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
9 | Education Meeting
Financial Planning Association of New York
New York City
(877) 773-7269
www.fpany.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
15-18 | Annual Conference
Futures Industry Association Conference
Boca Raton, Fla.
(202) 466-5460
www.futuresindustry.org
17 | Outlook and Opportunities in Natural Gas
CFA Society of St. Louis
St. Louis
(800) 247-8132
www.cfainstitute.org
24 | Bull vs. Bear: The Inflation Outlook
Boston Security Analysts Association
Boston
(617) 426-0270
www.bsas.org
29 | World Series of ETFs & Indexing
Information Management Network
Boston
(212) 901-0542
www.imn.org
April
5-6 | Asset and Risk Allocation Conference
CFA Society of Chicago
Chicago
(312) 251-1301
www.cfachicago.org
7-8 | Private Client Conference
Securities Industry and Financial Markets Association
New York City
(212) 313-1200
www.sifma.org
21 | Spring Forum
Financial Planning Association of New York
New York City
(877) 773-7269
www.fpany.org
27 | Planners Conference 2010
Financial Planning Association of Connecticut
Plantsville, Conn.
(860) 621-9335
www.fpact.org
May
3-6 | Retreat 2011
Financial Planning Association
Bonita Springs, Fla.
(800) 322-4237
www.FPARetreat.org
24 - June 4 | China Tour
Financial Planning Association
China
(877) 787-2000
www.fpanet.org
31-June 1 | NorCal
Financial Planning Association
San Francisco
(800) 322-4237
DESTINATION
WHAT: Annual Conference, Investment Advisers Association
WHEN: April 27 -29, 2011
WHERE:Boston Harbor Hotel
HOW: via Logan International Airport
HOW MUCH: Conference: $925 to $1,295 Hotel rate: $310 per night
WHY:
To hear from featured speakers:
Luis A. Aguilar, Commissioner, SEC; Steven Craver, founder and president, Communicate to Connect; Robert Skinner, partner at Ropes & Gray; Robert L. Reynolds, president and chief executive officer, Putnam Investments; Ronald P. O'Hanley, president of asset management and corporate services, Fidelity Investments
To learn from sample sessions:
A View from the SEC; Meeting America's Solvency Challenge; Perspectives on the Business of Asset Management; Asia and Other Emerging Markets: The Good, The Bad and The Ugly
For coverage of hot topics:
Growth strategies that serve clients, organic growth for the best outcome, marketing strategies, innovative distribution trends, advisor networks
EAT:
* Atlantic Fish Co., seafood, entrees: $30-$40, (617) 267-4000
* Houston's, American, steak, entrees: $10-$40, (617) 573-9777
* Muqueca, Brazilian, entrees: $20; (617) 354-3296
PLAY:
Boston Symphony Orchestra, Shubert Theater-"A Midsummer Night's Dream"; Freedom Trail, Museum of Fine Arts-"Art in Bloom"; Boston Red Sox vs. Seattle Mariners
Contact: (202) 293-4222;
www.investmentadviser.org