2012 Speaker Presentations

Click on the session title for available presentation slides

Monday - July  30, 2012

8:10 AM - 9:00 AM Mark Yusko,
Morgan Creek Capital Mgmt.
OPENING GENERAL SESSION

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:
John Labuszewski, CME Group

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 

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:
1.  Ron Altman, Aston Asset
2.  Eric Cott, OIC
3.  Jim Herrell, AdvisorShares

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

12:20 PM - 1:30 PM
 Lunch Keynote Speaker
Jeffrey Gundlach
DoubleLine Capital, CEO and CIO, Co-Founder

DoubleLine
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 

 

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.

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