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.
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.
Attendees of this event should be able to confidently:
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
Planning for Investment Risk in Today’s Market
Moderated by: Christine Gaze, CIMA®, CFP®, Founder & Managing Partner, Purpose Consulting Group and Tony Davidow, CIMA® , President & Founder, T. Davidow Consulting, LLC
Panelists Include: Leslie Geller, Wealth Strategist, Capital Group, Joyce Huang, CFA®, Vice President, Senior Client Portfolio Manager, American Century Investments Sarah Abernathy, CFA®, CAIA® , Senior Investment Analyst - Multi-Asset Research, Envestnet, Daren Pippio
Senior Vice President, Advisory Strategy and Business Development,
Raymond James and Kate Boucher, Vice President, Head of Advisor Sales, Goldman Sachs Asset Management
An Axis of Autocracy and a New Geopolitical and Investment Reality - Jonathan Pain, Director of JP Consulting NSW Pty Ltd, Author, The Pain Report
Did It Make A Difference? Managing and Measuring ESG Risks and Outcomes (1 CFP CE) - Mark Sloss, Founder & CEO, Regenerative Investment Strategies, LLC (RIS)
Presenting Financial Plans Is Over - Long Live Advice Engagement - H. Adam Holt, CFP®, ChFC®, Founder and CEO, Asset-Map
2023 Global Market Outlook: Sectors, Managing Risks and Finding New Opportunities (1 CFP CE) - Brian Kersmanc, Portfolio Manager, GQG Partners
In Today's Market Environment... Advisors Need an Alternative Toolbox - Tony Davidow, CIMA®, President & Founder, T. Davidow Consulting, LLC
No Portfolio is an Island (1 Institute Tax & Reg CE) - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions
Rethinking Emerging Markets: Where the Next Decade of Global Growth Is - Kevin T. Carter, Chief Investment Officer & Founder, EMQQ Global
Investing in a World of Uncertainty - David Lebovitz, Managing Director, Global Market Strategist, J.P. Morgan
Currency Matters – Methods for Managing Currency Risk - Warren Naphtal, Co-Founder and CIO, P/E Investments
Personalization: When Nothing Else Works (1 Institute Tax & Reg CE) - David Gordon, CPWA®, CFA®, Senior Vice President, Direct Indexing, Vestmark and Gavin Romm, Senior Vice President and Head of Fixed Income, SMA Solutions, AllianceBernstein
The Psychology of Intergenerational Wealth Preservation - Sarah Newcomb, PhD, Behavioral Economist, Morningstar
Leveraging Modern Risk Management Approaches to Position for Suitable Risk in any Market Environment - Chris Scott-Hansen, Managing Director, Morgan Stanley Wealth Management
Telling the Impact Story of a Client Portfolio Joy Facos, SVP, Head of Sustainable Investing Private Client Group, Raymond James Financial, Inc.
Is Active Trust-Building Ethical? - Herman Brodie, Founding Director, Prospecta Limited
The Science of Emotional Intelligence and Resilience - Emma Seppälä, PhD, Best-Selling Author, Yale Lecturer
Investing When Inflation Soars, and the Fed Turns Aggressive - Richard Marston, PhD, James R. F. Guy Professor Emeritus of Finance, The Wharton School
Are You Asking the Right Questions? - Warren Berger, Questionologist
Alternative Investments for Today’s and Tomorrow’s Market Environment - Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital
Efficiently Diversifying Your Drawdown Strategies (1 Institute CE | 1 CFP 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 at 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."
"This conference gave us actionable ideas we can take to clients."
"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."
"I have attended this conference in NYC for 20 years. It is always excellent and worthwhile."