Investments & Wealth Institute Announces Keynote Lineup for Experience 2026

DENVER, September 30, 2026 /CourierPR/ -- The Investments & Wealth Institute has announced the keynote lineup for its upcoming Experience 2026 conference, set to take place in Scottsdale, Arizona, from November 16-17, 2026. The event, designed for advanced wealth management practitioners, aims to provide continuous learning opportunities and insights into the evolving landscape of investment management.

Keynote speakers include:

- Emily Chang: A bestselling author and tech industry expert, Chang will explore the rapid evolution of artificial intelligence and other emerging technologies, offering an insider’s perspective on the transformative forces shaping business and society. - Carl Richards: Known for his simple sketches and visual storytelling, Richards will delve into the behavioral and emotional side of money, providing practical approaches for advisors to improve client conversations, build trust, and help clients make better decisions. - Jeff Bush: Offering nonpartisan analysis of political, legislative, and economic developments, Bush will help advisors understand the policy and regulatory forces coming out of Washington and their implications for investors, businesses, and clients. - Corey Ciocchetti: An expert in business ethics, professional responsibility, and leadership, Ciocchetti will challenge advisors to think more deeply about their responsibilities and the principles guiding their decision-making. - Jeffrey Sherman: As Deputy Chief Investment Officer at DoubleLine, Sherman will share insights on the economic and market forces influencing investment decisions and portfolio construction, providing a broad perspective on fixed income, asset allocation, and global markets. - Mark Anson: A recognized leader in institutional investment management, Anson will share his career insights and explore how new investment ideas move from concept to implementation.

In addition to the keynotes, Craig Kirkpatrick, co-founder of Optimal AdvisorAI, will deliver a featured session. Through live demonstrations, Kirkpatrick will showcase how AI-assisted research can support investment analysis, wealth transfer planning, and client conversations during volatile markets, emphasizing the importance of maintaining professional judgment.

The conference is expected to bring together more than 600 wealth management professionals from various advisory channels. The program will feature over 30 educational sessions and more than 40 industry-leading speakers across three certification-focused tracks: Investment Excellence, Wealth Mastery, and Retirement Security. Several long-form workshops will also be available, covering topics such as CFP Ethics, Global Financial Planning, and CIMA: Advanced Portfolio Consulting in the Modern Era.

Registration for Experience 2026 is now open, with preferred pricing available through October 13, 2026. Non-member registration is $1,790 per attendee, with discounted pricing available for Institute members and teams.

Founded in 1985, the Investments & Wealth Institute has been delivering live conferences to wealth management professionals for over three decades. Through its award-winning events, the Institute provides Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries.