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 Name | Date(s) | Location |
| IMCA 2017 Investment Consultants Conference | 2/9-2/10 | New York, NY |
| The 3rd Annual Responsible Investing Summit | 3/9-3/10 | San Francisco, CA |
| MTA Annual Symposium | 4/6-4/7 | New York, NY |
| Morningstar Investment Conference (MIC) 2017 Rated “Best Investment Management Conference” in 2017 by kitces.com |
4/26-4/28 | Chicago, IL |
| IMCA 2017 Annual Conference Experience – ACE | 4/30-5/3 | San Diego, CA |
| NAAIM 2017 Uncommon Knowledge Conference | 4/30-5/3 | San Diego, CA |
| Envestnet 2017 Advisor Summit | 5/3-5/5 | Dallas, TX |
| 2017 US SIF Conference | 5/10-5/12 | Chicago, IL |
| FPA NexGen Gathering 2017 Rated “Best Conference For Young Advisors” in 2017 by kitces.com |
6/23-6/25 | Chicago, IL |
| RIIA Summer Conference 2017 Rated “Best Conference On Retirement Planning” in 2017 by kitces.com |
7/17-7/18 | Salem, MA |
| IMCA Private Wealth Advisor 2017 Rated “Best Private Wealth Management Conference” in 2017 by kitces.com |
9/29-9/30 | Chicago, IL |
| 2017 FPA Annual Conference | 10/2-10/4 | Nashville, TN |
| The SRI Conference (formerly SRI In The Rockies) Rated “Best Conference For SRI Investing” in 2017 by kitces.com |
11/1-11/3 | San Diego, CA |
2018
| Conference Name | Date(s) | Location |
| IMCA 2018 Investment Consultants Conference | 5/6-5/9 | Nashville, TN |
2019
| Conference Name | Date(s) | Location |
| IMCA 2019 Investment Consultants Conference | 5/5-5/8 | Las Vegas, NV |