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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
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.
Delegates will explore the far-reaching implications of the post-election US environment on private wealth and financial markets, unpack how AI is fundamentally reshaping investment operations, and examine where the smartest family offices are placing their capital next.
This seven-month hybrid program is designed for next-generation wealth holders (ages 20–55). Participants engage in lectures, workshops, fund due diligence, and develop an Impact Investment Policy Statement through two in-person modules and online coursework.
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.
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.
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.
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.
The Private Wealth Management Summit, hosted by Marcus Evans, is an invitation-only, premium gathering bringing together senior private wealth managers, family office investors, and innovative asset managers for three days of high-impact dialogue and strategic networking.
In partnership with JABOY Productions, Family Office Access at ISS Market Intelligence is participating in the ELITE Private Wealth Summit in Dallas, bringing together a highly curated audience of family offices, RIAs, high-net-worth investors and other active allocators.
Family Office Access at ISS Market Intelligence is partnering with the Virtual 1:1 VC Pitch Conference, an online event connecting startup founders with venture capital firms, angel investors and family offices. Founders raising capital can participate in up to 20 matched, one-on-one investor meetings in a single day, creating a more focused alternative to months of cold outreach.
Family Office Access at ISS Market Intelligence is pleased to participate in the second day of JABOY Productions’ ELITE Private Wealth Summit, taking place at the Fort Worth Club and followed by an evening experience at the iconic Fort Worth Stockyards.
Join JABOY Productions for The Dominican Legacy Gala, an evening celebrating excellence, leadership and the people helping build what comes next. Taking place in the Granada Ballroom at The Biltmore Hotel in Coral Gables, the Gala will bring together an extraordinary group of leaders and cultural figures for an evening honoring Dominican achievement and legacy.
The Dubai Capital Activation Summit organized by FiftyPoints VC in partnership with the Intuitive Investors Forum (IIF), is designed to connect pre-qualified founders with actively investing capital providers through structured matchmaking rather than traditional conference networking.
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.
In this Family Office Access MasterClass, Danielle Patterson, Executive Director at ISS Market Intelligence, will host Scott Roulston for a conversation exploring how the wealth management industry has evolved, what those changes mean for today’s Family Offices, and how families should think about the institutions, advisors, and structures surrounding their wealth.
Join award-winning philanthropy advisor Kris Putnam-Walkerly for this free live masterclass and learn practical ways to help your clients clarify philanthropic goals, make giving decisions sooner, and turn reactive giving into strategy.
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.
Through our partnership with DC Finance, you are invited to attend the Alberta Family Office & High Net Worth Conference on October 13, 2026. This gathering brings together global family offices and high-net-worth individuals for a full day of insights and conversation.
Through our partnership with DC Finance, you are invited to attend the Vancouver Family Office & High Net Worth Conference. This multi-day gathering brings together family principals, high net worth individuals, and advisors for focused discussion on the key issues shaping today’s private wealth landscape.
This seven-month hybrid program is designed for next-generation wealth holders (ages 20–55). Participants engage in lectures, workshops, fund due diligence, and develop an Impact Investment Policy Statement through two in-person modules and online coursework.
Through our partnership with CSP, we’re excited to share Module 1 of this seven-month hybrid program, taking place at the University of St. Gallen. Designed for next-generation wealth holders (ages 20–55), the program combines in-person learning with online coursework.
We are excited to present Israel’s 17th Annual Tel Aviv Family Office Conference (since 2008). The conference covers various topics from Estate Planning to Philanthropy, from Arts to Next Generation; from Technology & Innovation to Wealth Management.
Through our partnership with CSP, we’re pleased to share Integrating Philanthropy & Investing to Maximize Impact (IPI), taking place at Stanford University. Designed for wealth holders, family office principals, and foundation leaders looking to move beyond traditional silos and more effectively align their capital.
This program is for wealth holders, family office principals, and foundation heads seeking to break away from traditional silos and integrate various forms of capital across their portfolios. Over four days, participants develop impact evaluation scorecards and create concrete action plans to align financial and impact objectives
CC Forum London brings together global investors, policymakers, entrepreneurs, and sustainability leaders to explore the future of impact investing and sustainable development. Through keynote discussions, networking opportunities, and startup showcases, attendees will gain insights into climate innovation, renewable energy, emerging technologies, social impact, and the investment strategies shaping a more sustainable future.
We are proud to present the 19th East Coast Family Office Conference — the annual gathering place for our Tri-State community of ultra-high-net-worth individuals and single family offices. We will address financial market outlooks, investments in real estate, technology, and alternatives.