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Event Date | Tue Jan 16 EST - Wed Jan 17 EST (almost 7 years ago) |
Location |
New York Marriott Marquis
1535 Broadway, New York, NY 10036, US |
Region | Americas |
The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at IMCA's 2018 Investment Advisor Forum.
2018 Speakers:
Stephen Dubner
Freakonomics
Katherine Ellis Nixon
Executive Vice President and Chief Investment Officer, Northern Trust
Katherine Ellis Nixon, CFA, CIMA®, CPWA®
Northern Trust
Toby Moskowitz, Ph.D.
Yale School of Management
Kevin Kajiwara
Co-President, Teneo Intelligence
Paul Sullivan
Author, and Journalist, New York Times
Peter Conti-Brown
Assistant Professor, The Wharton School at the University of Pennsylvania
John Diehl
Senior Vice President, Strategic Markets, Hartford Funds
Adam Johnson
Founder and Author, Bullseye Brief
Stephanie Kelton
Professor of Economics and Public Policy, Stony Brook University
Justin Rockefeller
Global Director, Addepar
Debbie McCoy
Managing Director, BlackRock
Jeffrey Kleintop
Senior Vice President and Chief Global Investment Strategist, Charles Schwab
Dan Morehead
Founder, Former CEO of Atriax, Pantera Capital Management LP
Kimberley Paris
Impact Investing Director, Merrill Lynch
Bob Rice
Managing Director, Tangent Capital Partners, LLC
Dan Seivert
Managing Partner and Founder, Echelon Partners
David Semple
Portfolio Manager for Emerging Markets Equity Strategy, VanEck
Gregory Valliere
Chief Political Strategist, Horizon Investments
Mark Yusko
Founder, Chief Executive Officer, Morgan Creek Capital Management
2018 Partners:
PLATINUM:
• Nationwide
• Russell Investments
• TD Ameritrade
GOLD:
• Raymond James
SILVER:
• Power Shares
BRONZE:
• Charles Schwab
• Select Sector SPDRs
• Vanguard
• William Blair
• Diamond Hill Capital Management, Inc.
• Thrivent Mutual Funds
• Wells Fargo Financial Network
EXHIBITORS:
• Hartford Funds
• Janus Capital Management
• KraneShares