CFA Institute Annual Conference 2017

For 70 years, CFA Institute has brought you the latest thinking, expert opinions, thought leadership, and unrivaled networking opportunities through our Annual Conference. It is the investment industry’s largest and longest-running educational gathering of investment professionals, attracting as many as 2,000 delegates from 70 countries and territories in recent years. Don’t miss out on this unparalleled opportunity to:

  • Learn from noted economists, best-selling authors, leading researchers, and successful practitioners;
  • Refresh and hone your skills with new ideas and research on a full range of investment topics;
  • Meet and network with investment peers from around the world;
  • Explore global and regional financial trends; and
  • Examine new investment opportunities and risks.

NAPFA Spring Conference – West 2017

NAPFA conferences are high-intensity events packed with educational events, keynote speakers who lead the industry, and opportunities to learn and share with your peers.
Our fee-only focused events vary from our largest National Conference to offering more intimate opportunities to refine your craft.  Whether you want to take some core courses, learn more about communications, key into the best practices for your business, or simply learn more about becoming a NAPFA firm, we have the know-how and an event to suit you.

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.


NAAIM Uncommon Knowledge National Conference 2017

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.


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

CFA Institute Wealth Management Conference 2018

The 2018 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.

Stay after and attend a specialized workshop on the Practical Implementation of ESG for Private Clients.

View the agenda and speakers from Wealth Management 2017.

Topics


ICI Mutual Funds and Investment Management Conference 2017

The Mutual Funds and Investment Management Conference, sponsored by ICI and the Federal Bar Association, is the fund industry’s premier legal conference. Spanning three days, the conference offers panel discussions and keynote speakers addressing a wide range of regulatory and legislative issues affecting the fund industry. The conference also is designed to offer numerous opportunities for networking, through conference receptions and outside firm-sponsored events.


CFA Institute Wealth Management Conference 2017

The 2017 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.


ABA Wealth Management and Trust Conference 2017

Capitalize on Change

From advances in Fintech to regulatory developments, a range of changing dynamics have been transforming the Wealth Management and Trust industry. Now is the time to move forward and embrace challenges. The 2017 ABA Wealth Management and Trust Conference has your roadmap.

Join us in New Orleans -- on the eve of Mardi Gras -- for the one-of-a-kind industry event focused on the future of your business. You'll examine how today's Wealth management and Trust developments intersect with your business goals while unlocking opportunities to evolve, innovate and capitalize on change. ​


IMCA Investment Advisor Forum 2017

Investment advisors face a rapidly changing landscape in 2017 - new presidential leadership, Brexit implications, the race for resources, the Department of Labor’s fiduciary rule, and more. Are you ready?