IMCA Finalizes Annual Conference Experience—ACE Speaker Lineup

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Presentations on politics, cybercrime, matching markets and China anchor general session slate

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Seven general sessions and more than 50 super sessions and workshops cover wide-ranging topics such as monetary policy, understanding millennials, impact investing, sovereign wealth funds, and alternative investments due diligence.

Investment Management Consultants Association® (IMCA®) announced today that it finalized the speaker lineup for the IMCA 2016 Annual Conference Experience—ACE, April 17–20 in Orlando. Sessions are aligned in five tracks (institutional consulting, investment management, advanced business strategies, alternative investments, and advanced wealth management) designed to give attendees the information directly relevant to their businesses. Seven general sessions and more than 50 super sessions and workshops cover wide-ranging topics such as monetary policy, understanding millennials, impact investing, sovereign wealth funds, and alternative investments due diligence. The general session speakers are:

  •     Carlos Gutierrez is the former chief executive officer of Kellogg Company, a former U.S. secretary of commerce, and the former vice chairman of Citigroup’s Institutional Clients Group. Fortune magazine dubbed him as “The Man Who Fixed Kellogg.” As secretary of commerce, Gutierrez was a core member of President Bush’s economic team, where he made it a top priority to open global markets for U.S. companies. His session, “An Optimistic Look at the U.S. Economy,” examines the upside of doing business in the United States and outlines policies and reforms that must be enacted to strengthen the economy.
  •     Jeremy Gutsche, CFA®, is an award-winning author and founder and chief executive officer of The site has been featured or cited in more than 40,000 articles, and Gutsche has appeared everywhere from Entertainment Tonight to the BBC. His session, “Better and Faster: The Proven Path to Your Next Level as a High-Net-Worth Investment and Wealth Manager,” will help attendees better understand the psychology of high-net-worth investors during times of rapid change.
  •     Nina Mažar is an associate professor of marketing (behavioral science) at the University of Toronto’s Rotman School of Management, co-director of the Behavioral Economics in Action research hub at Rotman, and a Fellow of the Science Leadership Program in Canada. Her conference session, “The Integrity Conundrum: From Fraud and Corruption to Simple Fixes,” analyzes the impact of moral lapses and introduces ground-breaking insights into how financial services professionals can create a more ethical culture.
  •     Kevin Mitnick was one of the FBI's Most Wanted after hacking into 40 major corporations’ systems just for the challenge. Today, he is a trusted security consultant to some of the largest Fortune 500 companies and governments worldwide. His session, “The Art of Deception: How Hackers and Con Artists Manipulate You and What You Can Do About It,” is a highly-acclaimed security-awareness and live technology magic show that demonstrates today’s most dangerous threats, most of which we don’t even know exist.
  •     Alvin Roth is the Craig and Susan McCaw Professor of Economics at Stanford University, the author of Who Gets What—and Why, and is a joint recipient (with Lloyd S. Shapley) of the 2012 Nobel Memorial Prize in Economic Sciences for his work in stable allocations and the practice of market design. His breakthrough work involves creating better matching markets—where people or organizations come together in a marketplace to select one or another, e.g., the college admissions process, job searches, or dating websites. His session, “Who Gets What and Why: The Business of Marketplaces,” examines how marketplaces succeed and fail at crucial tasks that ultimately make them succeed.
  •     Greg Valliere is the chief political strategist at Horizon Investments, a Charlotte, NC-based firm that specializes in products that mitigate investor risk. He has nearly 40 years of experience following Washington issues for institutional and retail investors. His work focuses on the vital intersection of politics and economics, including the role of Congress and the White House in fashioning fiscal policy, and interest-rate policy as determined by the U.S. Federal Reserve. Valliere will analyze the U.S. presidential election, prospects for the economy and interest rates, and the legislative outlook, including chances for tax reform next year.
  •     Haiyan Wang is managing partner of the China India Institute, a Washington, DC-based research and advisory organization focused on creating winning global strategies, organizations, and mindsets that leverage the transformational rise of emerging markets, foremost China and India. Her session, “Global Trends and Game Changers,” will focus on the impact of emerging economies, such as China and India, growing from a third of global gross domestic product to about half over the next 10 years.

New technology. IMCA consistently updates its conference technology to enhance the attendee experience. This year’s conference features an interactive mobile app (search the app store for “IMCA events”), and the option to e-mail questions for speakers to the session moderator. New this year, IMCA will showcase the conference Twitter feed (conference hashtag: #IMCA16) on the main screens between sessions and test a live-polling feature in the conference app.

Video studio for journalists. A video studio will be available for journalists seeking video interviews with speakers. Journalists interesting in covering the conference and utilizing the IMCA video studio should contact: Ryan Hoffman, Communications Director. P: 303.850.3079 E-mail: rhoffman(at) Twitter:@IMCA. Conference hashtag: #IMCA16.

Visit for complete conference information.

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 2015, IMCA conferences and workshops hosted more than 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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