The 5th Annual Integrated Wealth Management Forum

The 5th Annual Integrated Wealth Management Forum is coming up September 10th-12th at the Union League Club in New York City. For those unfamiliar with this unique event, it brings together great financial minds to discuss issues and ideas regarding wealth management. Included on the impressive roster of speakers this year will be Robert Arnott, the father of fundamental indexing, Daniel Kahneman, a Princeton professor and recognized expert on behavioral science, Jean Brunel, editor of the Journal of Wealth Management, and Charlotte Beyer, CEO of the Institute for Private Investors. The event should provide a great educational resource and networking opportunity for those who deal with high net-worth clients in their practices.

I’m particularly excited about meeting Robert Arnott. I’ve discussed Rob (along with related topics on indexing) on my blog in the past. Rob has been arguing against market-cap weighted indexes since back when it wasn’t a popular thing to do. Lately he’s been in the press for “butting heads” with John Bogle, the Vanguard founder and staunch opponent of fundamental indexing. For those who aren’t familiar, Rob’s indexing strategy looks to overcome perceived defects in the current capitalization-weighted benchmark for stock market indexing. In theory, this allows for a lower percentage of overvalued stocks by weighting indexes using objective measures of company size. These measures could include earnings, dividend-payouts, etc. Rob will be presenting and discussing his stance at the opening address of the forum.
I’ve mentioned Mr. Kahneman as well in my post discussing the relationships between behavioral science and financial planning. This topic touches on the “emotional” aspect of investing, which I dedicate a chapter to in my upcoming book. There will be a session on the first day of the conference highlighting the interaction between behavioral science and Modern Portfolio Theory (MPT). For those who are unfamiliar, MPT proposes how rational investors will use diversification to optimize their portfolios, and how a risky asset should be priced. This should be a fascinating session.
For any of my readers who are fellow financial planners, investment advisors, attorneys, accountants, etc, take a deeper look at what this event could offer for you and your clients. I plan on attending and bringing back some fresh information for my practice, and of course, the blog.
For further information, contact Ronda at
For general questions and comments regarding this post or any other, I can be reached in my office or via e-mail at
Russell Bailyn
Premier Financial Advisors, Inc.
14 E. 60th Street, #402
New York, NY 10022
(212)752-4343 *31

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