2011 Conference Agenda
Conference Day 1 (Times subject to change)
Monday – September 26, 2011
5:00 PM-7:00 PM
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Registration and reception in Georgian Ballroom, sign up for manager presentations
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Conference Day 2 (Times subject to change)
Tuesday – September 27, 2011*
7:00 AM
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Registration and sign up for presentations
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7:15 AM–8:00 AM
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Breakfast and General Session to follow in Imperial Ballroom
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8:00 AM–9:00 AM
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Exclusive Opening General Session Introducing the New Morningstar Analyst Rating for Funds
Karen Dolan, CFA, Director Mutual Fund Analysis - Morningstar Inc.
Summit attendees will be among the first individuals to be walked through the Morningstar Analyst Rating for Funds and Morningstar Global Fund Research Reports. The ratings are a forward-looking measure based on Morningstar analysts’ research and will be launched later this year.
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| 9:05 AM-9:35 AM |
Concurrent Individual Portfolio Manager Sessions**
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| 9:45 AM–10:15 AM |
Concurrent Individual Portfolio Manager Sessions**
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| 10:25 AM–11:15 AM |
Concurrent Subject Matter Presentations***
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| 11:25 AM–12:15 PM |
Concurrent Subject Matter Presentations***
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| 12:20 PM–1:25 PM |
General Session and Lunch in Imperial Ballroom
Mark Yusko, CEO and CIO, Morgan Creek Capital
One of the biggest challenges facing investors today is the uncertainty regarding whether a traditional portfolio of stocks, bonds and cash can deliver the returns that investors have come to expect and need to met their growth goals. Many people in the industry believe it is simply a matter of adding a few alternative investments to the portfolio and the shortfall risk will disappear. We believe that success in the next decade will require a much more profound change in investment strategy and that “alternative thinking,” not simply alternative investments, will be necessary to meet investors’ objectives.
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1:30 PM–2:00 PM
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Concurrent Individual Portfolio Manager Sessions**
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2:10 PM–2:40 PM
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Concurrent Individual Portfolio Manager Sessions**
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2:50 PM–3:20 PM
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Concurrent Individual Portfolio Manager Sessions**
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| 3:30 PM–4:00 PM |
Concurrent Individual Portfolio Manager Sessions**
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| 4:10 PM–4:40 PM |
Concurrent Individual Portfolio Manager Sessions**
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| 4:45 PM–5:45 PM |
Cocktail Reception with Hors d'oeuvres
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6:30 PM
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Dine Arounds
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Conference Day 3 (Times subject to change)
Wednesday – September 28, 2011
| 7:15 AM–8:00 AM |
Breakfast and General Session to follow in Georgian Ballroom
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| 8:00 AM–8:50 AM |
General Session: Gatekeepers’ and Research Directors’ Investment Outlook
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| 9:00 AM–9:30 AM |
Concurrent Individual Portfolio Manager Sessions**
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| 9:40 AM–10:10 AM |
Concurrent Individual Portfolio Manager Sessions**
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| 10:20 AM–11:10 AM |
Concurrent Subject Matter Presentations***
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| 11:20 AM–12:10 PM |
Concurrent Subject Matter Presentations***
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| 12:10 PM |
Conference Adjourns
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*Private Meeting Rooms will be available by appointment throughout the event, in 30 minute increments.
** Individual managers to be announced.
*** See complete list of topics to be covered under “Subject Matter.” Managers to be announced.
Subject Matter Panels (two managers per session)
-Global Emerging Markets Outlook
-Frontier Emerging Markets Opportunities
-Emerging Market Fixed Income Outlook
-Understanding Managed Futures
-Long Short Equity Opportunities
-Credit and Risk Abritrage Opportunities
-Unconstrained Fixed Income Opportunities
-Understanding Absolute Return Funds
-Target Date Fund Innovation
-Commodities and the Inflation Outlook
-Leveraged ETF's - Risks and Opportunities
-High Yield Fixed Income - Credit Outlook
-Global Real Estate Investing Opportunities
-Far East Investment Opportunites
-Gold and Precious Metals Outlook
-Currencies as an Asset Class or Just Hedging
-Real Return Investing Opportunities
-Global Demand for Natural Resources
-Active Share and Global Unconstrained Equity
-Country and Regional Investment Opportunties
-Is It Better to Own the Equity or Commodity
-Global Macro Outlook and Investing
-Micro Cap Investing Outlook
-In depth Understanding of China vs. India
-Stretching for Yield from Around the Globe
-Liquidity as an Asset Class
-Alternatives Investment Strategies in Mutual Funds
-Lower Risk Emerging Market Equity Strategies
-Municipal Bond Outlook and Opportunities
-Best Alpha Generating Ideas for the Next Decade
-Small Cap Investing Opportunities - Domestic and Abroad
-Fixed Income Sectors - What's Hot, What's Not
-Latest Innovations in Quant Investing - What happen to 130/30?
-Sustainable Trends or A Bubble in Growth Investing
-Is Quality Equity Investing the Next Alpha Generator?
-Contango and Other Issues in Commodity Investing
-Europe Value Trap or Discounted Alpha Opportunity
-Which Equity Sectors will Outperform
-Market Neutral Investing Opportunities
-Mine fields and Gold mines in Fixed Income
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