Leadership Conference

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View for the C-Suite: the IAA Leadership Conference

View for the C-Suite – the IAA’s annual Leadership 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.

Our 2017 Leadership Program

The IAA’s highly successful 2017 View for the C-Suite was built around three basic themes crucial to advisers’ prosperity and longevity: Assessing Industry Trends and Implications, Understanding Key Drivers of Growth, and Integrating Strategy and Culture to Create Winning Organizations. Individual sessions looked at such topics as cybersecurity and privacy concerns, transparent client communications, brand building, successful succession and M&A strategies, and more.

The breadth of the 2017 conference is demonstrated by the conference agenda, speakers roster and videos.

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.