Leadership Conference

2019 IAA Leadership Conference
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

More Information

For more information and questions about View for the C-Suite, contact IAA Director of Meetings & Events Lisa Gillette at lisa.gillette@investmentadviser.org or (202) 293-4222.