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Agenda **Subject to change** |
General Sessions Will Be Held In The Grand Ballroom Breakout A: Dedham Breakout B: Plymouth |
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October 1, 2014 |
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| 8:00 am – 8:30 am |
Breakfast with Asset Manager and Resource Partners |
| 8:30 am – 9:20 am |
General Session Investing in Women Sallie Krawcheck, Chair of Ellevate Network and Ellevate Asset Management Do you recognize the potential business advantages associated with greater gender diversity? Research shows that companies that embrace gender diversity on their boards and in management often see improved performance and profitability as a result. Join us for a discussion exploring the latest research demonstrating the value women add to the bottom line of companies. In addition, we will discuss the demand for values based investing, what todays investors look for in a financial advisor and current industry trends. |
| 9:25 am – 10:00 am |
Individual Portfolio Manager Sessions A) Brody Browe, Franklin Square Alternative income strategies for your current income portfolios B) Mark Painter, Stanley Laman Outsized Dividends That Will Last and Grow |
| 10:05 am – 10:40 am |
Individual Portfolio Manager Sessions A) Michael Miller, Wellesley Enhancing Risk Adjusted Returns with Convertible Bonds - Enhanced Fixed Income, Principal Protected Equity, Low-Cost Natural Alternative B) Mike Kane, Hedgeable Hedgeable: A Next Generation Vanguard |
| 10:45 am – 11:20 am |
Individual Portfolio Manager Sessions A) Michael Winchell, Larkin Point Liquid Alternatives - Why Alts and Why Now? B) Isaac Braley, BTS Finding Opportunities in today's Fixed Income Market Tactically trading traditional assets in a quantitative nontraditional model |
| 11:25 am – 12:00 pm |
Individual Portfolio Manager Sessions A) Nick Alonso, PanAgora Asset Management Pear Tree PanAgora Risk Parity Emerging Markets Fund - A Balanced Risk Approach To Emerging Markets Equities B) John Collins, Oberweis Asset Mgmt The Oberweis International Opportunities Fund Using Behavioral Finance in an investment strategy |
| 12:05 pm – 1:20 pm |
Luncheon Address All-Star Equity Manager Panel For more than five years, U.S. equities have outperformed the expectations of most institutional investors, while other developed and emerging markets have not. But this year has provided several contrarian surprises, including a surge in U.S. bonds and a recovery in emerging markets. All of this has occurred against a backdrop of disturbing news from many parts of the world. In this session, three leading equity market experts will sort through the conflicting cross-currents that are confusing investors as the markets clash with the headline news. Moderator: Evan Simonoff, Financial Advisor & Private Wealth Magazine Panelists: Margie Patel Managing Director & Senior Portfolio Manager, Wells Capital Management Edward Perkin, Chief Equity Investment Officer, Eaton Vance Investments Robert Ewing, Co-Head of U.S. Securities, Putnam Investments
Accepted for CFP Board Credit and CIMA designations |
| 1:20 pm – 1:40 pm |
Dessert with Asset Manager and Resource Partners |
| 1:45 pm – 2:20 pm |
Individual Portfolio Manager Sessions A) Bernie Horn, PolarisCapital Management Polaris Global Value Fund: A Global Multi-Cap Fund Which Is Diversified Across Market Capitalizations, Countries And Industries - The Ultimate Go-Anywhere Portfolio B) Brody Browe, Franklin Square Alternative income strategies for your current income portfolios |
| 2:25 pm – 3:00 pm |
Individual Portfolio Manager Sessions A) Cory Clark, Dalbar Creating a Successful ERISA practice B) Catherine LeGraw, GMO LLC GMO's market outlook and their recent asset allocation and absolute return decisions |
| 3:05 pm – 3:40 pm |
Individual Portfolio Manager Sessions A) Sumanta Biswas, Pear Tree Funds / PolarisCapital Management Pear Tree Polaris Foreign Value and Foreign Value Small Cap Funds: A unique and time-tested approach to investing in international equities B) Andrew Dudley, CFA, Context Asset Management Incorporating Milt-Manager Alternative Mutual Funds into Portfolios |
