Conferences & Workshops

Find information on upcoming IAA conferences and workshops below. You may also see a list of all upcoming IAA events and webinars or past events and webinars.

Conferences

The IAA Annual Leadership Conference features prominent speakers from the financial services industry, corporations, management, and government. The conference also affords an excellent opportunity for leaders in the industry to discuss the latest developments and to network with their peers.

The Investment Adviser Compliance Conference is a two-day program that gives participants a clearer understanding of current compliance issues affecting investment advisers. The program highlights best practices and features more than 50 expert presenters.

10/04/2017: – 10/06/2017:
InterContinental Chicago Magnificent Mile

Workshops

Each fall the IAA’s Compliance Workshops are held in eight different cities around the country. These one day workshops, which feature presentations by the IAA legal team, leading investment adviser practitioners, and SEC officials, provide an opportunity for compliance officers and others to address current hot topics in investment adviser regulation and compliance. In addition, the IAA workshops are an excellent opportunity to network with other compliance professionals and gain their insights on challenging legal and regulatory issues.

Other Events

The IAA sponsors a variety of other timely and informative meetings and webinars relevant to professionals in the investment advisory community. Past workshops have addressed issues such as technology, succession planning, management training, marketing, international asset management, economics of investment management, and portfolio management, among others. These educational events offer excellent networking opportunities with peers and are developed to address current industry topics.

06/07/2017: – 06/07/2017:
Hyatt Regency Washington on Capitol Hill