February

6-8 | Fourth Annual Inside ETF Conference

CFA Institute

Hollywood, Fla.

(800) 247-8132

www.cfainstitute.org

 

7-8 | Consultants Conference

Investment Management Consultants Association

New York City

(303) 770-3377

www.imca.org

 

15 | Investing in the Developing World

CFA Institute

New York City

(800) 247-8132

www.cfainstitute.org

 

24-25 | AML Conference

Florida International Banker's Association

Miami

(305) 579-0086

www.fiba.net

 

28 | Active/Passive Investor Summit

Information Management Network

New York City

(212) 768-2800

www.imn.org

 

28 | Investment Education Symposium

Opal Financial Group

New Orleans, La.

(212) 532-9898

www.opalgroup.net

 

March

3-5 | Business Solutions

Financial Planning Association

Boston

(800) 322-4237

www.fpa.net

 

7 | Fixed-Income Conference

Financial Industry Regulatory Authority

New York City

(212) 858-7000

www.finra.org

 

10-11 | Compliance Conference

Investment Adviser Association

Arlington, Va.

(202) 293-4222

www.investmentadviser.org

 

14-15 | Distressed Investment Summit

Information Management Network

Huntington Beach, Calif.

(212) 224-3248

www.imn.org

 

April

7-8 | Private Client Conference

Securities Industry and Financial Markets Association

New York City

(212) 313-1200

www.sifma.org

 

Destination

WHAT: FPA Business Solutions 2011

WHEN: March 3-5, 2011

WHERE:Hyatt Regency Cambridge, Mass.

HOW: via Logan International Airport

HOW MUCH: Conference: $395 to $675; Hotel rate: $153 per night

WHY:

To hear from featured speakers:

Gerd Leonhard, founder of Media Futurist; Timothy D. Welsh, president, Nexus Strategy; Don Whalen, president, Retirement Income Specialist; Hugh Massie, president, Financial DNA Resources

To learn from sample sessions:

The Advisor's Perspective on Account Aggregation; The Client Portal Impact; Technology Impact of the Frank-Dodd Reform Bill; Using Behavioral Profiling to Improve Client and Prospect Relationships; Role Reversal: Engaging Your Clients as Your Advisors

For coverage of hot topics:

Building employee engagement, recruiting clients for life, steps to a successful practice transition, identifying business drivers and applying business metrics, streamlining operations

To meet fellow professionals:

At least 500 financial services professionals are expected to attend

EAT:

* The Helmand, Afghan, Middle Eastern, entrées: $21-$30; (617) 492-4646

* Atlantic Fish Co., seafood, entrées: $30-$40; (617) 267-4000

* Muqueca, Brazilian, entrées: $20; (617) 354-3296

PLAY:

Charles Roverboat Company, The Hahvahd Tour, Ryles Jazz Club, Bumpkin Island, Samuel Adams Brewery, Faneuil Hall Marketplace

Contact: (800) 322-4237;

www.fpasolutions.org