to introduce wealth transfer and engage the next generation
  • Learn effective basis planning
  • Identify how best to use insurance in your clients’ wealth management plans

Each FOCUS area uses a unique F.A.N. Programming Approach

Foundational plenary session presentation by leading-edge academia and thought leaders​

Application breakout sessions on investment, retirement, wealth and behavioral finance topics​

Nexus plenary session panel discussion to further the insights, close out the focus area and cultivate networking



Average attendee AUM



Exceptional advisors in attendance



Wealth, investment and retirement speakers

Finding Opportunity Beyond the Cycle: A Guide to the Markets - Gabriela Santos, Managing Director, Global Marketing Strategist, J.P. Morgan Asset Management

Saving Alpha: Tax and Estate Planning Considerations for Alternative Investments (1 Tax & Regulations CE) - Brad Dillon, Partner, Tax & Estate Strategy, Andreessen Horowitz

Fostering Smart Wealth Decisions: Helping Clients Overcome Biases - Suzanne B. Shu, John S. Dyson Professor, Cornell University

Unretirement: How Baby Boomers are Transforming the World of Work to Embrace the Good Life - Kerry Hannon, Workplace futurist, author, senior columnist

Laying the Foundation for Today’s Advisors To Be Tomorrow’s Longevity PlannersJoseph Coughlin, PhD, Director, Massachusetts Institute of Technology AgeLab

The Soft Side of Retirement - Michael Finke, PhD, CFP®, Professor and Frank M. Engle Distinguished Chair of Economic Security, The American College of Financial Services

CIO Insights: Navigating Investment Trends and Tomorrow's Opportunities

Moderator: Tony Davidow, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Panelists: Stephanie Link, Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors; Lisa Shalett, Chief Investment Officer, Wealth Management, Morgan Stanley

Why Health and Wealth are Two Sides of the Same Coin - Surya P. Kolluri, Head of the TIAA Institute, a think-tank within TIAA

3 Under-Utilized Tax Strategies That Can Help Grow Your Business (1 Tax & Regulations CE) - David Gordon, CPWA®, CFA®, Senior Vice President, Direct Indexing, Vestmark; Steve Siegel, JD, LLM, President, The Siegel Group

Protecting High-Profile Clients in the Digital Age - Steve Weisman, JD, Professor, Bentley University, Editor,



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Conference Testimonials

conference attendee"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise." -IWI Member
conference speaker and attendee"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers." -CPWA® Member
financial advisor audience"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement." -RMA® Member
reception pics of advisors with ce credits“AWESOME conference! I can always count on IWI to put on a terrific event.” -CIMA®& CPWA® Member
room full of advisors“I love the conference. It’s so well done and such a great representation of our industry.” -CIMA®& CPWA® Member
financial advisors listening to a speaker“Well worth the time and financial commitment.”
-CPWA® Member
conference attendee“I’ve been a member since 2005. I will continue to attend these - in person - because there is consistent value.” -CIMA® Member
financial advisors at conference 2023“I always get tremendous value from this conference. Spending time with peers is valuable and frankly elusive in many other areas.” -IWI Elite Member


Thank you to our Partners and Sponsors

Platinum Partners

Janus Henderson - IWMF AZ Macquarie SS&C


Gold Partners

Capital Group

Raymond James logo

Presenting Sponsors




Finance of America Reverse

GQG Partners Smead Vestmark

Bronze Partner

 American Century Investments


ALM/ThinkAdvisor | Baron Funds |  Envestnet | FlexShares Exchange Traded Funds | Innovator | TIFIN Wealth

Education Partners

Chicago Booth Executive Education | Yale School of Management (CIMA and CPWA)

Sponsorship opportunities are still available! Contact our sales team for more information:

Lara Davies, Director of Key Accounts & Sales Operations -;  303-850-3081 

Kelly Gormley, Director of Key Accounts -;  303-619-2977


E-mail address

Contact us

+1 303-770-3377

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