Panelists:
1. Howard Present, F-Squared
2. Dominick Paoloni, Invest PS
3. Sola Awofala, ThinkEquity

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

5:15 PM - 7:00 PM Cocktail Reception

Guggenheim

 

Tuesday - July  31, 2012

**Session times subject to change**

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

 8:00 AM Introduction to Day 2
 David Smith, Financial Advisor Magazine
8:00 AM - 8:10 AM Chairperson's Recap

8:10 AM - 9:00 AM CIO Panel: How the Economy and Markets Impact Investing and Alternatives
Participants will share their outlook the U.S. and the global economy, as well as the direction of the financial markets. Other topics include the psychology of both individual clients and professional investors, lessons learned about basic tenets of finance like MPT and buy and hold, and what role alternative investments play in their clients' portfolios in the future.

Moderator:
Evan Simonoff, Financial Advisor Magazine

Panelists: 
1. Brad McMillan, Commonwealth Financial Network
2. Mark Green, Oxford Financial Group
3. Dr. Robert Brown, Eqis

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 (A)
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.

Moderator:
Tom Meyer, MEYER Capital Group

Panelists:
1.  David Reichart, Principal Funds
2. Joe Barrato, Arrow Funds
3. Mike Organ, Compass EMP Funds

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)
Building Hedge Fund Exposure Through Funds Of Funds And Multi-Strategies
How advisors can use multi strategy 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. Topics covered will also include:  Do established FOHF process's apply to mutual fund? What are draw backs? Is selection bias a factor in hedge fund manager sourcing? In what ways are mutual funds better/worse than limited partnership products?  Are target returns achievable with 40' act constraints?  Are these strategies truly "alternative"?

Moderator:
Graham Fuller, SunTrust

Panelists: 
1. Steve Oristaglio, SCS Financial
2. Doug Fincher, Rock Maple
3. Gabriel Bousbib, Luma Solutions

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)
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.

Moderator:
Tom Kostigen, Financial Advisor Magazine

Panelists:
1. Ron Cordes, Genworth Financial Wealth Management
2. Justin Conway, Calvert Foundation
3. Megan Fielding, Microplace

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations   
10:35 AM - 11:25 AM
 Breakout Session (B)
Finding True Non-Correlated Real Estate Diversifiers   
Many believe "Institutional-Grade" real estate is already oversold as investors chase yield and compete for "trophy assets". Combined with greater market volatility and the increased correlation of public REITs, today's advisors struggle to find true "diversifiers" to protect client's portfolios while providing consistent income and appreciation potential. This session has assembled an expert panel of middle-market real estate leaders to discuss varying perspectives advisors should consider when allocating to the "fourth asset class". Our panelists will reveal tested "avoid the herd" strategies to generate stable cash flow and competitive total returns, dispel common misperceptions regarding private real estate, compare proven non-correlated alternatives to REITs, and highlight the due diligence critical to selecting the most appropriate real estate vehicles for different investor risk/return profiles.

Moderator:
Lon Morton, Morton Capital

Panelists:
1. Erikson Nystrom, Baceline Investments
2. Jay Rollins, JCR Capital
3. Patrick Campbell, Perth Advisors

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

11:30 AM - 12:40 PM Lunch Keynote Speaker
The Political Argument Today
George Will
12:40 PM - 1:10 PM
Dessert Break with Exhibitors

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