Networking

Lasting Relationships

One of the most valuable benefits of membership in the IAA is the opportunity to form productive, lasting relationships with your professional peers.

The IAA offers a number of formal and informal venues for peer-to-peer engagement.

To join an IAA Committee, Working Group or Forum – or to join an online community on the IAA Exchange – please contact:

iaaservices@investmentadviser.org
or call 202-293-4222.

Neil Simon, IAA Vice President for Government Relations, briefs Government Relations Committee members on legislation moving through the House Financial Services and Senate Banking Committees.

Committees and Working Groups

Our more than 20 issue-specific Committees and Working Groups encourage members with shared interests to participate in discussions of best practices and common challenges – discussions that inform IAA policymaking and advocacy on those issues.

Attendees at an IAA Executive Roundtable in Boston received a briefing on industry trends from Cerulli Associates researchers.

Executive Roundtables

IAA’s Executive Roundtables – held in cities across the country throughout the year – provide a forum for C-Suite executives to meet in small groups, hear from expert speakers on timely topics and discuss matters of mutual concern.

Compliance officers from Chicago area firms discuss shared challenges at a recent Smaller Adviser Meeting.

Smaller Advisers Meetings

Our Smaller Advisers Meetings, held in conjunction with the IAA’s Compliance Workshops each fall, encourage members from small advisory firms to meet with one another and with members of the IAA Legal Team.

C-Suite executives gather for a breakout session on mergers & acquisitions at the IAA Leadership Conference.

Leadership Conference/Compliance Conference

In addition to providing open networking opportunities for members in attendance, the IAA’s annual Leadership Conference and Compliance Conference offer sessions designed for firms in specific AUM ranges or with specific business models.

On the IAA Exchange – our online communities – members with shared compliance and business interests pose questions, trade information, and create relationships.

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