View for the C-Suite: the IAA Leadership Conference
Economist Arthur Laffer, Political Journalist Amy Walter Highlight 2019 Leadership Conference
Advisory firm executives who gathered in Nashville in late September for View for the C-Suite, the IAA’s 2019 Leadership Conference, heard presentations on topics ranging from the legislative, regulatory and business challenges facing the investment adviser industry to investment trends, acquisition due diligence, building firm culture and much more. The IAA would like to thank the speakers who made this year’s conference a success.
Richard Adler, Founder, Red Arrow Capital
Karen Barr, President & CEO, Investment Adviser Association
Rush Benton, Senior Director, CAPTRUST
Gail Bernstein, General Counsel, Investment Adviser Association
Christine C. Carsman, Senior Policy Advisor, Affiliated Managers Group, Inc.
Matthew R. Crow, President, Mercer Capital
Nathaniel Dalton, Senior Advisor, Affiliated Managers Group, Inc.
Tom Douglas, Songwriter/Singer
Amira El-Gawly, Founder, Manifesta
Mitchell W. Goldberg, Partner, Berger Singerman
Jennifer Goldman, Business Transformation Consultant
Catherine Halberstadt, Co-President & Co-CEO, Osterweis Capital Management
Kenneth R. Hoffman, President, Optima Group, Inc.
Matthew Kishlansky, Principal, GenTrust
Arthur B. Laffer, Founder and Chairman, Laffer Associates
Elizabeth Desvold, Managing Director, Raymond James
Debbie Noury, Senior Director of Elder Financial Investigations, Fidelity Investments
Bonnie E. Orlowski, Head of Consultant Relations, Ariel Investments
Preston R. Sargent, Executive Vice President, Bailard
Neil Simon, Vice President for Government Relations, Investment Adviser Association
Jay Soave, Managing Principal, Cadence Capital Partners
Johan Stern, Partner, Berkshire Global Advisors
Amy Walter, National Editor, Cook Political Report
Greg Vigrass, President, Folio Institutional
For more information and questions about View for the C-Suite, contact IAA Director of Meetings & Events Lisa Gillette at firstname.lastname@example.org or (202) 293-4222.