2012 Keynote Speakers

Jeff Gundlach  John Mauldin George Will Mark Yusko
Jeffrey E. Gundlach
CEO and CIO, Co-Founder
DoubleLine Capital LP

John Mauldin
President,
Millennium Wave Investments

George F. Will
Pulitzer
Prize-Winning
Columnist,
Journalist & Author

 Mark W. Yusko
CEO & CIO,
Morgan Creek
Capital Management

 Rob Brown  Mark Green  Brad McMillan
 Rob Brown
PhD, CFA
®
Chief Financial
Strategist
Eqis Capital
Management, Inc..
 Mark Green,
CFA
®
Oxford Financial
Group, Ltd.
W. Bradford McMillan,
CFA,® CAIA, MAI

CIO
Commonwealth
Financial Network



The Innovative Alternative Strategies Conference looks beyond traditional alternative investments and strategies and into the "new breed" of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors.

This event brings together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance.

To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community.

 



Impact Investing

July 2013

The Impact Investing workshop will arm attendees with cutting edge insight and training for one of the hottest investment topics of the 21st Century. Reserved for the wealthiest and most sophisticated investors on the planet, impact investing is poised to explode through new fund offerings, platforms, exchanges and even separately managed accounts. From $50 billion under management today to $500 billion under management over the next decade, the risks, rewards and access to impact investing is a necessary part of any and every intermediary's practice and investor's profile. Learn how to practice impact investing from the industry's most respected leaders at this exclusive half-day event.