Calendar

If you would like to have an event listed on the Investment Advisor Calendar please contact Robert F. Keane, Managing Editor.

March 2008:

• March 3-5
  FPA Business Solutions 2008
  Westin O'Hare
  Chicago, Illinois
  800-322-4237
  www.FPAsolutions.org
• March 5
  SIFMA Anti-Money Laundering Compliance Conference
  Marriott Marquis
  New York, New York
  www.sifma.org/aml2008
• March 9-11
  Chicago Board Options Exchange  24th Annual Risk
  Management Conference
  Hyatt Regency Coconut Point
  Bonita Springs, Florida
  312-786-8310
  www.cboe.com/rmc
• March 9-12
  Raymond James’s National Conference for Professional Development
  Orlando World Center Marriott
  Orlando, Florida
  800-248-8863
  www.raymondjames.com
• March 11
  NAIBD Spring Technology & Compliance Symposium
  Marriott Downtown
  Los Angeles, California
  888-646-2423
  www.naibd.com
• March 13-14
  Ibbotson Associates Asset Allocation Conference
  Caribe Royale All Suites Hotel & Convention Center
  Orlando, Florida
  877-525-3257
  www.corporate.morningstar.com
• March 18-19
  Wealth Advisor Institute’s
  Wealth Advisor Summit
  Balboa Bay Club and Resort Newport Beach, California
  202-223-2633
  www.wealthadvisorinstitute.com
• March 18-19
  Money Management Institute’s Annual Convention
  Westin Copley Plaza
  Boston, Massachusetts
  202-822-4949
  www.mminst.org
• March 20
  2008 Financial Professionals Education Expo
  Quorum Hotel
  Tampa, Florida
  800-532-9060
  www.iarfc.org
• March 27-28
  The 4th Annual Marketing & Advertising Compliance Forum
  For Investment Advisers
  The Princeton Club
  New York, New York
  www.frallc.com

April 2008:

• April 1
  NASAA 2008 Public Policy Conference
  Hyatt Regency on Capitol Hill
  Washington, D.C.
  www.nasaa.org
• April 3-5
  Sudden Money Institute’s 2008 Dialogues Conference
  Jupiter Beach Resort Hotel
  Jupiter Beach, Florida
  888-838-9446
  www.SuddenMoney.com
• April 24-26
  Conference on Philanthropy
  Embassy Suites
  Rosemont, Illinois
  www.advisorsinphilanthropy.org

May 2008:

• May 4 –7
  SIFMA’s 35th annual Operations Conference and Exhibit
  JW Marriott Desert Ridge
  Phoenix, Arizona
  202-962-7300
  www.sifma.org
• May 5-7
  National Institute of Certified
  College Planners Annual Conference
  Las Vegas, Nevada
  800-765-2031
  www.niccp.com
• May 4-8
  NAAIM Uncommon Knowledge Conference
  Irvine, California
  888-261-0787
  www.naaim.org
• May 7-9
  2008 fi360 National Conference
  Westin Charlotte
  Charlotte, North Carolina
  866-390-5080
  www.fi360.com
• May 11-14
  CFA Institute Annual Conference
  Vancouver, Canada
  800-247-8132
  www.cfainstitute.org
• May 12-15
  National Regulatory Services Spring Compliance Conference
  Loews Miami Beach Hotel
  Miami, Florida
  860-435-0200
  www.nrs-inc.com
• May 13-16
  NAPFA National Conference 2008
  Long Beach Convention Center
  Hyatt & Renaissance Hotels
  847-483-5400
  www.napfa.org
• May 18-20
  IMCA 2008 Spring Professional Development Conference
  JW Marriott New Orleans
  New Orleans, Louisiana
  303-770-3377
  www.imca.org
• May 21, 2008
  TD Ameritrade Institutional 2008 Spring Regional Conference
  Hyatt Regency
  Newport Beach, California
  www.tdaconferences.com
• May 21-22
  SIFMA’s 4th Annual Independent Firms Conference
  Wyndham Chicago
  Chicago, Illinois
  202-962-7300
  www.sifma.org
• May 27-28
  36th Annual FPA NorCal Conference
  Palace Hotel
  San Francisco, California
  650-851-9338
  www.FPANorCal.org
• May 28-30
  TowerGroup Financial Services Business & Technology Conference and
  Exhibition
  Westin Boston Waterfront Hotel
  Boston, Massachusetts
  781-292-5200
  www.towergroup.com
• May 31-June 4
  FPA Retreat 2008
  Hyatt Bonaventure Hotel
  Ft. Lauderdale, Florida
  800-322-4237
  www.fpanet.org

