[BrokerDealersnet Logo]

HomeInvestment ProductJobsNewsRegulatoryResources

   
 

.

 

Conferences

 

Summary: Industry Conference Schedule includes Date(s), Group, Event and Location. For more detailed information, click on link to the Sponsoring Organization.

Industry Groups interested in posting conference information, please register here.

 
 
Go to: SET Project on BrokerDealersnet
 

2009: January | February | March | April | May | June |
July | August | September | October | November | December

 
 
 

Date(s)

Group

Event

Location

 
       

January

8 - 9

PLI

Preparation of Annual Disclosure Documents 2009

San Francisco, CA

10

PLI

ABCs of Mutual Funds 2009

New York, NY

12 - 13

IMCA

New York Consutlants Conference

New York, NY

12 - 13

PLI

Institute on Securities Regulation in Europe (Eighth Annual): A Contrast in EU & U.S. Provisions

London, UK

12 - 14

CFA Instititute

Advanced Valuation

Dhabi, United Arab Emirates

15

NICSA

East Coast Regional Meeting

Boston, MA

19 - 20

FPA of Central Florida

19th Annual Symposium

Orlando, FL

20

SIFMA

AMF Workshop Custodian Summit

New York, NY

20 - 22

NAPFA

NAPFA Investments Conference

St. Petersburg, FL

21 - 23

IIR

Private Placements Industry Forum

Boca Raton, FL

21 - 23

IMN

Winter Forum on Real Estate Opportunity & Private Fund Investing

Laguna Beach, CA

22

FRA

Hedge Funds A-Z

New York, NY

22 - 23

FRA

Hedge Fund Incubation and Seeding

New York, NY

25 - 28

ABA

Insurance Risk Management Annual Conference

Weston, FL

26

FRA

5th Investors' Summit on the Secondary Life Market

New York, NY

26

FRA

Client Servicing for Institutional Asset Management

New York, NY

26 - 27

FRA

The Finance 2.0 Summit

New York, NY

28 - 30

FSI

OneVoice: FSIs 2009

San Antonio, TX

29 - 30

FRA

Microfinance East: The Investment Opportunity

New York, NY

29 - 30

FRA

The Sub-Advised & Multi-Managed Funds Forum 2009

New York, NY

29 - 30

FRA

The 3rd Annual Water Finance And Investment Summit

Atlanta, GA

30

FRA

The 2009 Hedge Fund Financial Statement Preparation Seminar

New York, NY

 

February

2 - 3

FRA

The 8th Annual Managed Accounts Technology & Operations Summit

Miami, FL

3

FRA

Designing and Implementing Next-Generation Value-Based Insurance Plans

Atlanta, GA

4

CFA Instititute

Alternative Investments

New York, NY

4

SIFMA

European Market Liquidity Conference 2009

London, UK

4 - 7

TD Ameritrade

TD Ameritrade National Conference

Las Vegas, NV

8 - 11

SIFMA

ASF 2009

Las Vegas, NV

9 - 12

IIR

5th Annual Managing Retirement Income

Boston, MA

11 - 13

MFDA

Managed Funds Network 2009

Key Biscayne, FL

11 - 12

West Legalworks

27th Annual Institute on Federal Securities

Miami, FL

12 - 13

West Legalworks

21th Annual ERISA Litigation Conference

Orlando, FL

15 - 18

NICSA

NICSA's 26th Anniversary Annual Conference & Expo

Miami, FL

15 - 18

ABA

National Conference for Community Bankers

Phoenix, AZ

17 - 19

LOMA

LOMA Winter Technology Conferences

San Diego, CA

22 - 24

NAVA

2009 Marketing Conference

New York, NY

23

NSCP

West Coast Regional Membership Meeting

Atlanta, GA

23 - 24

FRA

Private Equity International Tax & Fund Administration Forum

New York, NY

23 - 24

NAAIM

NAAIM Marketing CRAM Session

Dallas, TX

23 - 25

IIR

Portfolio Mgmt for New Products and Services

Fort Lauderdale, FL

24

FRA

Mastering RFPS & Cconsultant Databased: 2009 Summit

New York, NY

24

FRA

Target Date Funds Forum

Boston, MA

24 - 25

FRA

Marketing and Client Servicing for Hedge Funds

New York, NY

25 - 27

LIMRA

Distribution Conference

Lake Buena Vista, FL

26 - 03/01

NTSAA

National Conference

New Orleans, LA

28 - 3/1

ABA

Seminar for Presidents

Bonita Springs, FL

28 - 3/3

BISA

Annual Convention

Hollywood, FL

 

