Investment Adviser Association’s 2013 Annual Conference

May 1st - 3rd, 2013 • New Orleans, LA

Past Event:

Agenda, Topics and Speakers at a Glance

The conference features 10 recognized experts who will cover areas of particular interest to investment adviser leaders. The program also includes a variety of social activities, including a reception and dinner at the National World War II Museum, which will enable attendees to enjoy some of New Orleans’ unique venues in a relaxed setting.

Wednesday, May 1

  • Opening Session: Building a Business to Last
    Mark Tibergien, CEO and Managing Director, Pershing Advisor Solutions
  • Breakout Sessions
  • Welcome Reception: The Roosevelt Hotel

Thursday, May 2

  • Continental Breakfast
  • Welcome and IAA Board Member Election
  • General Session: Market Signals: What the Financial Markets Are Telling Us Now
    Peter F. Ricchiuti, Assistant Dean, Tulane University, A.B. Freeman School of Business
  • General Session: Generational Insights into Financial Services
    Cam Marston, Founder & President, Generational Insight
  • General Session: SEC Examinations: What Business People Need to Know
    Richard Marshall, Partner, Ropes & Gray
  • Luncheon and Speakers: The Slow-Motion Tsunami: Forces Transforming the Investment Industry
    Paul D. Schaeffer, Managing Director of Strategy & Thought Leadership, Forward Management
    Suzanne L. Duncan, Senior Vice President, Head of Global Research, State Street Center for Applied Research
  • Networking Break
  • General Session: Economic and Market Outlook
    Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab
  • Reception and Dinner: National World War II Museum

Friday, May 3

  • Continental Breakfast
  • IAA Town Meeting
  • General Session: What Lies Ahead for Energy?
    Charley Maxwell, Founding Board Member, American DG Energy
  • Networking Break
  • General Session: The Global Macro Outlook: Investing in Turbulent Times
    Peter Berezin, Managing Editor, The Bank Credit Analyst, BCA Research
  • Luncheon and Speaker: The Political Landscape in Washington
    Fred Barnes, Executive Editor, The Weekly Standard
  • Conference Ends
  • Optional Reception: Historic Home of Mr. and Mrs. Walter Flowers

Location Details

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The Roosevelt Hotel, New Orleans
123 Baronne Street
New Orleans, Louisiana 70112
United States

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