Experience

Nashville, TN

November 7—9, 2027

JW Marriott Nashville
201 8th Avenue South
Nashville, Tennessee 37203

Register

What’s
in store

An Exclusive Gathering of Wealth Management Leaders

Over three days, connect with leading industry voices and fellow wealth management professionals to exchange ideas, tackle shared challenges, and uncover new strategies for success. Build valuable relationships, gain fresh perspectives, and discover new ways to strengthen your practice—all alongside some of the best in the business.

SEcure your spot

Attendees in conversation at a table

Enjoy the Experience

Between cocktails at Bourbon Sky on the JW Marriott Nashville rooftop, dinner 34 floors up at Bourbon Steak by Michael Mina, and live music on Broadway, everything you want to experience is within easy walking distance. The Country Music Hall of Fame, Johnny Cash Museum, and The Gulch's restaurants and shops are all close by, making it easy to explore Nashville without going far. Some of the best conversations at Experience start over dinner, so bring the people you meet along.

View the Venue

Bourbon Sky rooftop bar at the JW Marriott Nashville

400+

Wealth and investment managers
in attendance

$601M

Average AUM of attendee

30+

Wealth and investment education sessions

40+

Industry-leading speakers

Past Featured Speakers

Emily
Chang

Emily Chang - clr

Bestselling Author, Journalist, and Tech Industry Expert

Todd
Buchholz

todd-buchholz

Former White House Director of Economic Policy and Managing Director of Tiger hedge fund

Dorie
Clark

dorie-clark-clr-2

Columbia Executive Education faculty and Wall Street Journal & USA TODAY bestselling author of The Long Game

Brian
Levitt

brian-levitt

Global Market Strategist, Invesco

Daniel
Pink

dan-pink-clr-2

#1 New York Times bestselling author of The Power of Regret, When, To Sell is Human, Drive, and A Whole New Mind

Carl
Richards

carl-richards-hs-clr

Author, The Sketch Guy

conference-attendee

What Your Colleagues are Saying

The Investments & Wealth Institute conferences are an opportunity to hear from industry thought leaders and successful advisors in the community on what they are doing and how they are doing it for the benefit of their clients and practices.

Lauris S. Lambergs, CIMA®

I come here for the education. What I want to be able to do is walk into that session and walk away going, 'I have something I can implement on behalf of my clients next Tuesday' and that's what I walk away with each and every time.

Kevin M. Sánchez, CIMA®, CPWA®, CFP®

Attending the Investments & Wealth Institute's annual conference is one of the main ways I keep up with industry and relevant trends that are Occurring.

Moe Allain, RMA®, CPWA®, AAMS®, MBA

Coming to this conference gives me the tools I need to bring back to my practice to keep it evolving.

Noel Pacarro Brown, CIMA®, CPWA®

Designed for our Members – Open to all

Experience is crafted to serve the education needs of our members, with a special focus on portfolio construction, HNW/UHNW wealth, and retirement. However, The Institute welcomes and encourages non-members who wish to advance their advisory knowledge to attend.

Premier members get the most out of Experience. Take advantage of exclusive events and meet-and-greets, a VIP lounge, and preferred pricing on your registration.

Unlock Member Benefits

Premier Partnership Opportunities

Investments & Wealth Experience isn’t a crowded tradeshow, it’s an event built for meaningful engagement.

With limited sponsorships available, your brand gains direct access to advanced wealth management professionals and decision-makers actively seeking solutions.

Work with Us

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Our Partners