Valliere, Golub, Slott to Headline IMCA Conference Next Month

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IMCA 2016 Private Wealth Advisor Conference to deliver new thinking on advising high-net-worth clients

Gregory Valliere

IMCA® announced today that it has finalized the speaker lineup for the IMCA 2016 Private Wealth Advisor Conference in Chicago, September 29–30. The conference features a deep dive on wide-ranging wealth management topics, including tax planning, making a charitable impact, the upcoming presidential election, global allocation in a post-Brexit world, advanced estate-planning strategies, and managing sequence-of-return risk. Speakers include:

  • Gregory Valliere, Washington insider and chief political strategist at Horizon Investments
  • Ron Cordes, executive co-chairman of AssetMark and founder of the Cordes Foundation
  • Jonathan Golub, CFA®, chief U.S. market strategist, research division, RBC Capital Markets, LLC
  • Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Pinnacle Advisory Group
  • Ed Slott, CPA, founder of Ed Slott and Company LLC, named “The Best” source for IRA advice by the Wall Street Journal

Click here for more information about the conference.

Advisors may save $100 by registering before September 2, 2016. Journalists interested in covering the conference should contact Ryan Hoffman, Communications Director. P: 303.850.3079. E-mail: 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 10,700 individual members and certificants worldwide. IMCA’s mission is to deliver premier investment and wealth management credentials and world-class education. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which is accredited by the American National Standards Institute (ANSI), 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, online education and regional seminars hosted more than 4,500 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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