Speaker Presentations
Video Recordings:
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The
Innovative Alternative Strategies Conference looked 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.
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| Dan ONeill - PLAY VIDEO
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| Elliot Weissbluth - PLAY VIDEO
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| Matt Osborne - PLAY VIDEO
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| Tom Lydon - PLAY VIDEO
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Audio Recordings:
Click on the play arrow to listen to the recording
CIO Investment Outlook -
{mp3}CIO Investment Outlook_MP3 96K{/mp3}
Jeffrey Gundlach -
{mp3}Jeffrey Gundlach_MP3 96K{/mp3}
Elliot Weissbluth -
{mp3}Elliot Weissbluth_MP3 96K{/mp3}
Presentation Slides:
Click on the session name to download the presentation slides
Monday - June 20, 2011
| 9:10-10:00 AM | The State of the Family Office -Hannah Shaw Grove, Private Wealth magazine Click here for Hannah Shaw Grove's presentation slides
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| 10:00-10:45 AM | Putting the "Family" in Family Office; the Glue? -Dr. James Weiner, Inheriting Wisdom |
| 11:00 AM - 12:00 PM | Investment Management -Tim Atwill, Parametric Portfolio Associates LLC, an affiliate of Eaton Vance -Norman Milner, Ramius LLC Click here for the Eaton Vance presentation slides Click here for the Ramius presentation slides
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| 1:00 - 2:15 PM | Outsourcing Technology, Custody & Clearing -Michael Clisham, State Street Wealth Manager Services -Richard H. Whitworth, TD Ameritrade Click here for the State Street Wealth Manager presentation slides |
| 2:30 - 3:15 PM |
Insurance & Risk Management for the HNW -Kevin D Desmond, Chubb & Son Click here for the Chubb & Son presentation slides
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| 3:15 - 4:00 PM |
Sourcing the Financial Elite -Hannah Shaw Grove, Private Wealth Magazine Click here for Hannah Shaw Grove's presentation slides |
Tuesday - June 21, 2011
Wednesday - June 22, 2011
| 8:50 AM-9:40 AM | Breakout Session A Achieving Tax Efficiency with Alternatives |
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| 8:50 AM-9:40 AM | Breakout Session B Real Assets: A Long or Short Approach |
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| 10:10 AM-11:00 AM | Breakout Session A Risk Management and Mitigation Utilizing Alternative Option Based Strategies This presentation will be available soon |
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| 10:10 AM-11:00 AM | Breakout Session B Fiduciary Compliance Issues with Alternatives |
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| 11:00 AM-12:00 PM | Breakout Session A Contrarians Panel
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| 11:00 AM-12:00 PM | Breakout Session B Variations on Absolute Return Strategies |
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| 1:45 PM-2:35 PM | Breakout Session A "Out of the Box" Alternatives |
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| 1:45 PM-2:35 PM | Breakout Session B Liquid Alternative Investments: Achieving Diversification and Risk Reduction Without Sacrificing Returns |
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| 2:35 PM-3:30 PM | Implementing Alternatives in Client Portfolios |