Join Us For IMCA's 2017 Investment Advisor Forum

Posted by Admin on Jan 30, 2017 5:00:00 PM

It’s no secret that financial advisors face a rapidly changing landscape in 2017. From Brexit to the new Trump administration, advisors must brace themselves and their clients for a dynamically shifting financial climate in the coming year. Are you prepared? Next week’s IMCA 2017 Investment Advisor Forum in New York, Feb. 9-10, can help advisors advance their education and their practices. It’s an excellent forum to learn from some of the top minds in the financial services industry.

Hear from:

  • Meir Statman, Ph.D., MBA, Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. Statman will be discussing the complex behavioral finance implications of moving from an accumulation to a decumulation mindset.
  • Dambisa Moyo, Ph.D., internationally recognized global economist, New York Times best-selling author, and one of ’s “world’s most influential people.” Moyo will discuss the future of the global economy, global markets and investment opportunities in the context of these shifting political dynamics and geopolitics.
  • Danny Meyer, master of hospitality, restaurateur, founder of Shake Shack, and one of ’s “Most Influential People of 2015.” Drawing on his experience creating some of New York’s most-beloved restaurants, Meyer will explain how hospitality can be a competitive advantage in the financial services industry.
  • Sheena Iyengar, Ph.D., leading Columbia Business School professor, national thought leader on choice and decision-making, and TED Talk presenter with more than four million views. Iyengar will explain the psychology of choice in the financial services industry.

If you haven’t yet registered, you should do so now! You don’t want to miss this.

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at communications@i-w.org with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at communications@i-w.org to let us know.