2025 Policy & Leadership Forum

Save the Date

On September 15-17, we hope you’ll join us in Washington, D.C., for the 2025 IAA Policy & Leadership Forum — a combination of our Adviser Advocacy Day and Leadership Forum. The Forum will bring together CEOs and other senior executives from investment adviser firms for a high-value program featuring a range of thought leaders discussing policy and business issues of critical importance to the industry. Attendees will also have the opportunity to join peers from like-sized firms to share best practices during our perennially popular breakout sessions.

Additionally, the IAA will take members to Capitol Hill to meet with their legislators. Since 2007, IAA members from across the country have traveled annually to Washington, D.C., to directly influence federal public policy. Research shows that these in-person visits are most effective with lawmakers who are undecided on an issue. In fact, 94% of congressional staffers agree that nothing makes a greater impact on legislators than meeting with constituents like YOU. The IAA’s Capitol Hill visits offer a unique opportunity to engage with your elected representatives. Now, more than ever, it’s crucial to personally advocate for your policy priorities.

So mark your calendars – and we’ll see you in the Fall!