Active investment management’s weekly magazine for fee-based advisors

Industry Events

Last updated: 2/10/2017

A timely summary of industrywide conferences, seminars, and other events that are particularly relevant to active investment management, best practices for fee-based advisors, and current trends in wealth management.

 

2017

 

Conference NameDate(s)Location
IMCA 2017 Investment Consultants Conference2/9-2/10New York, NY
The 3rd Annual Responsible Investing Summit3/9-3/10San Francisco, CA
MTA Annual Symposium4/6-4/7New York, NY
Morningstar Investment Conference (MIC) 2017
Rated “Best Investment Management Conference” in 2017 by kitces.com
4/26-4/28Chicago, IL
IMCA 2017 Annual Conference Experience – ACE4/30-5/3San Diego, CA
NAAIM 2017 Uncommon Knowledge Conference4/30-5/3San Diego, CA
Envestnet 2017 Advisor Summit5/3-5/5Dallas, TX
2017 US SIF Conference5/10-5/12Chicago, IL
FPA NexGen Gathering 2017
Rated “Best Conference For Young Advisors” in 2017 by kitces.com
6/23-6/25Chicago, IL
RIIA Summer Conference 2017
Rated “Best Conference On Retirement Planning” in 2017 by kitces.com
7/17-7/18Salem, MA
IMCA Private Wealth Advisor 2017
Rated “Best Private Wealth Management Conference” in 2017 by kitces.com
9/29-9/30Chicago, IL
2017 FPA Annual Conference10/2-10/4Nashville, TN
The SRI Conference (formerly SRI In The Rockies)
Rated “Best Conference For SRI Investing” in 2017 by kitces.com
11/1-11/3San Diego, CA

2018

Conference NameDate(s)Location
IMCA 2018 Investment Consultants Conference5/6-5/9Nashville, TN

2019

Conference NameDate(s)Location
IMCA 2019  Investment Consultants Conference5/5-5/8Las Vegas, NV