Investments & Wealth Forum | New York City 2022

Managing Portfolio Risk

Marriott Marquis -  Times Square

November 29-December 1, 2022




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

  • 1 Pre-Conference Workshop
  • 1 Diversity, Equity and Inclusion Reception​ ​
  • 6 General Sessions with Leading Academics and Industry Disruptors​
  • 12 Immersive Breakout Sessions with Fresh and Seasoned Industry Leaders​
  • 500 Networked and High-Profile Individuals

Who Should Attend

  • Financial advisors, financial planners, investment consultants, private wealth advisors
  • Wealth management business leaders and executives who have influence within their organization

Learning Outcomes

Attendees of this event should be able to confidently:

  • Recommend portfolio risk management strategies for clients that are actionable, repeatable and defensible
  • Incorporate alternative investment solutions, techniques and products into your investment strategies
  • Learn how to communicate effectively with clients to showcase your ability to add value regardless of current market conditions
  • Analyze historical data and evaluate new trends to futureproof your core portfolio construction methodologies


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. 


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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. 

Featured Speakers


Program subject to change

November 29, 2022 Day 1

1:00 - 6:30 pm
Registration/Information Desk Open
2:00 – 3:40 pm
Pre-Conference Session (2 Institute CE | 2 CFP CE)
Free with Registration

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

4:15 – 6:30 pm
Women in Wealth Program and Reception (2 Institute CE)
Free with Registration

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

November 30, 2022 Day 2

7:00 am – 6:00 pm
Registration/Information Desk Open
7:00 – 8:00 am
Breakfast with Sponsors and Exhibitors
8:00 – 9:15 am
General Session (1.5 Institute CE | 1.5 CFP CE)

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

9:15 – 9:30 am
Break with Sponsors and Exhibitors
9:30 – 10:20 am
Concurrent Sessions (1 Institute CE each)

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

10:20 – 10:45 am
Break with Sponsors and Exhibitors
10:45 – 11:35 am
Concurrent Sessions (1 Institute CE | 1 CFP CE each)

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

11:45 am – 12:35 pm
Concurrent Sessions (1 Institute CE | 1 CFP CE each)

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

12:35 – 1:45 pm
Lunch with Sponsors and Exhibitors
1:45 – 2:35 pm
Concurrent Sessions (1 Institute CE | 1 CFP CE each)

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.

2:35 – 3:00 pm
Break with Sponsors and Exhibitors
3:00 – 3:50 pm
General Session (1 Institute Ethics CE)

Is Active Trust-Building Ethical? - Herman Brodie, Founding Director, Prospecta Limited

4:00 – 5:15 pm
General Session (1.5 Institute CE | 1.5 CFP CE)

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

5:30 – 6:30 pm
Reception with Sponsors and Exhibitors

December 1, 2022 Day 3

7:00 am – 12:00 pm
Registration/Information Desk Open
7:00 - 8:00 am
Breakfast with Sponsors and Exhibitors
8:00 - 9:00 am
General Session (1 Institute CE | 1 CFP CE)

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

9:00 - 9:30 am
Break with Sponsors and Exhibitors
9:30 - 10:30 am
General Session (1 Institute CE | 1 CFP CE)

Are You Asking the Right Questions? - Warren Berger, Questionologist

10:30 - 10:45 am
Break with Sponsors and Exhibitors
10:45 am - 12:00 pm
General Session (1.5 Institute CE | 1.5 CFP CE)

Alternative Investments for Today’s and Tomorrow’s Market Environment -  Anastasia Amoroso, CFA®, Managing Director, Chief Investment Strategist, iCapital

Additional Pre-Recorded Sessions
Available beginning December 7, 2022

Pre-Recorded On-Demand

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

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Past Attendee
"This conference gave us actionable ideas we can take to clients."
Past Attendee
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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 
Cap Group - IWF NYC

Gold Partners

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EMQQ - IWF NYC-png Raymond James - IWF NYC


Bitwise - IWF NYC-2 CNR - IWF NYC (1) S&P Dow Jones Indices logo
  Vestmark - IWF Toronto  

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