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.

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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 discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 


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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. 

On-Demand Available Sessions

Program subject to change

General Sessions

Around the World in 60 minutes: Global Economic Update (1.5 CE) - Jonathan Pain, Director of JP Consulting NSW Pty Ltd, Author, The Pain Report

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

The Trust Mandate (1 CE) - Herman Brodie, Founding Director, Prospecta Limited

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

Breakout Sessions

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

Session #1 (1 CE)

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

"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

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EMQQ - IWF NYC-png Raymond James - IWF NYC


Bitwise - IWF NYC-1 CNR - IWF NYC (1)
  Vestmark - IWF Toronto  
Bronze Partners


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+1 303-770-3377

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