NYTimes Best seller, Wizard of Lies Author Diana B. Henriques Among Featured Speakers at Investments & Wealth Institute Investment Advisor Forum
Diana B. Henriques, author of Wizard of Lies, a NYTimes best seller and
HBO Film, will speak to 700+ advanced investment and wealth management
practitioners in New York, NY at Investment Advisor Forum Feb. 11-12,
2019
DENVER–(BUSINESS WIRE)–lt;a href=”https://twitter.com/hashtag/exceptionaladvisors?src=hash” target=”_blank”gt;#exceptionaladvisorslt;/agt;–The Investments & Wealth Institute 2019
Investment Advisor Forum: Portfolio Construction Strategies, will be
held February 11-12, 2019 at the New York Hilton Midtown, New York, NY.
One of the featured speakers will be Diana B. Henriques, an
award-winning financial journalist, and author of A
First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall
Street History; and The
Wizard of Lies: Bernie Madoff and the Death of Trust, a New York
Times best seller. The
Wizard of Lies was also adapted into a film with Robert De Niro in
the starring role. Ms. Henriques also makes an appearance, playing
herself as the first journalist to interview Madoff in prison, airing on
HBO in May 2017.
“Our volunteer program committees go out of their way to deliver
best-in-class ethics presenters at each and every Institute conference.
Ms. Henriques’ extensive investigative reporting on white-collar crime,
market regulation and corporate governance gives her unique insights and
perspective,” said Sean Walters, CAE, Investments & Wealth
Institute, chief executive officer. Adding, “Our Code
of Professional Responsibility sets a high standard to
help advisors enhance the quality of advice and consulting offered to
the public.”
Ms. Henriques’ session will discuss how Madoff’s fraud worked and how a
better understanding of it can inform a smarter approach to this hazard
for all investors and for financial professionals trying to keep
investors safe from predators such as Madoff.
The two-day conference will feature seven general sessions and 8
specialized workshops. The agenda features the following experts:
-
Richard
Marston, Ph.D., James R. F. Guy Professor of Finance, The Wharton
School -
Toby
Moskowitz Ph.D., Dean Takahashi Professor of Finance, Yale School
of Management -
Andrew
Friedman, J.D., Founder & Principal, The Washington Update -
Jim
Sandidge, J.D., Principal, The Sandidge Group -
Patrick
Nolan, CFA®., Senior Portfolio Strategist, BlackRock
Portfolio Solutions Team -
Herman
Brodie, Founding Director, Prospecta Ltd.
The Investment Advisor Forum focuses on issues and topics central to the Certified
Investment Management Analyst® (CIMA®)
certification program. The CIMA program is offered in collaboration with
the nation’s leading business schools, The Wharton School at the
University of Pennsylvania, Yale School of Management, and the Booth
School of Business, University of Chicago.
All types of financial professionals are welcome and attendees of the
Investment Advisor Forum hail from all advisor channels: full service
wealth management firms, banks, independent firms, and asset management
firms. The Investment Advisor Forum will offer up to 15 hours of live
and online CE credit for advisors who have earned the CIMA®,
CPWA®, RMASM, and CFP® certifications.
For detailed event information, visit the Investment
Advisor Forum event web page. Early-bird pricing ends January 11,
2019.
For Information:
For additional information, or journalists
interested in receiving conference credentials, contact Devon
Coquillard, communications manager, dcoquillard@i-w.org,
303-850-3202.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly known
as IMCA, is a professional association, advanced education provider, and
standards body for financial advisors, investment consultants, and
wealth managers who embrace excellence and ethics. Investments & Wealth
Institute administers three certifications: Certified Investment
Management Analyst® (CIMA®), Certified Private
Wealth Advisor® (CPWA®), and Retirement Management
Advisorsm (RMAsm). Through its publications, live
events, online courses, assessment-based certificate programs, and
advanced certifications, the Institute delivers premier-quality,
practical education to advanced practitioners in more than 38 countries.
Contacts
Investments & Wealth Institute
Devon Coquillard,
303-850-3202
Communications Manager
dcoquillard@i-w.org