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Posted by Robin Powell on September 6, 2016


There are two historic events due to take in the United States in November. The first, on the 8th, is a certain Presidential Election you may have heard about. The second (and frankly far more momentous) occasion is the world’s first Evidence-Based Investing conference in New York City, exactly one week later, on the 15th.


Who’s it for?

Organised by IMN and Ritholtz Wealth Management, this conference is aimed at a new generation of financial professionals who base their investment decisions on facts, logic and reason rather than forecasts or emotions. It will bring together institutional investors, financial advisers, asset managers, index providers, ETF issuers, technology experts and industry thought leaders from across North America and beyond.


Who are the keynote speakers?

The keynote speakers are Charley Ellis of Greenwich Associates, whose work on the fund industry in the 1970s inspired How to Win the Loser’s Game, my landmark documentary for Sensible Investing TV; Barry Ritholtz, the Chairman and Chief Investment Officer at Ritholtz Wealth Management; Savita Subramian, Head of US Equity and Quantitative Strategy at Bank of America Merrill Lynch; and Bill McNabb, who apparently runs a little asset management firm somewhere in Pennsylvania.


Who else will be there?

I’m particularly looking forward to hearing Larry Swedroe talk about his new book on factor investing. Also speaking will be four of America’s top investment writers — Tadas Viskanta of Abnormal Returns, Morgan Housel, until recently of The Motley Fool, Ben Carlson, best known for his blog A Wealth of Common Sense, and Michael Batnick, aka The Irrelevant Investor.

Other panelists include Jim Chanos from Kynikos Associates. Meb Faber from Cambria Investments and Clare Flynn Levy from Essential Analytics. Apollo Lupescu will be representing Dimensional Fund Advisors.


Can I still register?

Yes, you can — and if you do so by this Friday, September 9th, you’ll qualify for an Early Bird discount. Simply follow this link.

Are their sponsorship opportunities?

Yes, there are. Indeed my own company Regis Media is an official media sponsor.



I’d love to meet as many evidence-based investing practitioners before, during and after the event as possible. I’m particularly keen to talk to advisers who share my passion for investor education and who would be interested in collaborating on future content. If that sounds like you, please get in touch.


Robin Powell

Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector.


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