Given the level of uncertainty in the marketplace, financial advisors need fresh alternatives and solutions to combat inflation and identify channels that will yield stronger results. With market performance shifts looming, clients will need more guidance from advisors who can speak to these market changes. The Investments & Wealth Forum - New York City will provide a 360-degree approach to portfolio construction using alternative investments and proven behavioral finance techniques. 

Investments & Wealth Institute is the premier association for financial advisors and partners with the top executive education schools in the world to feature Ivy League-quality education with practical application. Conference content is driven by the Certified Investment Management Advisor® (CIMA®) certification, which is brought to you in partnership with Yale School of Management and The University of Chicago Booth School of Business.

yale_logo_square Chicago-Booth-logo-horz-RGB


What to Expect

The Investments & Wealth Forum - New York City is the gathering place for elite advisors who want to learn about the latest tools, techniques and strategies being used in the investment management industry.

With inflation the highest it's been in 30 years, and mounting fears around a recession, managing portfolio risk for your clients is more important than ever.

Your Experience

  • 6 General Sessions with Leading Academics and Industry Disruptors​
  • 12 Breakout Sessions with Fresh and Seasoned Industry Leaders​
  • Up to 20 CE hours

Learning Outcomes

Attendees of this event should be able to confidently:

  • Recommend portfolio risk management strategies for clients that are actionable, repeatable and defensible
  • Evaluate traditional and alternative investment strategies, techniques and products
  • Navigate investor biases in order to effectively communicate and deliver sound investment advice


On-Demand Registration


Available through May 30, 2023


*Signature and Elite members: your 25% or 40% discount will be automatically reflected in your cart. Want to save 25% or 40% on your registration? Upgrade your Institute membership. Click here to learn about all the benefits of membership. 


BOOK WITH CONFIDENCE – Our Protection Promise to You!
To provide you with assurances about your plans to attend future in-person Institute events, we have made several arrangements to give you peace of mind. Click here to learn more. 

Featured Speakers

On-Demand Available Sessions

Program subject to change

Pre-Conference Session (2 CE)

Tales from the Crypt-O

Moderated by: Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute

Panelists Include: Adam Blumberg, CFP®, Co-Founder, Interaxis, Ric Edelman, Founder, Digital Assets Council of Financial Professionals, and Jeffrey Park, CFA®, Active Portfolio Manager, Bitwise Asset Management

General Sessions

An Axis of Autocracy and a New Geopolitical and Investment Reality (1.5 CE) - Jonathan Pain, Director of JP Consulting NSW Pty Ltd, Author, The Pain Report

Is Active Trust Building Ethical? (1 CE) - Herman Brodie, Founding Director, Prospecta Limited

The Science of Emotional Intelligence and Resilience (1.5 CE) - Emma Seppälä, PhD, Best-Selling Author, Yale Lecturer

Investing When Inflation Soars, and the Fed Turns Aggressive (1 CE) - Richard Marston, PhD, James R. F. Guy Professor Emeritus of Finance, The Wharton School

Are You Asking the Right Questions? (1 CE) - Warren Berger, Questionologist

Alternative Investments for Today's and Tomorrow's Market Environment (1.5 CE) - Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital

Breakout Sessions

Did It Make A Difference? Managing and Measuring ESG Risks and Outcomes (1 CE) - Mark Sloss, Founder & CEO, Regenerative Investment Strategies, LLC (RIS)

Presenting Finance is Over (1 CE) - Long Live Advice Engagement - H. Adam Holt, CFP®, ChFC®, Founder and CEO, Asset-Map

In Today's Market Environment... Advisors Need an Alternative Toolbox (1 CE) - Tony Davidow, CIMA®, President & Founder, T. Davidow Consulting, LLC

No Portfolio is an Island (1 CE) - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions

Investing in a World of Uncertainty (1 CE) - David Lebovitz, Managing Director, Global Market Strategist, J.P. Morgan

Currency Matters - Methods for Managing Currency Risk (1 CE) - Warren Naphtal, Co-Founder and CIO, P/E Investments

The Psychology of Intergenerational Wealth Preservation (1 CE) - Sarah Newcomb, PhD, Behavioral Economist, Morning Star

Leveraging Modern Risk Management Approaches to Position for Suitable Risk in any Market Environment (1 CE) - Chris Scott-Hansen, Managing Director, Morgan Stanley Wealth Management

Pre-Recorded Sessions

Efficiently Diversifying Your Drawdown Strategies (1 CE) -  Schyler Adams, Director, Advanced Strategies and Planning Platforms, Allianz Life Insurance Company of North America

Vintage Year Diversification Across Market Cycles (0.5 CE) - Greg Brousseau, Co-Head and Co-Chief Investment Officer of Wealth Solutions, Macquarie Asset Management (MAM)

Risk Management in Digital Assets Investing (0.5 CE) - Jeffrey Park, CFA®, Active Portfolio Manager, Bitwise Asset Management

Fixed Income: Macro, Markets, Actionable Ideas and Portfolio Construction; Navigating a Rapidly Changing World (1 CE) - Harry Phinney, Fixed Income Director, Capital Group

Managing Active Risk with Passive Vehicles (1 CE) - Craig Lazzara , CFA®, Managing Director, Core Product Management, S&P Dow Jones Indices

"I've been a CIMA® for nearly 20 years. Investments & Wealth Institute is where I go to sharpen the saw."
Past Attendee
"This conference gave us actionable ideas we can take to clients."
Past Attendee
"I’ve always raved to my peers at how wonderful I feel Investment & Wealth Institute’s CE is, so you’ve set the bar high."
Past Attendee
"I have attended this conference in NYC for 20 years. It is always excellent and worthwhile."
Past Attendee

Thank you to our Partners and Sponsors

Platinum Partners 

Gold Partners

Allianz - IWF NYC-png

EMQQ - IWF NYC-png Raymond James - IWF NYC


Bitwise - IWF NYC-1 CNR - IWF NYC (1) S&P Dow Jones Indices logo
  Vestmark - IWF Toronto  

Bronze Partners


E-mail address

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors