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Agenda **Subject to change** |
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May 19, 2014 |
| 8:00 am – 8:30 am |
Breakfast |
| 8:30 am – 9:40 am |
General Session Two Star Investors Discuss Global Asset Allocation The dramatic run-up in U.S. equities over the last 15 months has prompted many prescient global investors to re-evaluate their portfolios. Growth in Europe remains soft and, while emerging market equities are reasonably priced, concerns about several regions are mounting. In this session, two leading CIOs will offer their views on different regions and industries, what they like and what they are avoiding while discussing how they are adapting portfolios to changing markets in an increasingly dynamic global economy. Moderator: Evan Simonoff, Financial Advisor Magazine Panelists: Chuck Stucke, CIO and Co-Head of Guggenheim Investment Advisors Stephen Weiss, Short Hills Capital Partners LLC CE credit approved for CFP and CIMA designations |
| 9:45 am – 10:20 am |
Individual Portfolio Manager Sessions A) Mark Pearson, Nepsis Investing With Clarity B) Brody Browe, Franklin Square Alternative income strategies for your current income portfolios |
| 10:25 am – 11:00 am |
Individual Portfolio Manager Sessions A) Eric Schoenstein, Jensen Investment Management Quality Growth Investing B) Dan Thibeault, GL Capital The Search for Uncorrelated Yield |
| 11:05 am – 11:40 am |
Individual Portfolio Manager Sessions A) Michael Winchell, Larkin Point Liquid Alternatives – Why Alts and Why Now? B) Ashraf Haque, Sands Capital Management Emerging Markets: Investing with a Focus on Sustainable Growth Businesses |
| 11:45 am – 12:20 pm |
Individual Portfolio Manager Sessions A) Nick Alonso, PanAgora Asset Management Pear Tree PanAgora Emerging Markets Risk Parity Fund— A Balanced Risk Approach To Emerging Markets Equities B) Isaac Braley, BTS Finding Opportunities in Today’s Fixed Income Market |
| 12:25 pm – 1:25 pm |
Luncheon Address A Look Inside The Minds of Pre-Retirees and Retirees George Walper, CEO, Spectrem Group In this general session, George Walper, CEO of the nation's leading market research firm studying affluent Americans, will provide insights into the views and attitudes of Americans who are approaching retirement or who have retired. He will examine their concerns, fears and goals, as well as what they expect from their financial advisor. Walper will explain where their attitudes changed and where they remain the same. CE credit approved for CFP and CIMA designations |
| 1:25 pm – 1:45 pm |
Dessert with Asset Manager and Resource Partners |
| 1:50 pm – 2:25 pm |
Individual Portfolio Manager Sessions A) Sumanta Biswas, Polaris Capital 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 Business Development Companies (BDCs): To include or not to include in an investor’s portfolio? |
| 2:30 pm – 3:05 pm |
Individual Portfolio Manager Sessions A) Sumanta Biswas, PolarisCapital Management Pear Tree Polaris Foreign Value Funds
B) Michael Kass, Baron Emerging Markets |
| 3:10 pm – 3:45 pm |
Individual Portfolio Manager Sessions A) Bryant VanCronkhite, Wells fargo Wells Fargo Advantage Special Mid Cap Value Fund B) Greg Miller, Wellesley Convertible Bonds - Fixed Income positioned for rising interest rates |
| 3:50 pm – 4:25 pm |
Individual Portfolio Manager Session A) Brian Boyle, CFA, Boyle Capital Focused Value Investing – How a Few Great Ideas Can Generate Extraordinary Results B) David Gong, Stanley Laman Developing Markets – Myths, Realities, and Opportunities |
| 4:30 pm – 5:05 pm |
Individual Portfolio Manager Session A) Alex Graham, Longfellow Investment Management, Co. Portfolio Manager, Touchstone Merger Arbitrage Fund and Touchstone Arbitrage Fund Arbitrage Investing: A Different Kind of Liquid Alternative B) Mark Painter, CFA Stanley Laman Sustainable Dividend Investing – Finding income in a yield starved environment |
| 5:15 pm – 6:15 pm |
Cocktail Reception with Asset Manager & Resource Partners |
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May 20, 2014
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| 8:15 am – 8:45 am |
Breakfast and Morning Welcome with Asset Manager and Resource Partners |
| 8:55 am – 9:30 am |
Individual Portfolio Manager Sessions A) Chris Pultz, Kellner, Kellner Merger Fund Merger Arbitrage – the current market environment and where it fits in your portfolio B) Carlos Diez, Barron's 400 ETF Fundamental methodology responsible for the selection of the components of the Barron's 400 |
| 9:35 am – 10:10 am |
Individual Portfolio Manager Sessions A) Jeff Papp, CFA, Oberweis Asset Management Developed Markets International Small-Cap Stocks: Why you should be allocating to them B) Alex Crooke, Henderson Global The value that lies in global dividend-paying equities and the outlook for them |
| 10:15 am – 10:35 am |
Networking Break with Asset Manager & Resource Partners |
| 10:40 am – 11:15 am |
Individual Portfolio Manager Sessions A) Greg Miller, Wellesley Convertible Bonds - Fixed Income positioned for rising interest rates B) Alex Crooke, Henderson Global The value that lies in global dividend-paying equities and the outlook for them |
| 11:20 am – 11:55 am |
Individual Portfolio Manager Session A) Eric Schoenstein, Jensen Investment Management Exploring Valuation Methods: DCF Vs, Multiples B) Matt Berler, Osterweis Capital Management The Role of Active Managers in Managing Downside Risk |
| 12:00 pm – 1:00 pm |
Luncheon Address From Bonds to Baseball Tom Ricketts, Chairman of Chicago-based Incapital LLC CE credit approved for CIMA designations |
| 1:00pm |
Conference Adjourns |