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IAA Calendar of Events
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2008
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May 28
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Webcast – Valuation Issues
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June 4
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Webcast – ERISA Hot Topics, 5500/408(b)2
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June 11
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Capital Hill Lobbying Day
To ensure that Members of Congress understand the issues facing the investment advisory industry
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June 19
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Mission Possible – East Coast
The Fairmont Copley Plaza
138 St. James Avenue; Boston, MA 02116
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June 24
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IAA Board of Governors’ Meeting
The Fairmont San Francisco
950 Mason Street; San Francisco, CA 94108
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June 26
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Mission Possible – West Coast
The Fairmont San Francisco
950 Mason Street; San Francisco, CA 94108
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September 24
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IAA Board of Governors’ Meeting
The Yale Club
50 Vanderbilt Avenue; New York, NY 10017
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October 2
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IAA Regional Compliance Workshop
The Army Navy Club
901 17th Street, N.W.; Washington, DC 20006
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October 15
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IAA Regional Compliance Workshop
The Jonathan Town Club
545 South Figueroa Street; Los Angeles, CA 90071
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October 16
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OIAA Regional Compliance Workshop
Hotel 480
480 Sutter Street; San Francisco, CA 94108
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October 27
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IAA Regional Compliance Workshop
Union League Club
38 East 37th Street; New York, NY 10016
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November 5
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IAA Regional Compliance Workshop
Crowne Plaza Houston
1700 Smith Street; Houston, TX 77002
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November 6
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IAA Regional Compliance Workshop
Hyatt Regency Atlanta
265 Peachtree Street; Atlanta, GA 30303
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November 12
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IAA Regional Compliance Workshop
Park Plaza
50 Park Plaza at Arlington Street; Boston, MA 02116
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December 3
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IAA Board of Governors’ Meeting
The Standard Club
320 S. Plymouth Ct.; Chicago, IL 60604
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December 4
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IAA Regional Compliance Workshop
The Standard Club
320 South Plymouth Court; Chicago, IL 60604
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Past IAA Events of 2008
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February 27
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IAA Board of Governors’ Meeting
The Ritz-Carlton, Pentagon City
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March 20-21
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IAA/IA Week Compliance Best Practices Summit
JW Marriott, Washington DC
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April 2
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Webcast - Pension Consultant Forecast
Surveyed Strategies of Pension Consultants in 2008
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April 9
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Marketing Workshop
The Ritz-Carlton, Washington D.C.
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April 10-11
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IAA Annual Conference
The Ritz-Carlton, Washington D.C.
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April 24
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Webcast – Form ADV Part 2
The SEC’s New Proposal and What it Means
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May 7
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Webcast – International/Canada
International Focus on Canada: Important Considerations for U.S.-Based Investment Advisers
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May 14
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Webcast – International/United Kingdom
International Focus on the United Kingdom: Important Considerations for U.S.-Based Investment Advisers
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For more information about upcoming IAA events, please visit us online at www.investmentadviser.org or e-mail Lisa Gillette.
For information about member services and/or membership in the IAA, please contact Nicole Hadfield.
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