2012 Keynote Speakers

   Richard Bernstein  James Grant  Peter Schiff  Meredith Whitney  Ed Yardeni

Chief Executive
Officer Richard
Advisors LLC. 

Founder and
Editor Grant's
Interest Rate

Chief Executive
Euro Pacific
Capital, Inc.

Chief Executive
Officer Meredith
Whitney Advisory
Group, LLC
Dr. Ed

Research, Inc.

Emulating the conference structure employed by global investment banking firms, this conference will attract over 150 leading fiduciaries, for 2 days of presentations focused on the investment capabilities and insights of up to 30 investment management firms and their selected sub-advisors. The goal of the Summit is to streamline the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and empower decision makers.

  • Open to leading fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
  • Gatekeepers leverage their time by gaining knowledge from over 75 portfolio managers, market strategists and economists, representing dozens of established, boutique, undiscovered and emerging Asset Management firms.
  • Gain insight from individual portfolio manager, and dual manager Subject Matter presentations covering a broad range of highly relevant and timely topics.
  • Benefit from valuable one on one meetings along with group networking opportunities, available throughout the event.
  • Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today's volatile market.
  • Access to the leading research from Morningstar and an introduction to their new Analyst Ranking system, and how it will affect your business practice and asset allocation policy.
  • The Technology Center will allow attendees to learn about the latest available technology from some of the leading providers in the industry.

Fiduciary Gatekeeper Summit attendees will gain answers to the following timely questions:

-The S&P 500 downgrade of U.S. - Is there more downgrades to come?
-European debt crisis - How bad and How long?
-Gold - The new global currency?
-What alternative strategies worked best - Did alternative mutual funds protect on
the downside?
-What are credit spreads telling us? - Where to invest for now.
-What is next for the bond and equity markets? - Opportunities and risks.
-Are we headed for a double dip? - How to identify the next recession and which
asset classes will protect capital.

-Tactical opportunities - Where to find Alpha now?
-Outlook for equities across the globe - How to allocate for alpha and volatility?
-Playing the bonus - Best asset classes to invest in for the rebound.

2012 Asset Manager Partners/Presenters

361 Capital
 SB Auer Funds
AIS Capital Management
 Discovery Data  DundeeWealth
 Eaton Vance Equinox Fund Management
 Federated  Fidelity
 F-Squared Investments Guggenheim 
Harbor Funds Hotchkis & Wiley
The International Securities Exchange Janus
 Jensen Litman Gregory
Munder Capital Management
Options Industry Council

Oppenheimer Funds






Permanent Portfolio

Sierra SteelPath
Symetra  Wellesley
 Westcore Funds  William Blair
Educational Partner