2012 PMI Annual Forum

April 18, 2012 through April 20, 2012

Westin Diplomat Hotel
3555 South Ocean Drive
Hollywood, FL 33019

*Only PMI Members in good standing may register for the PMI Forum, to renew your membership now for 2012 go to: http://www.pminstitute.org/payduesmbrtype.cfm


 Your PMI Forum Committee has built an incredible general session speaker lineup,
all centered on the theme:


"Managing Portfolio Risk in a Changing and Volatile Investment World”

  • Interact with talented MSSB colleagues/thought leaders to evaluate tactics/tools we can use to measure and manage risk
  • Attend interactive, cutting-edge breakout sessions lead by your PMI peers and industry experts
  • Enjoy a special pre-Forum gathering to welcome you if you are a new PMI member and/or first-time FORUM attendee
  • Be enriched by the global perspective of investment veterans Peter Fisher, Laszlo Birinyi, Dr. Jeremy Siegel, Brian Wesbury and Michael Jones
  • Learn about the election year environment and its implications for portfolio management at The Great Debate
  • Expand your understanding of Risk Management and Alternative Investments at our kickoff PANEL session  Wednesday afternoon
  • Learn about practical tools you can use from Transparent Value, New Constructs, The FRED Report, Russell/Axioma and more

The Forum is designed to:        

  1. Offer portfolio management workshops.
  2. Teach portfolio managers how to build a successful PM Team.
  3. Give portfolio managers the opportunity to learn from Senior PM Directors on how to build business.
  4. Help portfolio managers generate new investment ideas and portfolio strategies.
  5. Give portfolio managers new and advanced resources.
  6. Hear from leading academics and/or top executives in finance and equity research.
  7. Let portfolio managers exchange ideas in open forums.
  8. Allow portfolio managers to network, discuss, share, mingle and learn



  2012 Hotel and Travel Reservation Information:
  • The Westin Diplomat Hotel's discounted rate for PMI is $225 per night + tax.
  • To make reservations and reserve under PMI or Portfolio Management Institute call 1-888-627-9057 or  click here to make your reservation online
  • To receive the Westin Diplomat Discounted Room Rate make your reservations prior to 5 pm Eastern, Tuesday March 20, 2012. 
  • PMI's reduced room block rate (based on hotel availability) is available 3 days prior to and 3 days following the PMI Forum for those who may wish to extend their trip. Rooms are still available for Weds. & Thursday nights for Forum Attendance.
    *NOTE THE HOTEL IS SOLD OUT FOR FRIDAY, APRIL 20th and Tuesday April 17th.
  • The forum will begin with at 12 noon pm on Wednesday, April 18, 2012. The forum will conclude at 2 pm on Friday, April 20, 2012. Departure air reservations should be made after 4 p.m., Friday, April 20, 2012
  • Attire is Business Casual
  • PMI Specific Concur Instructions - PLEASE READ!

PMI 2012 Forum Fee Cancellation Policy:

  • Conference Fee minus $75 for cancellations made before March 1, 2012
  • Conference Fee minus $200 for cancellation made between March 2 - 20, 2012
  • Conference Fee minus 50% for cancellations made between March 20 – April 1, 2012
  • No refunds for cancellations made on or after April 2, 2012

Cancellations must be made in writing to admin@pminstitute.org


Also, we are offering the ability to purchase spouse tickets for the evening cocktail reception and speaker dinners. 
Please note: NO CLIENTS.

FOR FINANCIAL PROFESSIONAL USE ONLY

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Portfolio Management Institute and Certified Portfolio Manager are registered trademarks of PMI.

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Phone:  303-327-8015
Email:  admin@pminstitute.org