March

4

SIFMA

Anti-Money Laundering and Financial Crimes Conference

New York, NY

4 - 6

LOMA

Insurance Immersion Program

Atlanta, GA

5

FINRA

Fixed Income Conference

New York, NY

5 - 6

CFA Instititute

Asset and Risk Allocation

Philadelphia, PA

8 - 13

SIFMA

Securities Industry Institute

Philadelphia, PA

9 - 10

FPA

FPA Business Solutions

Chicago, IL

9 - 10

IMCA

Specialty Conference—Focus on Retirement

San Antonio, TX

9 - 11

IIR

11th Annual Education Industry Investment

Phoenix, AZ

10 - 13

IIR

11th Annual Money Market Expo

Orlando, FL

11 - 13

CFA Instititute

Hedge Funds

London, UK

11 - 13

IIR

Alternative Investing Through Insurance & Annuities

Miami, FL

11 - 13

LOMA

LOMA Customer Service Conference

San Antonio, TX

11 - 13

ABA

Wealth Management and Trust Conference

San Francisco, CA

15 - 17

SourceMedia

14th Annual Best Practices in Retail Financial Services Symposium

Naples, FL

16

NSCP

Southern Membership Meeting

Los Angeles, CA

16 - 18

IMN

14th Annual Public Funds Summit

Dana Point, CT

17 - 18

NAIBD

Spring Symposium

Santa Monica, CA

17 - 19

CFA Instititute

Alternative Asset Allocation Seminar

London, UK

19 - 20

FRA

3rd Defined Contribution Investment-Only Forum

Boston, MA

22 - 25

ICI

Mutual Funds and Investment Management Conference

Palm Desert, CA

23 - 25

IIR

4th Annual Conference on Managing Retirement Income

Miami, FL

24 - 25

IMN

8th Annual Euro ETF Forum

Amsterdam, The Netherlands

25 - 26

CFA Instititute

Wealth Management 2009

Chicago, IL

25 - 27

FRA

Renewable Energy Finance and Investment Summit

San Diego, CA

26

West Legalworks

Investment Adviser Regulation

New York, NY

27 - 29

ABA

National Compliance School

San Jose, CA

29 - 30

ABA

Mutual Community Bank Conference

Washington, DC

3 - 4

LIMRA

Effective Organizational Change

Charlotte, NC

3 - 5

TowerGroup

Retail Banking USA 2009

Orlando, FL

30

NSCP

East Coast Regional Membership Meeting

Boston, MA

30 - 04/01

LIMRA

The Life Insurance Conference

Lake Buena Vista, FL

30 - 04/02

LIMRA

LIMRA Executive Development Programs

Boston, MA

30 - 04/1

LOMA

The Life Insurance Conference

Orlando, FL

30 - 31

IMN

9th Annual U.S. World Series of ETFs - Southeast

Coral Gables, FL

30 - 4/1

ABA

Government Relations Summit

Washington, DC

 

April

1 - 2

CFA Instititute

Investing in Energy

Calgary, Canada

1 - 3

LIMRA

The Retirement Industry Conference

Lake Buena Vista, FL

TBD

IMN

Insurance Linked Securities Summit US

New York, NY

3

FRA

Efficiency Finance Forum

San Francisco, CA

6 - 8

LOMA

LOLIC Annual Meeting

Washington, DC

7

FINRA

Small Firm Conference Series

New York, NY

16 - 17

ICI

Investment Company Directors Workshop

Boston, MA

20

NSCP

Midwest Membership Meeting

Chicago, IL

22

PLI

Banking Law Institute 2009

New York, NY

22 - 23

FRA

Credit Crisis: Litigation & Regulation in Complex Securities

New York, NY

22 - 24

ABA

Risk Management Forum

Savannah, GA

23 - 24

Forrester

Forrester's Marketing Forum

Orlando, FL

26 - 28

FRA

The Stars & Stripes 2009 and Emerging Manager 2009

Miami, FL

26 - 28

ABA

Capital Markets Forum for Corporate Trust Professionals

Tampa, FL

26 - 29

CFA Instititute

CFA Institute Annual Conference

Orlando, FL

26 - 29

IIR

GAIM Cayman

Cayman Islands

26 - 29

NRS

Annual Spring Compliance Conference

Orlando, FL

26 - 29

SIFMA

Insurance- & Risk-Linked Securities Conference

New York, NY

26 - 29

SIFMA

Operations Conference & Exhibit

Hollywood, FL

27 - 29

FSI

FSI Spring Discussions

Denver, CO

27 - 30

FPA

FPA Retreat

Palm Springs, CA

28

SIFMA

Clearing and Settlement Conference 2009

London, UK

29

West Legalworks

Hedge Funds: Issues and Opportunities in Today's Capital Markets

New York, NY

 

