Asset Manager Showcase Logo
SanFran
Agenda **Subject to change**
March 24, 2014
 
8:00 am – 8:30 am Breakfast
 
8:30 am – 9:40 am General Session
All Star Investor Panel: Three Paths To Low Volatility Investing

In this session, three leading money managers will discuss their disparate approaches to generating strong returns for clients while limiting market risk. Michael Cuggino diversifies globally across a wide spectrum of asset classes, including currencies and commodities. George Kellner is one of the leading investors in risk arbitrage and and event-driven portfolios. John Osterweis takes high-convictions in out-of-favor equities that his firm believes will offer superior upside. Though their approaches differ, their goals are remarkably similar. The session will drill down into the methods they use to achieve their goals.

Moderator:
Evan Simonoff, Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth magazines
 
Panelists:

Michael Cuggino,
The Permanent Portfolio Family Of Funds

John Osterweis,
Osterweis Capital Management

George Kellner,
Kellner Capital


CE credit approved for CFP and CIMA designations

 
9:45 am – 10:20 am Individual Portfolio Manager Sessions
Carl Gardiner, Schafer Cullen
Small Cap Value

Eric Schoenstein, Jensen Investment Management
Quality Growth Investing

 
10:25 am – 11:00 am Individual Portfolio Manager Sessions
Kevin Tanner, Saratoga Research & Investment Management
Large Cap Quality

Brody Browe, Franklin Square
Alternative Income Solutions For Your
Fixed Income Portfolio

 
11:05 am – 11:40 am Individual Portfolio Manager Sessions
Jamie Wilhelm, Touchstone
Marrying Valuations with Barriers to Entry


Isaac Braley, BTS
Finding Opportunities In Today's
Fixed Income Market
 
11:45 am – 12:20 pm Individual Portfolio Manager Sessions
Michael Miller, Co-CIO, Wellesley Investment Advisors
Convertible Bonds - What is driving Convertible Outperformance?

Fixed Income - Positioned for Rising Interest Rates / Equity - Positioned with downside protection

Jeremy DeGroot, Litman Gregory
Litman Gregory Masters Alternative Stragtegies Fund: Experiences In Building A Multi-Strategy Core Alternatives Portfolio

 

12:25 pm – 1:25 pm Luncheon Address
Rick Ledbury, CFA, Vice President, Research & Data Services
Money Management Institute


CE credit approved for CIMA designations
 
1:25 pm – 1:45 pm Dessert with Exhibitors
 
1:50 pm – 2:25 pm Individual Portfolio Manager Sessions
Christian Magoon, YieldShares
Targeting CEF Income And Discount Opportunities In An ETF World


Nick Alonso, Pear Tree Funds/PanAgora Asset Management
Pear Tree PanAgora Emerging Markets
Risk Parity Fund - A Balanced Risk Approach
To Emerging Markets Equity

 
2:30 pm – 3:05 pm Individual Portfolio Manager Sessions
Tony Fischer, UMB Fund Services
Benefits of Offering a Registered Hedge Fund

Dr. Ian Mortimer, CFA, Guinness Atkinson
Seeking An Alternative Dividend Strategy?

 
3:10 pm – 3:45 pm Individual Portfolio Manager Sessions
Bernie Horn, Pear Tree Funds/Polaris Capital
Pear Tree Polaris Foreign Value Funds - QFVIX And QUSIX

David Gong, The Stanley-Laman Group
Finding The Companies That Will Serve The Largest Concentration Of Consumers In History

 
3:50 pm – 4:25 pm Individual Portfolio Manager Session
Bernie Horn, Polaris Capital
Polaris Global Value Fund: A Global Multi-Cap Fund Which Is Diversified Across Market Capitalizations, Countries And Industries


Paul Touchstone CFA, Fort Point Capital Partners
Utilizing Risk Management Strategies to Differentiate, Innovate, and Grow Your Business

 
4:30 pm – 5:05 pm Individual Portfolio Manager Session
Catherine LeGraw, CFA, Member of GMO's Asset Allocation Team
Wells Fargo Advantage Absolute Return Fund: Implementing An Absolute Return Strategy in Today's Markets
 
5:10 pm – 6:30 pm Cocktail Reception With Hors d'oeuvres
 
6:30 pm Dine Arounds
 

March 25, 2014
 
7:30 am – 8:00 am Breakfast
 
8:00 am – 9:00 am General Session
The Economics of Wealth Management: Adapting Your Business to a Changing Environment
Are you ready to deal with new economic realities facing the wealth management industry that will affect your business?  Over the next decades every firm’s economics will change and so too will the industry’s structure.  Force Driving this evolution include:
A more slowly growing pool of prospective clients and increased competition for them
Low nominal returns on lower-risk asset classes
An aging client base that is increasingly risk-averse and consumes greater amounts of net capital
Continued cost inflation
Mark Hurley, Fiduciary Network, Chairman and CEO


CE credit approved for CIMA designations
 
9:05 am – 9:40 am Individual Portfolio Manager Sessions
Brody Browe, Franklin Square
Alternative Income Solutions For Your Fixed Income Portfolio

Alex Graham, Touchstone
Arbitrage Investing: A Different Kind Of Liquid Alternative

 
9:45 am – 10:20 am Individual Portfolio Manager Sessions
Michael Miller, Co-CIO, Wellsley Investment Advisors
Convertible Bonds - What is driving Convertible Outperformance?

Fixed Income - Positioned for Rising Ineterest Rates / Equity - Positioned with downside protection


David Gong, The Stanley-Laman Group
How High Impact Technology Has Changed The Portfolio Management Business

 

10:25 am – 10:45 am Break
 
10:50 am – 11:25 am Individual Portfolio Manager Session
Carl Gardiner, Schafer Cullen
Small Cap Value


Individual Portfolio Manager Session
Eric Schoenstein, Jensen Investment Management
Exploring Valuation Methods: DCF Vs, Multiples

 
11:30 am – 12:30 pm The Real Truth About Smart Beta Strategies
Elisabeth Kashner, Director of Research, ETF.com

CE credit approved for CIMA designations
 
12:30 pm Conference Adjourns
 



 

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