IMCA NYC to Feature Ian Bremmer, Bob Pozen, Andrew Lo

Feb. 4-5 conference to focus on investment strategies, taxes and the evolution of wealth management

Finance and economics experts Ian Bremmer, Bob Pozen and Andrew Lo will come to New York this Feb. 4 and 5 to discuss where the markets are headed in 2013 at the sixth annual conference of the Investment Management Consultants Association.

To be held once again at the Marriott Marquis in Times Square, the two-day conference will focus on advanced investment strategies, as well as taxes and the evolution of wealth management, said IMCA Executive Director Sean Walters.

Sean Walters“Planting the flag in private wealth advice is going to shape a lot of what IMCA focuses on over the next few years,” said Walters (left), noting that IMCA’s Certified Investment Management Analyst (CIMA) certification program covers investment advice, but the association has added the Certified Private Wealth Advisor (CPWA) program created specifically for private wealth advisors who work with high-net-worth individuals.

As of Jan. 16, the event was nearly sold out. Walters said in a Jan. 14 interview that 750 attendees had registered so far, and IMCA’s conference planners expect as many as 800 to attend. Sixty percent of attendees expected to attend are advisors from banks or wirehouses or the bank division of wirehouses, 15% to 20% are asset management professionals with money management firms, and 20% are registered investment advisors (RIAs). The typical attendee averages 20 years in the industry with $232 million in assets under management.

IMCA’s speakers are a popular draw because they’re peer-reviewed rather than “pay to play,” Walters said. This year’s biggest draws are expected to be:

  • The End of the Free Market: Who Wins the War between States and Corporations? by the political scientist and author Ian Bremmer of the Eurasia Group.
  • Debt Ceiling/Fiscal Cliff Update with Robert Pozen of Harvard Business School, author of the new book Extreme Productivity.
  • Lies My Finance Professor Told Me, by Andrew Lo of MIT Sloan School of Management, who will examine tenets of modern finance theory that have been challenged in recent years.

In addition, the New York conference’s general sessions and workshops will cover a broad range of topics, including market discussions, practice management advice, investment opportunities and takeaways for advisors from trends in institutional asset allocation.

“This has become a premier forum for advanced investment advisors and consultants,” Walters said. “The attendees like to come back every year to reconnect with each other and hear from the high-quality speakers that our volunteers have assembled.”

IMCA, a Denver-based nonprofit professional group, has provided wealth management credentials and educational opportunities to the investment community since 1985.

Read IMCA Brings CIMA Certification Program to Chicago’s Booth Business School at AdvisorOne.

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