Only Two Weeks Away – Investment Advisor Forum, NYC, Jan. 16-17

Posted by Admin on Jan 1, 2018 5:00:00 PM
With major overhauls to our tax system and a rapidly changing global landscape, this year’s Investment Advisor Forum is not to be missed. To better prepare you for what’s on the horizon, join the nation’s leading economists, investment strategists, and financial services thought leaders as they discuss timely and impactful issues at the Investment Advisor Forum 2018, Jan. 16-17, Marriott Marquis, New York, NY.
Speakers and topics include:
  • Stephen Dubner, award-winning co-author of the book series, will focus on using unconventional analysis to bring to life the counterintuitive questions that everyone wants to ask in business, but don’t. In doing so, he will share new ways to create behavioral change and help advisors discover incentives that work.
  • Stephanie Kelton, professor of economics and public policy, Stony Brook University, will examine the prospects for continued growth as the recovery enters its 103rd month – and whether we should worry about debt, deficits, and the national debt.
  • John Diehl, senior vice president, strategic markets, Hartford Funds, will explore the impact of technology on the way we age, from living longer to living better through a new economy of “connections.”
  • Paul Sullivan, journalist and author of , will explain how “the meaning of money” impacts the mindset of high-net-worth individuals and the way they perceive saving, spending, and philanthropy.
  • Kevin Kajiwara, co-president, Teneo Intelligence, will discuss long-term geopolitical trends and their market implications, including emerging trends investors should watch.
  • David Semple, portfolio manager for emerging markets equity strategy, VanEck, will examine what changes in emerging markets means for investors.
  • Greg Valliere, chief political strategist at Horizon Investments, will offer a wide-ranging review of key policy issues related to President Trump’s agenda.

“The expectation for expertise and professionalism in the industry is continuously rising, and the Investments & Wealth Institute’s Investment Advisor Forum offers a unique and important perspective for practical knowledge,” said Devin Ekberg, CPWA®, CFA®, managing director of education. “Institute conferences include sessions and speakers who are selected by advisors, for advisors. There is no pay to play.”

Register now and be eligible to participate in our post-conference session on Tax Reform, Jan. 16, 1–3 p.m, with attorney Steve Siegel, The Siegal Group.


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