Join InvestmentNews and the Investment Program Association as we bring to you an exclusive, half-day event for the second year in a row. Experts from across the industry will come together to discuss:

  • Lessons in Leadership - Taking your Career to New Heights: Explore how to navigate your career to reach new heights.
  • What Really Makes a Good Mentorship Relationship GOOD: Learn from successful examples of mentorship relationships and how they can benefit both the mentor and mentee.
  • A Journey to Success: Discover the path these successful executives embarked on to get to where they are today.
  • ...and more

Charity Donation

This year, 100% of all registration fees will be donated to Girls Inc., a 501(c)(3) charity aimed to inspire all girls to be strong, smart, and bold through life-changing programs and experiences that help them navigate gender, economic, and social barriers.

Girls Inc. is a 501 (c) (3) organization incorporated in New York State. All contributions are tax-deductible to the fullest extent allowed by law. Girls Inc. meets the Better Business Bureau Standards for Charitable Solicitations as of the 9/1/2004 review.


Wednesday, June 25, 2014


11:30am - 6:00pm


New York Marriott Downtown

85 West Street

New York, New York

Connect to the Conversation

Join our LinkedIn Group and follow us on Twitter, and network with other financial advisers who are attending the Conference.

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Registration Information

Contact: Shannon Rosic

Phone: 212.210.0450


Speaking Opportunities

Contact: Suzanne Siracuse

Phone: 212.210.0715


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