FA Alts 2014
Alts 2014
2014 Keynote Speakers
BBean JGrant JeffreyGundlach

Billy Beane
Oakland A’s General Manager
and Subject of Moneyball

James Grant
Financial Journalist and Historian, Founder and Editor of
Grant’s Interest Rate Observer


Jeffrey Gundlach

The Innovative Alternative Strategies Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors.

This event brings together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance.

To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community.


Click on the appropriate link below to register

Advisor registration
after June 30th $149

Non-Advisor registration
after June 30th $1,295

* If you are a client facing advisor or due diligence officer at a wealth management or securities brokerage firm, private bank or family office, you may qualify for our discounted registration fee of $99, compliments of Financial Advisor / Private Wealth and our Conference sponsors.

Impact Investing
July 30, 2014

The Impact Investing workshop will arm attendees with cutting edge insight and training for one of the hottest investment topics of the 21st Century. Reserved for the wealthiest and most sophisticated investors on the planet, impact investing is poised to explode through new fund offerings, platforms, exchanges and even separately managed accounts. From $50 billion under management today to $500 billion under management over the next decade, the risks, rewards and access to impact investing is a necessary part of any and every intermediary’s practice and investor’s profile. Learn how to practice impact investing from the industry’s most respected leaders at this exclusive event.

Impact Investing
  after June 30th $199

Combo Non-Advisor
  after June 30th $1,395



AbsoluteAdviser ALPS
Atlas Energy BTS
CNL Securities Cole Capital
Core Capital Crystal Cap
dividen cap


GL Capital Partners


Jefferson National
Litman Gregory
Long Short Advisors
Millenium Trust
Strategic Capital
Sincere & Co
TD Ameritrade
TFS Tortoise
TriLinc Global
umb Walton
WeitzInvest Management YieldShares




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