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
