Conference Calendar

2017 Conference Calendar

Focus on Next Generation Clients, Advisors, and Technology
Conference Date: June 5, 2017
Conference Location: Hilton San Francisco Financial District, San Francisco, CA

Focus on the Evolution of Indexing
Conference Date: August 1, 2017
Conference Location: Westin Copley Place, Boston, MA
An all-star line-up of industry leaders tackles the active-or-passive debate head-on.  No matter where you fall on the spectrum, you’ll gain insight on practical ways to implement your investment strategies using ETFs and other vehicles.

IMCA 2017 Masters Series:  Advanced Investment Strategist
In collaboration with The Wharton School, University of Pennsylvania
Conference Dates:  September 11-12, 2017
Conference Location:  Inn at Penn, A Hilton Hotel, Philadelphia, PA

Focus on Advanced Portfolio Construction: Investing for Decumulation
Conference Date: September 18, 2017
Location: Four Seasons Hotel Toronto, Toronto, Ontario, Canada
Helping your clients enjoy their wealth is just as important as helping them build it.  Learn strategies for constructing portfolios that address your clients’ unique income, risk, and tax needs in the decumulation stage.

IMCA 2017 Private Wealth Advisor Conference
Conference Date:  October 16-17, 2017
Conference Location:  Chicago Marriott Downtown Magnificent Mile, Chicago, IL

Focus on Fiduciary
Conference Date: November 13, 2017
Conference Location: Westin Washington D.C. City Center, Washington, DC
Confused about Fiduciary laws and regulations?  Avoid the confusion and discover how to implement fiduciary best practices that will stand the test of ever-changing legislation. 

Focus on Global Macroeconomics
Conference Date: December 5, 2017
Conference Location: Westin Galleria Dallas, Dallas, TX
The financial world is more connected than ever before.  Learn from global industry leaders to gain confidence in your ability to identify and act on international economic trends. 

Other 2017 events:

AICPA Engage 2017 Advanced Personal Financial Planning Conference
Conference Date: June 12-14, 2017
Conference Location: MGM Grand, Las Vegas, NV

2018 Conference Calendar

IMCA 2018 Investment Advisor Forum
Conference Dates:
March 5-6, 2018
Conference Location: New York Marriott Marquis

IMCA 2018 Annual Conference Experience—ACE
Conference Dates: May 6-9, 2018
Conference Location: Music City Center, Nashville, TN

2019 Conference Calendar

IMCA 2019 Annual Conference Experience—ACE
Conference Dates: May 5-8, 2019
Conference Location: ARIA Resort & Casino, Las Vegas, NV

*Subject to change