IMCA to Hold 2014 Annual Conference in Boston, May 4-7

Advanced Investment Strategist Certificate program to be offered simultaneously at nearby venue.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friendRepost This
“There’s no beginner’s track at our conference, nor are there paid-product presentations. The content is completely peer-reviewed and geared towards the advanced investment professional."

Denver, CO (PRWEB) April 09, 2014

Investment Management Consultants Association® (IMCA®) will hold its 2014 Annual Conference at the Hynes Convention Center in Boston, May 4-7. Simultaneous to the Annual Conference, interested investment consultants can complete the Advanced Investment Strategist Certificate program at the nearby Sheraton Boston.    

The 2014 Annual Conference boasts an impressive lineup of speakers from leading universities, such as Carnegie Mellon, Duke, Harvard and Princeton, as well executives from major financial firms, including Wells Fargo, UBS, J.P. Morgan Investment Management and BlackRock. Statistician Nate Silver and Princeton University professor Alan Blinder are among the notable keynote speakers. Super Sessions and Workshops will feature industry leaders sharing their knowledge on a range of wealth management issues—from strategies for communicating with different generations of clients, to opportunities in alternative investments, to retirement and tax planning.

A pre-conference workshop on ethics, led by veteran financial advisor Dan Candura, will be offered for continuing education credit for both the IMCA ethics requirement and the CFP Board ethics continuing education requirement.

“There’s no beginner’s track at our conference, nor are there paid-product presentations,” said Brian Ullsperger, Chair of IMCA’s Annual Conference Committee. “The content is completely peer-reviewed and geared towards the advanced investment professional.”

Across the street, IMCA will be offering the Advanced Investment Strategist Certificate in Portfolio Risk Management. Professors from top business schools, along with experienced industry practitioners, will lead a series of application-oriented sessions to help advisors better understand how to manage client portfolios in today’s uncertain economy. Space for the certificate program is limited to 100 people. Certain sessions of the Annual Conference will be open to certificate program attendees.

For more information, including a full list of speakers and the schedule of events, visit http://www.IMCAAnnualConference.org.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,000 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2013, IMCA conferences and workshops hosted more than 4,000 attendees. The IMCA 2014 Annual Conference is scheduled for May 4‒7 at the Hynes Convention Center in Boston. Visit http://www.IMCA.org for more information about the benefits of IMCA membership, conferences, and educational and sponsorship opportunities.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA® , Certified Investment Management Analyst® , CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.


Contact

  • Mo Shafroth
    Investment Management Consultants Association
    +1 (720) 239-1263
    Email