IWI Experience 2024 | Investments & Wealth Institute | 7 April 2024 | The Wynn Las Vegas, 3131 Las Vegas Blvd S Las Vegas, NV 89109, USA

The year's premier event for wealth advisors and thought leaders from across the investment industry. The event connects advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders.

Over 3 1/2 days more than 1,000 industry leaders and advisors will gather in Las Vegas - a city known for never standing still. Attendees earn up to 21 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction, differentiating their business, and delivering better investment outcomes.

Join us as we:
• Analyze industry challenges and market opportunities
• Discuss what's next for the wealth planning industry, and what advisors need to do now
• Deliver the tools and skills needed to better serve sophisticated, affluent clients

Conference tracks & session types:
• Acquire the tax planning expertise essential to meeting - and exceeding - your clients' tax needs and helping them keep more of what they earn. Stay up to date on the latest regulatory changes to expertly and prudently navigate the intricacies of today's (and tomorrow's) tax regulations.
• Analyze the opportunities and drawbacks of alternative investments in today's market environment - from venture capital to private credit, from crypto to real estate. Gain valuable insights on portfolio construction and balancing long term income and growth drivers with tactical opportunities.
• These sessions will give you the tools and skills to retain the next generation of clients while creating a lasting financial legacy for their families. Assess the optimal strategies for preserving and growing family wealth based on each client's unique circumstances and goals and the impact of legal and regulatory factors. Learn how to integrate disciplined planning with support of successive generations' values, and aspirations.
• From cultivating client relationships to enhancing client satisfaction and attracting and retaining talent, these sessions focus on the best practices of high-performing firms. Learn how to integrate the human elements of success with operational efficiency and process cost effectiveness.
• Secure a prime spot to gain insights from internationally recognized speakers, luminaries, and industry experts. Our general sessions and keynotes delve into topics impacting every conference attendee, ranging from global and national.
• For in-depth exploration beyond a mere 60 minutes, join our interactive workshops—whether pre-conference or covering subjects like Ultra High Net Worth (UHNW) and family office dynamics, institutional consulting strategies, and ethical considerations.
• Harnessing our collective expertise, our "Planning in Practice" sessions are dynamic problem-solving forums. Engage with peers, exchange ideas, and collaboratively tackle client scenarios in these interactive sessions.
• Experience Ed (Education) Talks—concise, impactful presentations designed to deliver actionable insights directly applicable to your practice.

2024 Speakers

Rashmi Badwe
Chief Operating Officer, Wealth Management, TIAA

Danielle DiMartino Booth
CEO and Chief Strategist, QI Research

John Bowen
Founder and Chief Executive Officer, CEG Worldwide

Ian Bremmer
President & Founder, Eurasia Group & GZERO Media

Gray Bullard
Account Manager and Enrollment Counselor

Rick Casagrande
Team Lead, Portfolio Advisory, Invesco

Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic

Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Joe Coughlin
Director, Massachusetts Institute of Technology AgeLab

Alessio de Longis
Head of Investments, Solutions, Invesco

Sara Dorosti
Senior Wealth Strategist, Comerica Bank

April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Leslie Geller
Wealth Strategist, Capital Group, home of American Funds

Emily Gray
Managing Director, Product Management – Custom Core, Parametric

Mo Haghbin
Head of Solutions, Multi-Asset Strategies, Invesco

Timothy D. Hauser
Deputy Assistant Secretary of Program Operations of the Employee Benefits Security Administration, U.S. Department of Labor

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Earl Hunt
Chairman and Chief Executive Officer, Apollo Debt Solutions

Jill Jensen
Managing Director, Alternative Specialist, Nuveen

Amanda Jacobi
Vice President and Manager, Territory Sales, American Century Investments

Hoon Kim
Founder and Chief Investment Officer, Quantinno Capital Management

Kieran Kirwan
Director of Investment Strategy, ProShares

Annalee Kruger
President, Owner, and Founder, Care Right Inc.

Mike Kurz
Director of Programs, Investments & Wealth Institute

Paul S. Lee
Chief Tax Strategist, The Northern Trust Company

Brian Levitt
Global Market Strategist, Invesco

Vince Lorusso
President and Chief Executive Officer, Partner and Portfolio Manager, Clough Capital Partners

Kristine McManus
Vice President, Chief Advisor Growth Officer, Commonwealth

Liz Michaels
Managing Director, BlackRock, Co-Head, Aperio

Ashley Murphy
Cross-border financial advisor, Arete Wealth Strategists Australia

Betsy Myers
Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati

Annette Nellen
Professor and Director of the MST Program, San José State University

John Nersesian
Head of Advisor Education, PIMCO

Noel Pacarro-Brown
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

Steve Parrish
Co-Director, Center for Retirement Income, The American College of Financial Services

Judith Pearson
Family Office and Trustee Liability Group Leader, Woodruff Sawyer

Alanah Phillips
Founder, Troublemaker, Advisor Launch Lab

Betsy Piper/Bach
President, ASAE Business Services

Robert Powell III
Editor-in-Chief, Retirement Management Journal

Peter Repetto
Vice President, Investment Strategist, iCapital

Steve Resch
Vice President, Retirement Strategies, Finance of America Reverse

Ross Riskin
Chief Learning Officer, Investments & Wealth Institute

Jeff Rodriguez
President, 360One

Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Kevin Sanchez
Senior Vice President - Investments, Morgan Stanley Graystone Consulting

Michael Sandel
Political Philosopher, Professor of Government, Harvard University

Kyla Scanlon
Founder, Bread

David Selbovitz
Head of Portfolio Strategy and Analytics, MassMutual Investments

Raj Sharma
Managing Director—Wealth Management, Head of the Sharma Group, Private Wealth Advisors, Merrill Lynch Private Banking and Investment Group

Steve Siegel
President, The Siegel Group

Roger D. Silk
CEO and Co-founder, Sterling Foundation Management

Corey Silva
Senior Vice President, Bluerock Capital Markets

Miguel Sosa
Client Portfolio Manager, Head of Market Research and Strategy, Bluerock

Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy

Bruce Stewart
Managing Partner and Chief Investment Officer, SRS Family Office Advisory

Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab

Sandra Testani
Head of ETF Product and Strategy, American Century Investments

Margaret Towle
Founder and Chief Executive Officer, Yakima River Partners

Marty Verdick
Senior Director, Washington National Tax Office, RSM US LLP

Scott Welch
Founder, UnconstrainedThought

David Wu
Head of AI & Knowledge Management, Morgan Stanley Wealth Management