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
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
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
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
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
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