Moderator:
Kevin Mahn, Hennion & Walsh Asset Management

Panelists: 
1. Kirk Michie, Triton Pacific
2. Tim Keating, Keating Capital
3. Mark Sunderhuse, Red Rocks Capital

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

 

2:05 PM - 2:55 PM Breakout Session (B)
Multiple Approaches To Investing In Real Assets
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 that attempt to do this, including investing in securities, futures and long-short strategies.

Moderator:
Michael Underhill, Cap Innovations  

Panelists: 
1.  Ken Settles, RS Funds
2. John Abunassar, William Blair
3. Jennifer Stevenson, DundeeWealth

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

3:00 PM - 3:50 PM Breakout Session (A)
Emerging Markets Outlook and their Role in Global Macro
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.

Moderator:
Kevin Mahn, Hennion & Walsh Asset Management

Panelists:                 
1.  Rick Harper, WisdomTree           
2.  Victor Li, EJF Capital
3.  Vik Mehrotra, Venus Capital Management, Inc.

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

3:00 PM - 3:50 PM Breakout Session (B)
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.

Moderator:
Steven Solys, Legacy Private Capital, LLC

Panelists: 
1. Kenny Feng, Alerian
2. Audrey Kinsman, Kayne Anderson

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

3:50 PM - 4:20 PM Afternoon Networking Break with Exhibitors

4:25 PM - 5:15 PM Breakout Session (A)
Achieving Tax Efficiency with Alternatives
This panel will address how advisors can use tax efficient alternative strategies in order 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.

Moderator:
Steven H. Solys, Legacy Private Capital, LLC

Panelists:
1. Ann Raible, Jefferson National
2. Clint Gharib, JP Turner
3. Ryan Glaspell, Sterling Trust

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

4:25 PM - 5:15 PM Breakout Session (B)
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, two managers will outline strategies with the ability to perform well in normal markets, while dramatically limiting risking down markets, and reducing overall volatility.

Moderator:
Dave Schulz, Convergence Investment Partners