Leadership Conference


IAA’s 2021 Leadership Conference: A View for the C-Suite

Your Choice of an In-Person Gathering or a Virtual Event

The Investment Adviser Association’s 2021 Annual Leadership Conference will take place in two formats – as an in-person conference with limited attendance in Washington, DC on September 29–October 1, and as a virtual event on October 7.

Highlights of this year’s in-person Conference include:

  • A keynote and general sessions on topics spanning the future of the workforce, ESG, digital assets/blockchain, and more
  • The event’s signature peer-led AUM breakout sessions
  • Topical breakout sessions on active management, cybersecurity and privacy, successful internal succession plans, and RIA consolidation and marketplace of the future
  • Executive Roundtables on HR issues including Diversity, Equity & Inclusion and Next Gen employees
  • Multiple opportunities for networking

Our virtual Leadership Conference will include:

  • Live, online peer-led AUM breakout sessions*
  • On-demand recordings of the live event’s keynote and general sessions

*Those who attend the in-person event will also be automatically registered for the virtual breakout sessions.

Full agendas for the virtual event will be available soon.

Online registration is available for both the live Conference and our virtual event. Early Registration rates are available through August 13.

Featured Speakers

Keynote speaker John Barry, author of the award-winning book The Great Influenza and adviser to government health officials, who will join us to discuss the impacts of the pandemic on society at large.

Outlining the future of work – and the workplace – will Vanessa Ruda, Senior Partner at consulting firm RHR International, an expert in building high-performance senior teams, and a PhD in organizational psychology.


Ric Edelman – founder of the nation’s largest independent RIA and founder of the Digital Assets Council of Financial Professionals, will explore the impact – and the future – of blockchain and digital assets.

Interested in sponsoring or exhibiting at this event?

Contact IAA Marketing & Partnerships Manager Alex Ioannidis at alex.ioannidis@investmentadviser.org for more information.

The safety of our members remains our highest priority and all appropriate measures are being taken to ensure your safety. At our in-person event, the exhibit area, ballroom, breakout session rooms, and evening activities will be set to allow physical distancing, and attendees will be required to wear masks as required by Washington, DC ordinances in effect at the time.

All persons attending the in-person event will be required to sign a liability waiver and return it prior to arriving at the conference. That liability waiver – which can be filled out and returned online – is available here.