IMCA Annual Conference Experience (ACE) Nashville - 2018 | Investments & Wealth Institute | 6 May 2018 | Music City Center, 201 5th Ave S, Nashville, TN 37203, US

Join IMCA for our esteemed Annual Conference Experience. IMCA’s Annual Conferences are the largest association gatherings of investment advisors and wealth managers in the industry, and are renowned for featuring leading authors, academics, and investment experts who serve to educate members on the latest financial trends.

At IMCA, we understand the value of continuing education and consistently offer conferences that strive to inspire and motivate. The goal is that attendees leave with a fresh perspective, with knowledge on industry topics that will help them better meet client needs and stand out from their competitors. Our 2018 Annual Conference Experience will be no exception, delivering the best educational and networking experience of the year.

Investment Management Consultants Association® was established in 1985 to deliver premier investment consulting and wealth management credentials and world-class educational offerings through membership, conferences, research, and publications. IMCA sets the global standards and practices for the investment management consulting profession and provides investment consultants and wealth managers with the credentials and tools required to best serve their clients anywhere in the world.

2018 Speakers:

Dan Ariely, Ph.D.
James B. Duke Professor of Psychology & Behavioral Economics, Duke University

Daniel Goleman, Ph.D.
Psychologist & Best-Selling Author

Pippa Malmgren, Ph.D.
Co-Founder and President, Canonbury Group & Principalis

Vikram Mansharamani, Ph.D.
Harvard University lecturer, Author, & Investor

Sharron Ash, J.D.
Chief Litigation Counsel, MarketCounsel

Tim Belber, J.D., AEP®
Principal, The Alchemia Group LLC

Christine Benz
Director of Personal Finance Morningstar, Inc.

Zvi Bodie, Ph.D.
Professor, Boston University

Noel Brown, CIMA®, CPWA®
Morgan Stanley

Diana Chambers
Family Wealth Mentortm, Family Wealth Monitoring

Marguerita Cheng, CFP®, RICP®
Blue Ocean Global Wealth

Bobby Colon, CIMA®, CAIA
Vice President, PCG Investment Products

Robert Cooper, Ph.D.
Chief Executive Officer, Cooper Strategic

Eric Cott, CRPC®
Director, Financial Advisor Education, The Options Industry Council

David Dali
Portfolio Strategist, Matthews Asia

Anthony Davidow, CIMA®
Vice President, Alternative Beta and Asset Allocation Strategist

David DeVoe
Founder and Managing Director, DeVoe & Company

Jim Dobbs, CIMA®, CFP®, CPWA®
Founder, Dobbs Wealth Management Group, LLC

Alexandra Douwes
Co-Founder, Purpose Generation

George Dunn, CIMA®
Senior Financial Advisor, Merrill Lynch Wealth Management

Beverly Flaxington, MBA
The Human Behavior Coach®

Michael Futterman
Director, Janus Henderson Labs

Ron Galloway
Researcher and Filmmaker

Brian Hamburger, J.D., CRCP
Founder, President, and CEO, MarketCounsel & Hamburger Law Firm

Douglas Holtz-Eakin, Ph.D.
Former Director, Congressional Budget Office

Tricia Kasner,
Managing Director, Dow Jones

Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Partner and Director of Research, Pinnacle Advisory Group

Glenn Kurlander, J.D.
Head of Family Governance & Wealth Education, Morgan Stanley

Julie Littlechild
Founder, AbsoluteEngagement.com

Frank Maselli
Best-Selling Author and Industry Expert, The Maselli Group

Arun Muralidhar, Ph.D.
Co-Founder, Mcube Investment Technologies LLC

Chuck Nanick
Vice President and Managing Director, Natixis Global Asset Management

John A. Nersesian, CIMA®, CPWA®, CIS, CFP®
Founder, Nersesian Wealth Education, LLC

Lara Rhame
Chief U.S. Economist, FS Investments

Russell Rhoads, CFA®
Director of Product Advancement, Cboe Global Markets

Susan RoAne
Best-Selling Author

Carol Rogers MBA, CWPA®
Managing Director, HighTower St. Louis Wealth Advisors

David Russell
Senior Vice President, Marsh Private Client Services

Kevin M. Sánchez, CIMA®, CPWA®, CFP®
Senior Institutional Consultant, UBS Consulting

Jim Sandidge, J.D.
Principal, The Sandidge Group LLC

Patrick Schussman, CFA®, CIMA®, AIF
Managing Director, Aristotle Capital Management, LLC

Ray Sclafani, PCC
Founder and Chief Executive Officer, ClientWise

Rob Shore, Founder
Wholesaler Masterminds® and shorespeak®, LLC

Steve Siegel, J.D., LL.M.
President, The Siegel Group

Craig Snyder, CIMA®, CPWA®
Head of Distribution, Union Square Capital Partners, LLC

Robert Stanich
Offering Manager, IBM Watson Financial Services

Ryan Tiernan AIF®, CIMA®, CRPC®, CRP®
National Accounts Manager, American Funds, part of Capital Group

Mike Van Wyk
VP Customer Research & Insights, Capital Group

Alexander Wagner, Ph.D.
Professor of Finance, Swiss Finance Institute, University of Zurich

Leslie Walters, CIMA®
First Vice President, Morgan Stanley Wealth Management

Robert Whaley, Ph.D.
Valere Blair Potter Professor of Management and Director of the Financial Markets Research Center, Owen Graduate School of Management, Vanderbilt University

Carter Williams
President and CEO, iSelect Fund

David York, Esq.
CPA, Co-Founder and Managing Partner, York Howell & Guymo

2018 Sponsors and Partners:

PLATINUM:
• Capital Group
• Nationwide
• Russell Investments
• TD Ameritrade Institutional

GOLD:
• Raymond James

SILVER:
• PowerShares

BRONZE:
• Charles Schwab
• Janus Henderson Investors
• Thrivent Mutual Funds
• Diamond Hill Capital Management, Inc.
• Matthews Asia
• Vanguard
• DWS
• Nuveen
• William Blair

CONFERENCE:
• Brighthouse Financial
• SMEAD Capital Management
• Select Sector SPDRs

EXHIBITORS:
• AB
• Aristotle
• Commonwealth Financial Network
• Envestnet, Inc.
• Financial Advisor IQ
• Financial Planning Network
• GuideStone Funds
• Institutional Investor Journals
• John Hancock Investments
• KraneShares
• Mairs & Power
• Morningstar, Inc.
• Oberweis Asset Management, Inc.
• Pendleton Square Trust Company
• S&P Dow Jones Indices
• TCW
• Wasatch Funds
• Yale School of Management
• Aberdeen Standard Investments
• Ave Maria Mutual Funds
• Discovery Data
• Envestnet | Tamarac
• Financial Advisor Magazine
• Foundation Source
• HighTower
• InvestmentNews
• JVM Realty Corporation
• LifeYield LLC
• MFS Investment Management
• Natixis Investment Managers
• Olive & Cocoa
• Portfolio+ by Direxion
• Seafarer Capital Partners
• Thompson Investment Managment, Inc.
• WealthManagement.com
• Angel Oak Capital Advisors
• Black Diamond by SS&C Advent
• Eaton Vance
• Fidelity Clearing & Custody Solutions
• Financial Media Group
• Goldman Sachs Asset Management
• Hotchkis & Wiley
• IPS Strategic Capital
• Kopernik Global Investors
• Litman Gregory Asset Management
• Money Management Institute
• New York Life Annuities
• Orion Advisor Services, LLC
• ProShares | ProFunds
• State Street Global Advisors
• Thornburg Investment Management
• Wharton Executive Education