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If you're interested in speaking or sponsorship
opportunities please contact:

David Smith, EVP, Group Publisher
(732) 450-8866
ext. 26


For inquiries on registration or hotel information please contact:

Linda Dunn,
(732) 450-8866
ext. 36


If you are a member of the media interested in attending the event please contact:

Dana Taormina

Jami Schlicher

2013 Conference Topics

The Economy And Alternatives
Participants will share their outlook on the U.S. and global economies, as well as the direction of the financial markets. How do economic and global events impact the outlook for various alternative investments?

’40 Act Funds Explained
A growing number of  ’40 Act mutual funds are employing alternative investing strategies. Are these funds "alternative lite" or do they offer a full-bodied alternative experience? Are they worth the cost? Which strategies best lend themselves to a mutual fund approach?

Improving Asset Allocation with Alternatives
Carefully selected alternative investments can provide alpha and act as hedges, and can be useful in smoothing returns. Learn what to look for in alternative investments and how they can be used to enhance asset allocation models.

Managed Futures: Past, Present And Future
The primary benefit of adding managed futures to a diversified investment portfolio is that they may decrease portfolio volatility risk. They are able to reduce portfolio risk because of their low to slightly negative correlation with equities and bonds. Experts discuss their use, how that’s changed and what to consider when including them in client portfolios.

The Many Paths To Real Assets Investing
As growth in emerging markets is producing what some view as secular, long-term, global demand for real assets, the question facing advisors are examining how to gain exposure to an uncorrelated asset class.  This session will explore a variety of ways to invest in real assets that include investing in securities, futures and long-short strategies.

Tail Risk Management: Using Tactical Strategies To Capture Trends
Markets since the financial crisis have been characterized by numerous anomalies, including bouts of unprecedented volatility. In this session, managers will outline strategies with the ability to perform well in normal markets, while dramatically limiting risking down markets, and reducing overall volatility.

Limiting Downside Risk with Alternative Options-Based Strategies
The extraordinary volatility that the financial markets experienced in 2008 and 2009 prompted clients to reassess their risk tolerance levels. It also caused many advisors to explore new ways to control risk. This session examines how advisors can employ options and other derivatives to limit the downside risk to a client’s portfolio.

Liquid Alternatives: Generating Alpha With ETFs, ETNs
And Hedge Fund Mutual Funds

While many advisors utilize traditional alternative investments to generate greater returns, “liquid alternatives” in the form of ETFs, ETNs, and hedge fund mutual funds can provide similar alpha with more liquidity.  This panel will address how “liquid alternatives” can diversify client assets and improve risk-adjusted returns.

Understanding Real Estate Alternatives
Real estate markets have been improving. Our panel will provide an overview of asset class pros and cons and debate underlying fundamentals that can assist in determining which programs and sponsors are appropriately suited for various clients. These will include trends and potential in rental growth, absorption, tenancy, TIs and LCs, organic growth vs. value creation, intrinsic vs. market force driven stability, and more.

Trend-Following Strategies
Trend following is a risk-management strategy that, when used correctly, is quite effective in producing alpha. Its focus is on protecting a portfolio from strong declines, reducing the correlation with a traditional buy-and-hold style. Learn more about different approaches from our panelists.

Risk Parity Strategies
This approach to asset allocation was introduced more than a decade a go and has grown tremendously as an institutional strategy. Now, it’s becoming more widely available for financial advisors. Risk parity strategies equalize risk allocation throughout a portfolio by overweighting lower volatility asset classes. Risk parity portfolio’s construction differs dramatically from conventional asset allocation, and advisors interested in using these funds should spend some time educating themselves and their clients on their underlying philosophy. Our panelists will explain these strategies in detail and how to best use them.

Evaluating Private Equity And Venture Capital Opportunities
Opportunities in private equity and venture capital are always changing. Investment managers discuss how they evaluate these opportunities and describe how they assess risk and reward

Global Macro Hedge Funds
Global macro hedge funds trade fixed income, equity index futures, commodities, currencies and equities based on global macroeconomic events. A top-down approach is generally used to make trades and forecast the direction of currency, fixed income and equity indices. Although macro global funds are a small segment of the hedge fund universe, some managers have made billions by correctly anticipating a major world event.

Building Hedge Fund Exposure Through Funds Of Funds
And Multi-Strategies

Advisors can use multi-strategies and funds of funds with traditional asset classes to create more diversified portfolios with attractive risk-adjusted return profiles.  This panel will address core components of manager selection, risk management and portfolio construction.

Achieving Tax Efficiency with Alternatives
This panel will address how advisors can use tax efficient alternative strategies to generate high levels of tax-free income while maximizing after-tax return and remaining neutral to changes in interest rates.  These strategies may also offer significant diversification benefits.

Fiduciary Compliance Issues with Alternatives
The Dodd-Frank financial reform law has mandated that all advisors be held to a fiduciary standard. While this standard is applicable to all aspects of financial advice, it has specific ramifications for alternative investments. In this session, several experts will outline what processes and procedures advisors must follow to uphold their fiduciary duty.

The Contrarians - The Next Big Short
Everyone knows that investors who follow the herd can eventually get taken to the cleaners. But betting against the crowd and profiting from it are easier said than done. In this session, several top investment managers who have succeeded by going against conventional wisdom will share their secrets and explain what indicators they are always watching.

Absolute Return Funds
Absolute return funds encompass a wide variety of low-volatility styles, from risk arbitrage to global macro to fixed-income and equity-rotation strategies. In this panel, leading managers will discuss how they try to achieve solid returns that are not correlated to major market indexes.
A Commonsense Approach To Allocating Alternatives
You may know why you should use alternative investments in an asset allocation model but are challenged to determine how large of an allocation to make in the average client’s portfolio. Which strategies make the most sense to gain exposure but remain simple so the client can understand the investment. ETFs? Mutual funds? Come learn what makes the most sense for you and your clients.

MLPs, A Compelling Asset Class     
Master limited partnerships provide a crucial service that's always in demand — the distribution of energy resources. Most are liquid securities that are easy to track and trade. In the last decade, these investments annually outpaced the S&P 500, and advisors who have put in the time to study them have been able to deliver income and low volatility to clients. This session will provide an overview of MLPs, how they work and how you can use them in client portfolios   

How Independent Advisors Can Access Alternative Investments        
A detailed look at the problems, like investment minimums, fees and liquidity issues, associated with alternatives, and the solutions, including feeders, intermediaries and platforms.  In this session, we will discuss the pros and cons of choosing between various custodians’ -- why more solutions mean more choices and how to find the one that works best for your clients.

Finding True Non-Correlated Real Estate Diversifiers              
Many believe publicly traded REITs are oversold and could be reaching a bubble as investors chase yield. Today’s advisors are hard-pressed to find true non-correlated real estate “diversifiers” at reasonable prices to protect their clients portfolios while providing stable income and capital appreciation potential. This panel will discuss non-traditional investment structures, real estate market values, contrarian “avoid the herd” strategies, common advisor misperceptions regarding private real estate opportunities, and underlying fundamentals that can assist in determining which real estate vehicles and sponsors are appropriate for various risk/return profiles.

Impact Investing
As the so-called hedge funds for do-gooders, impact investments are blazing hot among the wealthiest of the wealthy.  Explore how these investments can be designed for high alpha and low beta approaches, as well as how they can be structured for more mainstream investors