2012 Conference Agenda

**Times subject to change** Click on the session title for available presentation slides

Sunday - July  29, 2012

5:00 PM - 8:00 PM Advanced Registration and Exhibitor Booth Setup


Monday - July  30, 2012

7:00 AM - 5:00 PM Registration

7:30 AM - 8:00 AM Breakfast with Exhibitors

8:00 AM - 8:10 AM Opening Remarks & Chairperson Welcome

8:10 AM - 9:00 AM Mark Yusko,
Morgan Creek Capital Mgmt.

9:05 AM - 9:55 AM Breakout Session (A) - slides not available
Understanding Real Estate Alternatives
In today's uncertain real estate environment, advisors face the challenge of protecting their clients and allocating for stability, while creating capital appreciation and income potential.  This session has assembled a diversified panel of industry leaders to discuss varying perspectives and opinions on factors advisors should consider when selecting alternative investment real estate offerings to present to their clients.  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.

Lon Morton, Morton Capital

1. Terrell Gates, Virtus
2. Michael Weil, American Realty Capital
3. Daniel Mercer, KBS Capital Markets Group

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations 

9:05 AM - 9:55 AM        
Breakout Session (B)
Managed Futures: A Popular Diversifier
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 and why these funds based on global investments are growing in popularity.

John Labuszewski, CME Group

1. Edward Egilinsky, Direxion
2. Dick Pfister, Altegris
3. Ken Steben, Steben & Company

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations 

10:00 AM - 10:30 AM Morning Networking Break with Exhibitors

10:35 AM - 11:25 AM
Breakout Session (A) - slides not available
'40 Act Funds: What You Need To Know
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?

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