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2016 Leadership Conference Agenda
WEDNESDAY, MAY 4
1:00 – 1:30 p.m. Registration
1:30 – 2:00 p.m. Welcome, Annual Meeting, and Election of Governors
Karen L. Barr, President & CEO, Investment Adviser Association
Scott E. Richter, Managing Director and Associate General Counsel,
J.P. Morgan Asset Management; Past Chair, IAA Board of Governors
Jonathan Roberts, Chief Compliance Officer and Senior Vice
President, Klingenstein Fields Wealth Advisors; Chair, IAA Board of
Governors
2:00 – 3:00 p.m. Keynote Address: After the Demographic Dividend
Robert Arnott, Chairman and Chief Executive Officer, Research Affiliates,
LLC
Demographics have a major impact on GDP growth as well as on
investment returns. Mainstream stocks and bonds are not expected to
enjoy the high returns of the past. Considering “uncomfortable” asset
classes and unconventional investment approaches may provide viable
paths toward unlocking excess returns.
3:00 – 3:30 p.m. Networking Break and Exhibitors
3:30 – 5:30 p.m. Breakout Sessions – AUM
(SEC-Registered IA’s only)
Under 500 Million AUM
$500 Million -- $1 Billion AUM
$1 Billion -- $5 Billion AUM (A)
$1 Billion -- $5 Billion AUM (B)
$5 Billion -- $10 Billion AUM
$10 Billion -- $25 Billion AUM
Over $25 Billion AUM
5:30 – 6:00 p.m. Board of Governors Meeting
(Board members only)
6:30 – 9:30 p.m. Welcome Reception