May

3 - 5

IMCA

Spring Professional Development Conference

San Diego, CA

3 - 6

NAAIM

NAAIM Annual Conferece

Denver, CO

4 - 6

TowerGroup

Annual Financial Services Business & Technology Conference and Exhibition

Orlando, FL

6 - 8

FINRA

Annual Conference

Boston, MA

6 - 8

ICI

General Membership Meeting

Washington, DC

10 - 13

NICSA

20th Annual Globalisation of Investment Funds

Southampton, Bermuda

11 - 15

CFA Instititute

International Wealth and Tax Planning Seminar

Lucerne, Switzerland

12 - 13

LIMRA

Sales Compensation Seminar

Simsbury, CT

12 - 14

CFA Instititute

Advances in Asset Allocation

New York, NY

12 - 19

ABA

School of Bank Marketing and Management

Dallas, TX

13 - 15

TowerGroup

Risk & Security 2009

Hampshire, UK

17 - 19

LOMA

ACORD LOMA Insurance Systems Forum

Orlando, FL

17 - 20

LOMA

LOMA Financial Inforum

Scottsdale, AZ

17 - 29

Morningstar

Morningstar Investment Conference

Chicago, IL

18

NSCP

2nd East Coast Regional Membership Meeting

New York, NY

18 - 19

BISA

Sales Management Workshop

New Orleans

18 - 21

LIMRA

Leadership Strategies

Boston, MA

20

SIFMA

Market Structure Conference

New York, NY

26 - 28

FINRA

Annual Conference

Baltimore, MD

27 - 28

NICSA

IFIA/NICSA Annual Global Funds Conference

Kildare, Ireland

 

June

TBD

IMN

13th Annual Plan Sponsor & Consultants Circle

TBD

TBD

BISA

Legislative, Regulatory & Compliance Symposium

Washington, DC

2 - 6

NAPFA

NAPFA National Conference

National Harbor, MD

2 - 7/02

CFA Instititute

Oxford Private Equity

Oxford, UK

4 - 5

ICI

Mutual Fund Compliance Programs Conference

Alexandria, VA

7 - 10

ABA

Regulatory Compliance Conference

Orlando, FL

7 - 11

MDRT

Annual Meeting

Indianapolis, IN

7 - 9

LOMA

LOMA The Caribbean Conference

San Juan, PR

7 - 9

NAVA

2009 Compliance and Regulatory Affairs Conference

Washington, DC

8

NSCP

Canada Membership Meeting

Toronto, Canada

8 - 11

LIMRA

Marketing Strategies

Wellesley, MA

9

LOMA

LOMA Canada Annual Meeting

Toronto, Canada

13 - 14

PLI

Private Equity Forum, 10th Annual

New York, NY

13 - 19

ABA

Stonier National Graduate School of Banking

Philadelphia, PA

14 - 18

CFA Instititute

Wealth Management in Practice

Philadelphia, PA

21 - 23

LOMA

LOMA Strategic Issues Conference

Kuala Lumpur, Malaysia

22

West Legalworks

Investment Adviser Regulation

Boston, MA

22 - 24

ABA

CFO Exchange

Denver, CO

22 - 24

MFDA

Managed Funds Network 2009

Chicago, IL

23 - 25

SIFMA

Technology Management Conference & Exhibit

New York, NY

25 - 26

LIMRA

Compliance & Market Conduct Exchange

Las Vegas, NV

28 - 07/01

NAVA

2009 Operations and Technology Conference

Boston, MA

29

PLI

Fundamentals of Broker-Dealer Regulation 2009

New York, NY

 

July

6 - 10

CFA Instititute

Investment Management Workshop

Boston, MA

16

FINRA

Small Firm Conference Series 

Chicago, IL

19 - 24

CFA Instititute

Financial Analysts Seminar

Chicago, IL

20 - 21

IMCA

Advanced CIMA® Workshop: The Best of Wharton

Philadelphia, PA

30 - 31

CFA Instititute

Private Wealth Management

Singapore

 

