WHAT: Investment Adviser Association Annual Conference
WHEN: April 25-27, 2012
WHERE: Ritz-Carlton, San Francisco
HOW: via San Francisco International Airport
HOW MUCH: Conference rate: $1,295; $925 per additional company rep; Hotel rate: $275
WHY: To hear from featured speakers:
Geraldine Buckingham, associate partner, McKinsey & Co.; Michelle Draper, SVP/institutional services marketing, Charles Schwab & Co.; Meir Statman, Glenn Klimek professor of finance, Santa Clara University; Jason Hsu, CIO, Research Affiliates; Michael Murphy, political consultant
To learn from conference sessions:
Growth in a Time of Uncertainty; The Evolving RIA Industry; Lessons From Behavioral Finance; The "3D" Hurricane and the New Global "Normal"; Campaign 2012: Where We've Been and Where We're Going; IAA Town Meeting
For coverage of hot topics:
Social media, changing attitudes in consumer wealth, investing in Asia, the global economy
To network:
More than 180 industry professionals are expected to attend.
EAT: * Sheba Piano Lounge, Ethiopian, entrees: $21-$30; (415) 440-7414
* Alamo Square Seafood Grill, American and seafood, entrees: $20-$30; (415) 440-2828
* Lark Creek Steak, steakhouse, entrees: $40; (415) 593-4100
PLAY: Alcatraz Island, Golden Gate Bridge, Marrakech Magic Theater, Lands End, Twin Peaks, cable cars
CONTACT: (202) 293-293-4222; investmentadviser.org
March
1-2 | Insurance & Risk-Linked Securities
Securities Industry and Financial Markets Association
New York
(212) 313-1210
1-2 | Investing in Emerging Markets
CFA Institute
New York
(800) 247-8132
cfainstitute.org
2 | Investment Consultants Forum
Opal Financial Group
New York
(212) 532-9898
opalgroup.net
4-6 | FPA Business Solutions
Financial Planning Association
San Francisco
(800) 322-4237
fpasolutions.org
4-9 | Securities Industry Institute
Securities Industry and Financial Markets Association
Philadelphia
(212) 313-1108
sifma.org
6-8 | Advances in Asset Allocation
CFA Institute
San Francisco
(800) 247-8132
cfainstitute.org
8 | Fixed-Income Conference
Financial Industry Regulatory Authority
New York
(212) 858-7000
finra.org
8-9 | Compliance Conference
Investment Adviser Association
Arlington, Va.
(202) 293-4222
investmentadviser.org
26-27 | Alternative Investments Summit
Information Management Network
San Diego
(212) 768-2800
April
1-3 | Marketing Summit
Insured Retirement Institute
New York
(202) 469-3000
irionline.org
26-28 | 32nd Annual South Florida FPA Conference
Financial Planning
Association of Greater Fort Lauderdale
Fort Lauderdale, Fla.
(954) 370-0041
southfloridafpa.org
30 | Active-Passive
Investor Summit
Information Mgmt. Network
New York
(212) 768-2800
imn.org
May
1-4 | Operations Conference & Exhibit
Securities Industry and Financial Markets Association
Scottsdale, Ariz.
(212) 313-1210
sifma.org
6-9 | Annual Conference
CFA Institute
Chicago
(800) 247-8132
cfainstitute.org
8-11 | National Conference
National Association of Personal Financial Advisors
Chicago
(800) 366-2732
napfa.org
