All topics

IMCA’s Advanced Wealth Management Conference returns in 2015, bringing together Certified Private Wealth Advisor designees, IMCA members and leading advisors for two days of focused presentations and interactive workshops. The conference will explore several key topics surrounding retirement, global investing, financial-planning, smart bet investing, the municipal market, illiquid opportunity, energy and manufacturing renaissance, inbound wealth planning, ethics and the financial crisis, the advisor-client relationship and private wealth and investment strategies. Delegates will hear from industry-leading speakers, including retirement Mosche Milevsky, associate professor of finance at the Schulich School of Business, and Marvin Zonis, professor emeritus at The University of Chicago Booth School of Business.