Leadership Conference

View for the C-Suite: the IAA Leadership Conference

View for the C-Suite – the Investment Adviser Association's 2018 Leadership Conference – takes place in Dallas on September 26-28. The conference brings together executives from investment advisory firms across the nation and provides a special opportunity to explore industry trends, exchange ideas, and develop valued relationships with IAA members and other SEC-registered investment advisers. The program is designed to address the biggest challenges facing investment advisers, featuring nationally known speakers at the top of their fields. Arguably the most popular feature of the conference has been its breakout sessions, where executives can join colleagues who are from similar firms or who share similar business interests, to discuss – with industry experts and with one another – the issues that challenge them.

Complete registration information is available by clicking the Registration links below or on the right side of this page. Early bird rates are available through August 31. Paper registration forms are available by contacting the IAA office at (202) 293-4222.


The 2018 Leadership Conference will address a range of topics important to IA executives – including:

  • Profiting from the Profound Demographics Shifts Ahead
  • How IAs Can Differentiate Themselves in a Predominantly Fee-Based Future
  • The Advantages of Active Management in a Powerful Portfolio
  • The Latest in Strategic Initiatives for Financial Firm CEOs and Boards
  • How Distributed Ledger Technology Will Transform the Financial Industry
  • Recruitment and Development Programs that Work
  • Creating a Sustainable Enterprise
  • Holistic Technology Solutions
  • Artificial Intelligence and Emerging Technologies
  • Political Analysis: What Lies Ahead for the Nation and the Republican Party
  • Helping Clients Navigate Collectibles as Investments

Detailed information about the conference sessions and breakouts is available in the full conference agenda. Information about the presenters is available on the conference speakers page.

Registration Information

Discount for Multiple Attendees from a Single Firm

To encourage conference attendees to bring their colleagues, the IAA is offering a registration discount of $500 for second and third attendees from a single firm.

Find full registration, hotel and airline discount information.


View for the C-Suite – the 2018 IAA Leadership Conference – will take place at The Adolphus Hotel at 1321 Commerce Street, Dallas TX 75202

The Adolphus Hotel

Exhibitors and Sponsors

View a full list of our 2018 Leadership Conference exhibitors and sponsors.

The IAA welcomes exhibitors and sponsors for this event. Opportunities are limited and sell out quickly. For more information, contact IAA Marketing & Partnerships Manager Alex Ioannidis at alex.ioannidis@investmentadviser.org or at (202) 293-4222.

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.