IMCA Annual Conference Experience 2017

Ready for a challenge that expands your knowledge?  Encourages you to innovate?  And, strengthens your ability to work effectively with clients?  Learn with the “best of the best” at one of the nation’s “must attend” conferences for investment and wealth professionals, IMCA's 2017 Annual Conference Experience at the San Diego Convention Center.

Move beyond inspiration.  Get the advanced knowledge and practical skills needed to meet the challenges of change with the world’s top thought leaders in investment and wealth management, as they share insights about trends, strategies, and techniques for growth.  Not for novices, this industry acclaimed conference will help you uncover fresh solutions with experts in focused tracks, where you choose the sessions aligned with your interests.

Choose from:  Advanced Investment Strategies, Private Wealth Advice, Business Development Strategies, Institutional Investing, and/or Wholesaling - Art and Science.


Morningstar Investment Conference 2017

Morningstar presents the latest developments on financial advice from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.


JV Events Group Liquid Alternative Strategies Summit 2017

A new President, policies in transition, rising rates and unexpected changes to the world economic order – how do investors position their portfolios? What new investment opportunities may arise and what can be done to mitigate ever-changing risks? With equities fully valued and recent draw-downs in conventional bonds, traditional investments may be facing growing pressures. Investment professionals will need to move beyond simplistic solutions in portfolio construction.

In the new investment regime, Liquid Alternatives may offer potential tools for risk managment, additional sources of return and diversification. Our conference will provide an in-depth review of the broad spectrum of Liquid Alternative strategies and their potential role in an evolving investment environment.

Our program centers around two key tasks for allocators using or considering Liquid Alternatives: picking the right strategies as well as picking the right managers. Investment professionals will be part of a highly engaging and substantive day of research and due diligence. The program is a unique opportunity to hear from a broad range of leading Liquid Alts portfolio managers and ask them how their strategies work, what are the risk/reward characteristics and how their funds best fit into a broader portfolio.

We will also address the three key issues most on investment professionals minds:

  • Fee compression
  • Taxes
  • Capturing alpha/beating the benchmark

ADISA Spring Conference 2017

Designed for all industry professionals who sponsor, analyze, market, distribute or sell alternative investments, ADISA's Spring Conference will feature key industry experts, educational panels and topical presentation.

  • Attend to receive timely regulatory updates, valuable compliance information, and to learn the latest on different investment products, programs and more
  • Continuing Education Credits will be available
  • Conference attendance is balanced, representing all sponsors, service providers and funding sources
  • Ample time for networking will be available

ALTSLA Conference 2017

The West Coast's Premier Alternative Investment Conference

Join the industry’s leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the 3rd annual ALTSLA Conference.


Context Summit Miami 2017

As the preeminent producer of events for the alternative asset management industry, Context Summits focuses on elevating the conference experience through an innovative format where targeted relationship building leads to unmatched results.

Context Summits facilitates the strategic relationship building needed to drive success and grow assets. A pioneer of the one-on-one ‘summit’ format, Context utilizes an innovative approach to deliver effective, transparent and enhanced networking events for managers, allocators and investors. Through its systematic approach, Context is able to attract high-quality attendees, making meetings efficient and productive.