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.
"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.
