Top-ranked Financial Advisors and Leading Experts Decode
the Biggest Investment Challenges of Today.

The Average AUM of each Financial Advisor at the Investment Management Summit was $1 Billion in 2010.

*This program has been accepted by IMCA for 6 CE hours toward the CIMA^®/CIMC^®/CPWA^® certifications.
This program has been approved for both CFA® and CFP® continuing education (CE) credit.

Dr. David Kelly Chief Market Strategist JPMorgan Funds Roger Coleman Managing Director Morgan Stanley Smith Barney Top Ranked Advisor in New York Dr. Jeffrey Miron Director of Undergraduate Studies, Department of Economics Harvard University

• Navigating a World of Crises: The Next Five Years
• Complex Products, Fearful Clients: Advisors’ Challenges
• Building an Efficient and Profitable Practice
• CIO Roundtable: What’s Next and Where Are the Flows Going?
• Advisors: Catching the Attention of the Next Generation