For the last thirty plus years the IMCA has served the Investment Management world with education, certifications, events, etc. Partnering with the Wharton School to offer the CIMA designation (Certified Investment Management Analyst) IMCA educates investment analysts and managers on portfolio management for institutions and individuals. Their annual conference for 2017 will be April 30 to May 3rd at the San Diego Convention Center and Sean tells about the opportunities for attendees. With the myriad of challenges facing the Advisor community today this is a way to get and stay on top of one’s game. Strategic Investor Radio will be in attendance and we look forward to seeing many of our listeners there.
CLS Investments Portfolio Management with Case Eichenberger
IMCA Speaker - "Power Your Retirement Plan Clients with Financial Welness" with Patrick Delaney of T. Rowe Price
IMCA Speaker - "Making Sense of Low and Minimum Volatility" with Dana D'Auria, CFA of Symmetry Partners
IMCA Speaker - "The Future of Wholeselling" with Frank Maselli
IMCA Speaker - "Reclaiming Conversation - The Power of Talk in the Digital Age" with Sherry Turkle
IMCA Speaker - "Makers and Takers, The Rise of Finance and the Fall of American Business" - Rana Foroohar
IMCA Speaker - The Millenial Mindset with Nathan Harness, PhD
IMCA Speaker - Cutting Edge Tax Strategies from Michael Kitces
IMCA Speaker - Advice for Wealth Managers from Jonathan Powell, Advisor Coach
IMCA Speaker - The DOL Fiduciary Rule with Fred Reish
IMCA Education with Devin Ekberg
IMCA Conference - Dorsey Wright with Andy Hyer
Sunrise Capital and CalAlts with Jason Gerlach
Arixa Capital and the Real Estate Symposium at UCLA
The Consumer Spending Index, with Eric Clark of Alpha Brands
Divcon Score, The Way To Analyze Company Growth, with Ryan Ballantyne of Reality Shares
Oil and Gas Investing in Existing Wells with Epus Energy
Energy Chain Investing with Miller Howard
Pinnacle Sherman Tactical Funds
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