Investments & Wealth Institute

📖 Have you read the most recent edition of The Journal of Investment Consulting? This esteemed, peer-reviewed publication from the Investments & Wealth Institute delivers rigorous research, innovative strategies, and expert insights to elevate the field of investment management and financial consulting. The latest issue features insightful discussions on global economic trends, portfolio risk management, and financial product complexities. With contributions from leading academics and industry experts, this edition challenges conventional thinking and introduces fresh perspectives on the evolving wealth management landscape. Whether you’re interested in market dynamics, alternative investment approaches, or risk-adjusted performance strategies, this issue provides invaluable knowledge to help you navigate today’s financial complexities with confidence. https://hubs.li/Q03fQc1w0. #WealthManagement #FinancialAdvisors #InvestmentsandWealthInstitute #JIC

🎉 Our 40th Anniversary celebration keeps rolling! In this month’s Member Spotlight, we’re excited to get to know long-time member Norman Nabhan, CIMA®, AIF, managing director, Graystone Consulting. Norman has been a member of the Investments & Wealth Institute since 1991, joining to expand his knowledge of the investment landscape. Over the years, the Institute has been instrumental in shaping his career, providing deep insights into portfolio construction and risk mitigation within the capital markets. “The Institute gave me the confidence to move into the institutional marketplace.” One of Norman’s standout experiences? Attending the Wharton program as part of his CIMA- certification training. “After just half a day, I understood why Wharton is one of the top business schools in the country—its professors are truly exceptional.” As the Institute marks its 40th anniversary, Norman hopes it continues to stand out by delivering high-level, specialized education tailored to specific market segments. “Most firms do not provide advanced training like the Institute does.” Fun Facts About Norman: ➡️ Best vacation: Skiing the 12 vallées in France—skiing from one resort to the next in the French Alps with friends while enjoying great food along the way. ➡️ Favorite hobbies: Skiing and bird hunting. ➡️ Little-known fact: Loves to cook, pair wines, and entertain. ➡️ We are proud to have Norman as part of the Institute family! #wealthmanagement #investmentmanagement #CIMAcertification #financialindependence #financialplanning

✨ Earn Your Certified Investment Management Analyst® (CIMA®) Designation with the Chicago Booth School of Business – Enroll Before April 7! The CIMA certification allows you to build a more successful practice by integrating practical client engagement skills with advanced investment knowledge to meet the needs of sophisticated investors. Here’s why financial professionals turn to the CIMA program at the Chicago Booth School of Business: ✅ Three to four month online study, designed for busy professionals followed by a two day in-person capstone event in Chicago ✅ Learn advanced portfolio construction, behavioral finance, and more ✅ Gain insights from distinguished faculty and experienced industry professionals ✅ Earn your designation from the prestigious Chicago Booth School of Business The upcoming class runs from May 7 – August 23, 2025. 👉 Time is running out—and seats are filling fast. Enroll before April 7 by logging into the Academy dashboard and scroll down to the CIMA certification section and click “Apply Now”. If you do not have an account, you can create one here: https://hubs.li/Q03fL4hw0.. #CIMA #InvestmentManagement #ChicagoBooth #ProfessionalDevelopment

🧠 Knowledge is Power—Stay Informed with The Insider! Want cutting-edge academic research and market insights delivered straight to your inbox? The Insider keeps you ahead with expert analysis on: 📈 Investments & portfolio strategies 🔎 Wealth management trends 📚 Thought leadership from top professionals Don’t miss out! Sign up today! https://hubs.li/Q03fCQ460 #FinancialAdvisors #FinancialInsights #CurrentEvents #InvestmentsManagement #WealthManagement

🎉 That’s a wrap at #Experience2025! All good things must come to an end. We had an unbelievable time here at our signature conference – packed with incredible sessions and networking opportunities throughout our time together. A huge thank you to our amazing volunteers who’ve played an instrumental role in helping us launch this wonderful event - as well as to our sponsors and staff. As we look ahead to next year - we have some VERY exciting news to share! We are thrilled to announce that members and financial professionals will soon get to choose their Experience! 🗓️ Mark your calendars – Experience will be heading to Fort Lauderdale, FL (April 20-21) AND Scottsdale, AZ (November 16-17) in 2026! Stay tuned for more details in the coming months!

Our final day of #Experience2025 is upon us and what a way to kick it off than with a powerful keynote session by Herman Brodie, Founding Director at Prospecta Ltd. Herman demonstrated how trust isn’t just about competence, it’s about showing clients you truly have their best interests at heart. Even when service failures happen, the right response can restore and even strengthen client relationships.

Day three of #Experience2025 came to a close with an exciting keynote session featuring Jeffrey Gundlach, Chief Executive Officer & Chief Investment Officer at DoubleLine and Anastasia Amoroso, CFA®, Managing Director and Chief Investment Strategist, iCapital. With so much uncertainty ahead, this session provided attendees with strategies to navigate market shifts and position portfolios for success. What a day it was as we prepare to unwind – and enjoy some delicious local cuisine and live music in charming downtown Austin. We kick off our final day of our conference tomorrow with yet another exciting keynote presentation! See you soon!

We just concluded an insightful panel discussion on the rapidly evolving world of cryptocurrency and digital assets. Panelists Don Friedman, CBDA, CEO, at Digital Assets Council of Financial Professionals, Adam Blumberg, CFP®, Co-Founder at Interaxis, and Nik Fahrer, CPA, Director, at Forvis Mazars, focused on tax compliance, estate planning, and the critical importance of crypto knowledge and provided actionable insights needed to make attendees’ practices resilient and effective for clients in the digital age. #Experience2025 #CryptoInWealth #DigitalAssets

🤖 AI & Wealth Management: The Future is Now! AI isn’t replacing advisors—it’s empowering them to deliver smarter, faster, and more personalized client experiences. Led by Clayton Chandler, Chief Information Security, Privacy and Data Officer at Osaic, Todd Cooper, CIMA®, Chief Revenue Officer at TIFIN AG, Greg Beltzer, Head of Technology at RBC Wealth Management, and Sneha Sanghrajka Shah, Executive Vice President and Head of New Business Ventures at SEI, this interactive Q&A session explored how advisors can adopt AI solutions to enhance efficiency and create personalized client experiences for various wealth levels. #Experience2025 #AIinFinance #WealthManagement

John Bowen, Founder and Chief Executive Officer, CEG Worldwide LLC, just wrapped up an eye-opening session on winning and keeping UHNW clients. With insights from CEG Insights' cutting-edge research, John explored what it truly takes to serve clients with $25M+ in investable assets and stand out in today’s competitive wealth management space. Attendees left with practical tools and strategies to bring back to their practices to ensure client loyalty and business growth. #Experience2025 #UHNWClients #WealthManagement