| 3:45 pm – 4:20 pm |
Individual Portfolio Manager Sessions A) Mark E. Eveans, CFA President, Chief Investment Officer, Senior Portoflio Manager, Meritage Equity Yield Investing in a Low / Rising Interest Rate Environment B) Brendan Murray, Putnam New ways of thinking; Taking an alternative approach |
| 4:25 pm – 5:00 pm |
Individual Portfolio Manager Sessions A) Bruce Kahn, Sustainable Insight Capital Sustainable Investing B) Patrick Galley, RiverNorth Closed-End Funds: Irrationality of Investor Behavior |
| 5:00 pm – 6:00 pm |
Cocktail Reception with Asset Manager and Resource Partners |
| 6:30 pm |
Dine Arounds |
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October 2, 2014
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| 8:00 am – 8:30 am |
Breakfast with Asset Manager and Resource Partners |
| 8:30 am – 9:20 am |
General Session Star Advisor Panel In this session, two chief investment officers from large RIA firms will exchange insights into how they are managing clients' portfolios more than five years into a bull market. Are they changing the asset allocation mix to favor asset classes that have trailed large-cap U.S. equities? Given that bonds have outperformed the consensus early in the year, are they taking any protective steps for the anticipated termination of quantitative easing at year-end? Other topics to be discussed will include client expectations and alternative investments. Moderator: Evan Simonoff, Financial Advisor & Private Wealth Magazines Panelists: John LaPann, Chairman, Federal Street Advisors Mark Green, CFA, Oxford Financial Group, Ltd. Accepted for CFP Board Credit and CIMA designations |
| 9:25 am – 10:00 am |
Individual Portfolio Manager Sessions A) Dan Thibeault, GL Capital Partners Finding Income in the Current Alternative Marketplace B) Colin Lake, RS Funds Practice Matters, Creating efficiency in FA's practice |
| 10:05 am – 10:40 am |
Individual Portfolio Manager Sessions A) John Dolfin, Steben & Company Got Hedge Funds?: Why Direct Access is Better B) Alex Umansky, Baron A different perspective to large cap investing |
| 10:45 am – 11:00 am |
Networking Break with Asset Manager and Resource Partners |
| 11:05 am – 11:40 am |
Individual Portfolio Manager Sessions A) Michael Miller, Wellesley Enhancing Risk Adjusted Returns with Convertible Bonds - Enhanced Fixed Income, Principal Protected Equity, Low-Cost Natural Alternative B) Ubong Edemeka, Jennison Associates Global Infrastructure & MLP |
| 11:45 am – 12:20 pm |
Individual Portfolio Manager Sessions A) Ryan Donovan, Orion Optimizing Advisory Operations: How it's Helping Top Advisory Firms Grow B) Daniel Satchkov, RiXtrema Become a trusted wealth advisor now with Portfolio Crash Testing |
| 12:25 pm – 1:30 pm |
Luncheon Address Ric Edelman, Edelman Financial Services How Emerging Technologies Will Change Your Advice and Service - and How You'll Deliver Them This session takes a high-level look at exponential technologies that will dramatically alter both the products and services you provide to clients, and how you deliver them. Come to this thought-provoking session for a glimpse into the future, and see how your career will be affected in the next 3-10 years. You’ll be talking about this session long after the conference ends.
Accepted for CIMA designations |
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1:30 pm |
Asset Manager Showcase Adjourns |
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*Separate Registration Required |
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| 2:00 pm – 5:00 pm |
*Special 3-Hour Post-Conference Workshop: How to Get More Clients, and How to Keep Them Ric Edelman's Practice Management Secrets Ric Edelman1 is one of the nation's most successful financial advisors. His firm, Edelman Financial Services, has 35 offices, more than 100 advisors, 24,000 clients and $13 billion2 in assets under management. Ric will reveal how you can take your own practice to the next level, so you can triple or quadruple your income while enjoying greater career satisfaction. 1Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC. 2As of June 30, 2014 Accepted for CIMA designations |