NYTimes Best seller, Wizard of Lies Author Diana B. Henriques Among Featured Speakers at Investments & Wealth Institute Inves...
December 13 2018 - 11:50AM
Business Wire
Diana B. Henriques, author of Wizard of Lies, a
NYTimes best seller and HBO Film, will speak to 700+ advanced
investment and wealth management practitioners in New York, NY at
Investment Advisor Forum Feb. 11-12, 2019
The Investments & Wealth Institute 2019 Investment
Advisor Forum: Portfolio Construction Strategies, will be held
February 11-12, 2019 at the New York Hilton Midtown, New York, NY.
One of the featured speakers will be Diana B. Henriques, an
award-winning financial journalist, and author of A
First-Class Catastrophe: The Road to Black Monday, the Worst Day in
Wall Street History; and The Wizard of Lies: Bernie Madoff and the
Death of Trust, a New York Times best seller. The Wizard of Lies
was also adapted into a film with Robert De Niro in the starring
role. Ms. Henriques also makes an appearance, playing herself as
the first journalist to interview Madoff in prison, airing on HBO
in May 2017.
“Our volunteer program committees go out of their way to
deliver best-in-class ethics presenters at each and every Institute
conference. Ms. Henriques’ extensive investigative reporting on
white-collar crime, market regulation and corporate governance
gives her unique insights and perspective,” said Sean Walters,
CAE, Investments & Wealth Institute, chief executive officer.
Adding, “Our Code of Professional Responsibility
sets a high standard to help advisors enhance the quality of
advice and consulting offered to the public.”
Ms. Henriques’ session will discuss how Madoff's fraud worked
and how a better understanding of it can inform a smarter approach
to this hazard for all investors and for financial professionals
trying to keep investors safe from predators such as Madoff.
The two-day conference will feature seven general sessions and 8
specialized workshops. The agenda features the following
experts:
- Richard Marston, Ph.D., James R. F. Guy
Professor of Finance, The Wharton School
- Toby Moskowitz Ph.D., Dean Takahashi
Professor of Finance, Yale School of Management
- Andrew Friedman, J.D., Founder &
Principal, The Washington Update
- Jim Sandidge, J.D., Principal, The
Sandidge Group
- Patrick Nolan, CFA®., Senior Portfolio
Strategist, BlackRock Portfolio Solutions Team
- Herman Brodie, Founding Director,
Prospecta Ltd.
The Investment Advisor Forum focuses on issues and topics
central to the Certified Investment Management Analyst®
(CIMA®) certification program. The CIMA program is offered in
collaboration with the nation’s leading business schools, The
Wharton School at the University of Pennsylvania, Yale School of
Management, and the Booth School of Business, University of
Chicago.
All types of financial professionals are welcome and attendees
of the Investment Advisor Forum hail from all advisor channels:
full service wealth management firms, banks, independent firms, and
asset management firms. The Investment Advisor Forum will offer up
to 15 hours of live and online CE credit for advisors who have
earned the CIMA®, CPWA®, RMASM, and CFP® certifications. For
detailed event information, visit the Investment Advisor Forum
event web page. Early-bird pricing ends January 11, 2019.
For Information:For additional information, or journalists
interested in receiving conference credentials, contact Devon
Coquillard, communications manager, dcoquillard@i-w.org,
303-850-3202.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute,
formerly known as IMCA, is a professional association, advanced
education provider, and standards body for financial advisors,
investment consultants, and wealth managers who embrace excellence
and ethics. Investments & Wealth Institute administers three
certifications: Certified Investment Management Analyst® (CIMA®),
Certified Private Wealth Advisor® (CPWA®), and Retirement
Management Advisorsm (RMAsm). Through its publications, live
events, online courses, assessment-based certificate programs, and
advanced certifications, the Institute delivers premier-quality,
practical education to advanced practitioners in more than 38
countries.
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Investments & Wealth InstituteDevon Coquillard,
303-850-3202Communications Managerdcoquillard@i-w.org