New York Hilton Midtown
New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, USA
Event Date Mon Feb 11 EST - Tue Feb 12 EST (6 months ago)
Location New York Hilton Midtown
1335 6th Ave, New York, NY 10019, USA
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 the Institute's Investment Advisor Forum.


2019 Speakers

Toby Moskowitz, Ph.D.,
Professor of Finance, Yale School of Management

Andrew Friedman
Founder & Principal, The Washington Update

Jim Sandidge
Principal, The Sandidge Group LLC

Patrick Nolan
Senior Portfolio Strategist, BlackRock Portfolio Solutions Team

Herman Brodie
Founding Director, Prospecta Ltd.

Malcolm Frank
Executive Vice President, Cognizant

Brad Armstrong
Partner, Lovell Minnick Partners

Todd Harrison
Founding Partner and Chief Investment Officer, CB1 Capital

Jerry L. Hulick
CLU, ChFC®, ChSNC®, CLTC®, Owner & Principal, Caring Consulting Group

Steve Cain
Director Sales & Business Development Leader, LTCI Partners

Bob Rice
Managing Director, Tangent Capital

Jerry Hulick
Senior Planner, The Washington Group Special Care Planning Team

George Walper
President, Spectrem Group

David Kelly
Chief Global Strategist, J.P. Morgan

Richard Marston
James R. F. Guy Professor of Finance, The Wharton School, The Wharton School, University of Pennsylvania

Diana Henriques
Financial Journalist

Sponsors & Partners

2019 Sponsors

• Capital Group
• Ameritrade


• Cambridge
• Charles Schwab Advisor Services
• Nuveen
• Select Sector SPDRs
• Thrivent Funds
• Vanguard
• Wells Fargo Advisors Financial Network
• William Blair

• Nationwide

• Voya Investment Management
• The University of Chicago, Booth School of Business