Click on the session title for available presentation slides
Monday - July 30, 2012
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| 8:10 AM - 9:00 AM | Mark Yusko, Morgan Creek Capital Mgmt. OPENING GENERAL SESSION
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| 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.
Moderator: Panelists: 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 |
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| 11:30 AM - 12:20 PM |
Breakout Session (A) Limiting Downside Risk with Alternative Options-Based Strategies The extraordinary volatility that the financial markets experienced in 2008 and 2009 prompted clients to reassess their risk tolerance levels. It also caused many advisors to explore new ways to control risk. This session examines how advisors can employ options and other derivatives to limit the downside risk to a client's portfolio. MODERATOR: Tom Balcom, 1650 Wealth
PANELISTS: Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations |
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| 12:20 PM - 1:30 PM |
Lunch Keynote Speaker Jeffrey Gundlach DoubleLine Capital, CEO and CIO, Co-Founder
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| 2:05 PM - 2:55 PM |
Breakout Session (A) Assessing Private Equity And Venture Capital Opportunities Opportunities in private equity and venture capital are always changing. Investment managers discuss how they evaluate these opportunities and describe how they assess risk and reward. 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
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 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 |
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Tuesday - July 31, 2012
Click on the session title for available presentation slides
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| 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 |
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| 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 |
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| 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 |
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| 1:15 PM - 2:05 PM |
Breakout Session (B) Liquid Alternatives: Generating Alpha With ETFs, ETNs And Hedge Fund Mutual Funds While many advisors utilize traditional alternative investments to generate greater returns, "liquid alternatives" in the form of ETFs, ETNs, and hedge fund mutual funds can provide similar alpha with more liquidity. This panel will address how "liquid alternatives" can diversify client assets and improve risk-adjusted returns. Moderator: Greg King, Credit-Suisse Panelists: 1. Jim Murchie, Energy Income Partners 2. Jerome Abernathy, Guggenheim Investments 3. Akos Belezany, PhD, Commerce Advisors, LLC Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations |
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| 1:15 PM - 2:05 PM |
Keynote Speaker John Mauldin President, Millennium Wave Advisors Author, Thoughts From The Frontline |
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