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Events
Meet the ISS MI team! Join us and connect with our experts at these upcoming industry events and webinars.
Upcoming Events
Presented by:
Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem.
The 2026 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships.
Get ready for IMPACT 2026! IMPACT is the premier event for RIAs and independent recordkeepers who work with Schwab, with exceptional content, memorable experiences, and the latest from across the industry.
Past Events
Moderator:
Amy Resnick, Executive Editor, Chief Investment Officer
Moderator:
Amy Resnick, Executive Editor, Chief Investment Officer
Speakers:
Kevin Spraggs, Head of U.S. Research Development, ISS Market Intelligence
Christopher Davis, Head of U.S. Investment Fund Research, ISS Market Intelligence
Speakers:
R. Bradford Huss, Director, Trucker Huss
Leah Sylvester, Executive Partner, President of Retirement Plans, Shepherd Financial
Speakers:
Heather Bader, Partner, Faegre Drinker Biddle & Reath LLP
Kim Cochrane, Director, Client Services, HUB International MidAtlantic
Speakers:
Benjamin Reed Hurwitz, Associate Director, Research, ISS Market Intelligence
Speakers:
Summer Conley, Partner, Faegre Drinker Biddle & Reath LLP
Michael Kozemchak, Managing Director, Institutional Investment Consulting
We’re thrilled to invite you to the CSF 2026 Annual Conference to celebrate this milestone. Join us for an inspiring gathering filled with educational sessions and dynamic networking opportunities.
We’re looking forward to connecting with attendees to share how our MarketPro product suite is helping power the next wave of growth in wealth and investment management.
Host:
Carl Robinson, Associate Director, ISS Market Intelligence
The renowned financial industry event will return to the Virgin Hotel in Las Vegas for four days of networking and premier content, bringing together financial advisors, issuers, and financial services professionals.
The premier event for senior leaders across the investment advisory industry. New this year, it is by invitation only, bringing together a select group of leaders for elevated dialogue on the macro trends shaping the future of investment advice and solutions. ISS MI’s Ben Doob will be in attendence.
Sessions on disruptive trends that will shape the retirement and investment industries in the future. The Forum begins the morning of March 26th in Newport Beach, followed by the daylong Forum sessions and a closing reception.
The premier conference for retirement plan advisors across the nation. It’s the only industry event tailored specifically for advisors, offering actionable, unbiased insights that truly resonate. From cutting-edge updates on Capitol Hill to practical strategies that can help you manage and expand your business, the 401(k) Summit delivers a wealth of knowledge that you won’t want to miss!
OSC Dialogue 2026 will explore how Canada’s capital markets can remain resilient, competitive, and adaptive. This year’s theme, Competitive edge, reflects the Ontario Securities Commission’s commitment to shaping the future of regulation and building our markets to have a competitive advantage in a rapidly shifting global landscape.
Presented by:
Paul Curley, CFA, Executive Director, 529 & ABLE Solutions
It is our mission to help by providing the education and information needed to keep up to date on the latest trends and developments, regulatory and legislative updates, and optimal administration and investment practices.
Host:
Carl Robinson, Associate Director, ISS Market Intelligence
Wealth management conference for RIAs encompassing investment, technology and growth strategies.
The Treasury Management Training Symposium (TMTS) is a flagship educational conference hosted by the National Association of State Treasurers (NAST). TMTS is designed for public treasury professionals, government staff, and private-sector partners to enhance their knowledge of treasury management practices.
ISS Market Intelligence’s Family Office Access Lunch & Learn brought together leading voices in sustainable investing, philanthropy, governance, and next-generation leadership to explore how Family Offices can align wealth with purpose.
Moderated by Danielle Patterson, Executive Director of Family Office at ISS MI, the discussion examined the impact of the Great Wealth Transfer, strategies for preparing future generations, and practical approaches to building lasting family legacies through values-driven stewardship.
We’re happy to share an upcoming summit by Opal Group, set in an inspiring and highly exclusive setting, bringing together Family Office leaders, ultra-high-net-worth individuals, and top wealth managers to explore the future of generational wealth and long-term impact.
As the family office landscape continues to evolve—shaped by wealth transfer, demographic shifts, and changing investor priorities, this event offers a valuable opportunity to gain forward-looking insight while building meaningful, peer-level connections.
We are proud to present our Hong Kong Family Office conference for the region’s community of ultra high net worth individuals and single family offices.
We will discuss many of the issues that are on the agenda of the high net worth community: from an overview of the financial markets and life after COVID to investments in real estate, technology and alternatives; from estate planning, preparing the next-generation, woman entrepreneurship and family business to philanthropy, impact investing and the arts; from marrying wealth to divorcing it.
The Wealth Management Industry Awards, known as the “Wealthies,” is the industry’s premier awards program recognizing the firms, individuals, and organizations driving innovation and advancing financial advisor success. Held annually in New York City, the event brings together leaders from across the wealth management ecosystem for executive forums, networking opportunities, and an evening awards gala celebrating excellence in technology, investment solutions, practice management, client service, and industry leadership. Now in its 12th year, the Wealthies continues to spotlight the achievements shaping the future of wealth management.