August

12 - 14

LIMRA

Advanced Sales Forum

St Petersburg, FL

 

September

TBD

IMN

3rd Annual Hedge Fund Activism and Shareholder Value Summit

Phoenix, AZ

TBD

IMN

7th Annual Alternative Investments Summit

Phoenix, AZ

1

IIR

15th Annual Money Fund Forum

New York, NU

10 - 11

Forrester

Forrester's Security Forum 2009

San Diego, CA

10 - 11

PLI

Understanding the Securities Laws 2009

New York, NY

12 - 15

BISA

Community & Regional Banking Forum

Grapevine, TX

13 - 15

LOMA

LOMA Annual Conference & Conferment

San Diego, CA

13 - 15

ABA

Marketing Conference

San Antonio, TX

13 - 16

ICI

Tax & Accounting Conference

Lake Buena Vista, FL

14 - 15

PLI

Estate Planning Institute 2009 (40th Annual)

New York, NY

14 - 16

LIMRA

Group Benefits Leadership

Boston, MA

16 - 17

LOMA

LOMA Contact Center Workshop

Orlando, FL

20 - 22

NAVA

2009 Annual Meeting

Boston, MA

20 - 22

LIMRA

European Annual Meeting

Barcelona, Spain

21 - 23

LOMA

LIC Marketing Conference

St Louis, MO

22 - 23

NICSA

17th ALFI/NICSA Annual Global Funds Conference

Luxembourg, Germany

23 - 26

Schwab

Schwab Conference

San Diego, CA

 

October

1

NICSA

East Coast Regional Meeting

Boston, MA

1

FINRA

Small Firm Conference Series 

San Francisco, CA

1 - 3

IMCA

Fall Professional Development Conference

Atlanta, GA

4 - 6

ABA

ABIA Annual Conference

Washington, DC

7

PLI

Hedge Funds 2009

New York, NY

10 - 13

FPA

FPA Annual Convention

Anaheim, CA

11 - 13

ICI

Operations and Technology Conference and Service Provider Exhibition

Orlando, FL

14

West Legalworks

Investment Adviser Regulation

New York, NY

15 - 16

PLI

Securities Filings 2009

New York, NY

20 - 22

NSCP

NSCP National Meeting

Philadelphia, PA

21 - 22

FINRA

Annual Conference

Washington, D.C

25 - 27

LIMRA

LIMRA Annual Meeting

New York, NY

25 - 28

ABA

Annual Convention, Market Expo & Directors' Forum

Chicago, IL

26 - 27

PLI

Understanding the Securities Laws 2009

San Francisco, CA

26 - 28

Society of FSP

FSP Forum

Phoenix, AZ

28

PLI

Coping with Broker/Dealer Regulation and Enforcement 2009

New York, NY

28 - 31

NRS

Annual Fall Compliance Conference

Scottsdale, FL

29 - 30

PLI

Securities Filings 2009

Chicago, IL

 

November

4 - 6

PLI

Securities Regulation Institute 2009 (41st Annual)

New York, NY

9 - 10

IMCA

Advanced Wealth Management Conference

Chicago, IL

11 - 13

ICI

Investment Company Directors Conference

Amelia Island, FL

12 - 13

PLI

Securities Filings 2009

San Francisco, CA

16 - 17

PLI

Understanding the Securities Laws 2009

Chicago, IL

 

December

6 - 8

IMCA

Practice Management Conference

Park City, UT

6 - 9

IMN

14th Annual Super Bowl of Indexing Conference

Phoenix, AZ

7 - 8

BISA

Sales Management Workshop

So. California

7 - 8

PLI

Understanding the Securities Laws 2009

New York, NY

9

PLI

A Guide to Banking and Financial Services Law and Regulation 2009

Pittsburgh, PA

 
 
 
 

Go to: | AlternativeInvestmentsnet.com | Annuitiesnet.com | LifeInsurancenet.com |
| ManagedMoneynet.com | MutualFundsnet.com |
| RetirementServicesnet.com |

[Go to: FinancialAdvisorsnet] FinancialAdvisorsnet.com

 
 

Quick Search

 

Help

Tools

 

Conferences
Phone Directories
Travel/Maps
Weather
Glossary Performance

Links more info