IAA Leadership Conference 2019 | Investment Adviser Association | 25 September 2019 | JW Marriott Nashville, 201 8th Ave S, Nashville, TN 37203, USA

View for the C-Suite – the Investment Adviser Association's 2018 Leadership Conference – takes place in Dallas on September 26-28. The conference brings together executives from investment advisory firms across the nation and provides a special opportunity to explore industry trends, exchange ideas, and develop valued relationships with IAA members and other SEC-registered investment advisers. The program is designed to address the biggest challenges facing investment advisers, featuring nationally known speakers at the top of their fields. Arguably the most popular feature of the conference has been its breakout sessions, where executives can join colleagues who are from similar firms or who share similar business interests, to discuss – with industry experts and with one another – the issues that challenge them.

The 2019 IAA Leadership Conference will take place in Nashville on September 25-27. Registration will open in early Summer 2019.

2019 Speakers

Richard Adler
Founder of Red Arrow Capital

Karen L. Barr
President & CEO of the Investment Adviser Association

Rush Benton CFA
Senior Director and Wealth Management Practice Leader at CAPTRUST

Christine C. Carsman
CEO and the Executive team

Matthew R. Crow, CFA, ASA
President of Mercer Capital and leads the Investment Management Industry team

Nathaniel Dalton
Founders, a Senior Advisor and a Director of Affiliated Managers Group, Inc.

Tom Douglas
Oglethorpe University

Mitchell W. Goldberg
Partner at Berger Singerman and a member of the firm’s Business, Finance & Tax Team

Jennifer Goldman, CFP
Quality Control Manager, COO, Business Developing Advisor, FPA New England Education Chair, and Town Finance Committee

Catherine Halberstadt
Co-President and Co-CEO at Osterweis Capital Management

Kenneth R. Hoffman
Managing Director and President of Optima Group, Inc

Matthew Kishlansky
Principal with GenTrust. He is responsible for the development and management of the institutional business relationships at the firm,

Arthur B. Laffer
Founder and chairman of Laffer Associates, an institutional economic research and consulting firm

Bonnie McCullough, CPA
Chief Financial Officer, Captrust

Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking at Raymond James

Debbie Noury
Senior Director of the Elder Financial Investigations team at Fidelity Investments

Bonnie E. Orlowski, CAIA
Head of consultant relations and financial intermediaries for Ariel Investments

Mano Rupra CHRL, PCP
Client Success Manager at The McQuaig Institute

Preston R. Sargent
Executive Vice President at Bailard and the President and CEO of the Bailard Real Estate Fund

Jay Soave
Managing Principal for Cadence Capital Partners

Steven M.H. Wallman
Founder and CEO of Folio Financial, Inc

Amy Walter
National Editor of the Cook Political Report and Host of WNYC’s The Takeaway Fridays

2019 Sponsors, Supporters and Exhibitors

OPENING RECEPTION SPONSOR:
• Fidelity Clearing & Custody Solutions

SUPPORTER:
• CAPTRUST Financial Advisors

EXHIBITORS:
• Hardin Compliance Consulting LLC
• InvestCloud
• Kemark Financial Services, Inc
• QuoteMedia
• Red Oak
• Renaissance Regulatory Services
• Advent
• Sound Income Strategies
• Telemet America, Inc.