June 2008:

• June 1-3
  2008 Compliance and Regulatory Affairs Conference
  The JW Marriott Pennsylvania Avenue
  Washington D.C.
  703-707-8830
  www.navanet.org
• June 4-6
  Pershing INSITE 2008 Conference
  The Westin Diplomat Resort
  Hollywood, Florida
  www.pershing.com
• June 10-12
  SIFMA Technology Management Conference and Exhibit
  Hilton New York
  New York, New York
  www.sifma.org
• June 16-17
  SIFMA’s Hedge Funds and Alternative Investments Summit and Exposition
  Grand Hyatt New York
  New York, New York
  202-962-7300
  www.sifma.org
• June 22-26
  Million Dollar Roundtable 2008 Annual Meeting
  Toronto/Ontario, Canada
  847-692-6378
  www.mdrt.org
• June 25-27
  Morningstar Investment Conference 2008
  McCormick Place
  Chicago, Illinois
  www.Advisor.Morningstar.com/2008conference
• June 29-July 2
  NAVA Operations & Technology Conference
  Philadelphia Marriott Downtown
  Philadelphia, Pennsylvania
  703-707-8830
  www.navanet.org

July 2008:

• July 17-20
  NACFC Annual Conference
  Cincinnati, Ohio
  877-966-2232
  www.nacfc.org
• July 25-27
  FPA NexGen 2008
  Saint John's University
  St. Cloud, MN
  800-322-4237
  www.fpanet.org

September 2008:

• September 6-10
  NAIFA Convention and Career Conference
  Manchester Grand Hyatt
  San Diego, California
  703-770-8100
  www.naifa.org
• September 15
  2008 TD Ameritrade Fall Regional Conference
  Hyatt McCormick Place
  Chicago, Illinois
   www.tdaconferences.com
• September 15-17
  NASAA 2008 Annual Fall Conference
  Caesars Palace Hotel
  Las Vegas, Nevada
  www.nasaa.org
• September 23-26
  Schwab IMPACT
  Atlanta, Georgia
  www.schwab.impact.com
• September 25-27
  IMCA 2008 Fall Professional Development Conference
  Hyatt Regency Denver at Colorado Convention Center
  Denver, Colorado
  303-770-3377
  www.imca.org

October 2008:

• October 1-3
  Life Sales Forum & Expo
  Doubletree Hotel at the Entrance to Universal Orlando
  Orlanda, Florida
  800-831-8333
  www.nucoevents.com
• October 4-7
  FPA Boston 2008
  Boston, Massachusetts
  800-322-4237
  www.fpanet.org
• October 5-7, 2008
  NAVA 2008 Annual Meeting
  Philadelphia Marriott Downtown
  Philadelphia, Pennsylvania
  703-707-8830
  www.navanet.org  
• October 13-15
  CFDD 2008 Advisor Conference
  Fairmont Scottsdale Princess Resort
  Scottsdale, Arizona
  630-662-0284
  www.TheCFDD.com
• October 17-21
  2008 Alliance of Cambridge Advisors Annual Conference
  Loews Vanderbilt Hotel
  Nashville, Tennessee
  888-834-6333
  www.cambridgeadvisors.com
• October 20-21
  Retirement Income Symposium
  Embassy Suites Chicago - Downtown/Lakefront
  Chicago, Illinois
  800-831-8333
  www.nucoevents.com
• October 31-November 2
  FSP Financial Services Forum
  Las Vegas, Nevada
  800-927-2427
  www.financialpro.org

November 2008:

• November 19-21
  The American College Knowledge Summit
  Hilton Hawaiian Village
  Waikiki, Hawaii
  888-795-6310
  www.theamericancollege.edu

December 2008:

• December 2-3
  Advisor Summit
  JW Marriott Pennsylvania Avenue
  Washington, DC
  800-831-8333
  www.nucoevents.com