2020 Virtual Conference

Join Bob Scherer as he talks with Andy Saperstein for an update on the state of the firm.

Join Maureen Shuler for an open discussion with Kara Underwood and Mandell Crawley about the firm’s commitment to racial justice. Join us to hear more about how the firm is driving change, and how APIC members can engage, as leaders of the firm, to advance this to continue this progress.

Join I-WAIFCFPMorgan Stanley's Chief Investment Officer Lisa Shalett as she talks with two leading asset managers about the COVID crisis and the effects on the market. The discussion will cover how modern asset management techniques played out at the onset of the crisis, and what impact will be felt into the future.

THIS SESSION IS MADE POSSIBLE WITH THE GENEROUS SUPPORT OF    & 

Join Rich Hazzouri as he talks with Jim Tracy about late-breaking developments with Consulting Group and Graystone.

The I-WAIF2020 election is poised to mark an inflection point in our country's future. The parties offer starkly different views on issues that will define American policy for years to come. The economy is paramount, but many of the country’s most contentious issues will be on the table, including trade, healthcare, taxation, fiscal policy, foreign relations, infrastructure, immigration, individual rights, and others.

Jeff will share his insights on the upcoming election, from the Democratic primaries and nomination through the election of the president, House, and Senate in November. This discussion will provide a unique analysis of the factors likely to influence the result and the related market effects. The presentation also will delve into the market effects of the House impeachment inquiry. Finally, they will analyze and predict the outcomes and consequences of the substantive matters - such as trade - that Congress and the president are likely to undertake in the coming year.

In addition to these insights, their presentation will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market effects and volatility arising from Washington initiatives and the road to the election, as well as specific strategies for investment, wealth transfer, and retirement planning.

THIS SESSION IS MADE POSSIBLE WITH THE GENEROUS SUPPORT OF   

DespiteCFPAIFI-W Congress authorizing $3 billion for coronavirus drug treatments, there is no guarantee that the funds will finance treatments with the most therapeutic potential. How can both philanthropic and private capital help identify the highest potential targets, coordinate efforts, and accelerate drug development to lessen the impact of COVID-19 and other life-threatening diseases? In this session, we will explore how a variety of vehicles (e.g. donor-advised funds, grants, program- and mission-related investments, corporations, charitable LLCs) can facilitate venture capital to support the riskiest, but most critical, global health initiatives.

Learn I-WAIFpractical tips for increasing your success rate with pitching your ideas and for approaching and being more effective in your presentations. Practical tips for improving your success rate with pitching your proposals. What works and what does not work, based on case studies and experience. Top 10 do's and don’ts for increasing your success rate in presentation

THIS SESSION IS MADE POSSIBLE WITH THE GENEROUS SUPPORT OF   

ThereI-WAIFCFP is a wonderful market opportunity for Wealth Managers to manage and consult to smaller non-profit institutions.  The market under $25 million in assets does not receive experienced advisory services as practiced institutional consultants focus mainly on larger accounts.  Dial in to hear from Scott Thayer, Retired Graystone Institutional Consultant and founding member of APIC, to learn the tools necessary to expand your business and be successful in this wonderful marketplace.

The I-WAIFworld has been up-ended in short order by COVID-19 and business will never be done the same way again. This panel consists of the leader of a sole proprietor practice, a senior member of a family practice, and a senior member of a large team to learn how they each approach the problem differently. The discussion will focus around the changes each business has experienced, and predictions for what will stick when the crisis has passed, versus what will go back to the old "normal".

HowCFPAIFI-W has the recent volatility affected you? If you were given new funds today to invest, how would you go about it? What's more important to you-gaining back the value recently lost or protecting the value you have now? How do you define risk, how do you measure it, and how do you manage it? Join John Nersesian as he will discuss how these behavioral finance topics and how investors AND advisors committed various biases that prevented clients from maximizing potential returns.