Best of IMCA Series Kicks off Next Week

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Four regional events feature noted academics and advanced industry practitioners

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With insight from both academics and industry practitioners, Best of IMCA offers tremendous value to today’s advisors seeking relevant education without sacrificing significant time away from their practice.

Investment Management Consultants Association® (IMCA®) announced today that its 2015 Best of IMCA series comes to life next week, starting in Detroit on May 19. The Best of IMCA events provide a day of expert insight delivered in a regional setting by noted finance and economics academics and advanced practitioners.

“With insight from both academics and industry practitioners, Best of IMCA offers tremendous value to today’s advisors seeking relevant education without sacrificing significant time away from their practice,” said Sean R. Walters, CAE, IMCA’s executive director and CEO. “Delivering a full day of convenient investing and wealth management education gives attendees actionable ideas to implement into their businesses right away.”

Next week’s Best of IMCA in Detroit features two speakers who headlined IMCA’s 2015 Annual Conference in Las Vegas last month: Professor Richard Marston, PhD, of The Wharton School, University of Pennsylvania, will present Investing for a Lifetime: Strategies for Saving and Managing Wealth; Scott Welch, CIMA®, founder of UnconstrainedThought, will present Six Habits of Highly Successful Advisors.

The four 2015 Best of IMCA locations and speakers are:

  •     Detroit on May 19, featuring Richard Marston, PhD and Scott Welch, CIMA®.
  •     Dallas on July 15, featuring Paul Tiffany, PhD, Haas School of Business, University of California, Berkeley and Anthony B. Davidow, CIMA®, Schwab Center for Financial Research.
  •     Atlanta on August 6, speakers TBD.
  •     San Francisco on October 30, speakers TBD.

Best of IMCA is one of several offerings on IMCA’s 2015 educational calendar. IMCA’s 2015 Annual Conference in Las Vegas hosted nearly 1,800 attendees April 26–29. In August, IMCA is delivering a Summer Institute Powered by Yale University, and an online behavioral finance certificate program will roll out this summer. Click here for IMCA’s complete conference calendar and visit http://www.BestofIMCA.org for more information.

Contact: Ryan Hoffman, Communications Director. P: 303.850.3079 M: 303.359.3773. Email: rhoffman(at)imca(dot)org. Twitter: @IMCA.

About IMCA
Established in 1985, Investment Management Consultants Association® (IMCA®) is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants worldwide. IMCA members collectively manage more than $2.477 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 2014, IMCA conferences and workshops hosted nearly 4,000 attendees.

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.

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Ryan Hoffman
Investment Management Consultants Association
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