Asset Managers Showcase

Featuring Ric Edelman's Post-Conference Workshop Practice Management Secrets

Chicago

Agenda
**Subject to change**

November 17, 2014

8:00 am – 8:30 am	Breakfast with Asset Manager and Resource Partners
8:30 am – 9:20 am	General Session Dr. Robert A. Eisenbeis, Cumberland Advisors Now That Tapering Is Done Then What? The end of tapering focuses market and FOMC attention on how the economy may or may not be closing in on its employment and inflation objectives. At that point, the FOMC will begin thinking about how soon, thereafter, to begin the process of policy normalization. How will that proceed? What can we infer about how the process might unfold? Despite Chair Yellen's assertions that the so-called dot chart should not be relied upon, the case can be made that it provides important clues about the policy normalization process. This session qualified for 1.0 hour of CFP Board CE credit and 1.0 hour of CIMA^®, CIMC^® or CPWA^® CE credit.
9:25 am – 10:00 am	Individual Portfolio Manager Sessions A) Brody Browe CAIA, Franklin Square Alternative income strategies for your current income portfolios B) John Collins, Oberweis Asset Mgmt The Oberweis International Opportunities Fund Using Behavioral Finance in an investment strategy
10:05 am – 10:40 am	Individual Portfolio Manager Sessions A) Allyson McDonald, Pax Elevate Business case for investing in women B) Michael Winchell, Larkin Point Liquid Alternatives – Why Alts and Why Now?
10:45 am – 11:20 am	Individual Portfolio Manager Sessions Isaac Braley, BTS Finding Opportunities in Today's Fixed Income Market
11:25 am – 12:00 pm	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) Bernard R. Horn, Jr., Pear Tree Funds/Polaris Capital Management, LLC Pear Tree Polaris Foreign Value and Foreign Value Small Cap Funds: A unique and time-tested approach to investing in international equities
12:00 pm – 1:10 pm	Luncheon Address Steven M.H. Wallman, FOLIOfn, Inc Technology, Cybersecurity, Examinations and Thriving with a Rapidly Changing Business Technology -- how the world of providing "advice" has changed over the years, how it is changing now (put into a real perspective instead of a superficial view), how and whether you should respond to that change and, if so, how best to respond Cybersecurity -- what the regulators expect, what consumers expect, how those expectations are changing, and what you should do now Examinations -- the continual checking out to try to find something, what it means and how it could be made useful for everyone Thriving with a Rapidly Changing Business -- summing it up -- what does it all mean? This session qualified for 1.0 hour of CIMA^®, CIMC^® or CPWA^® CE credit.
1:10 pm – 1:30 pm	Dessert with Asset Manager and Resource Partners
1:35 pm – 2:10 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 CAIA, Franklin Square Alternative income strategies for your current income portfolios
2:15 pm – 2:50 pm	Individual Portfolio Manager Sessions A) Nick Alonso, Peartree Funds / PanAgora Asset Management Pear Tree PanAgora Emerging Markets Risk Parity Fund - A Balanced Risk Approach to Emerging Markets Equities B) Oscar Vasquez, Encore Funds Investing in Millenial Demographics and the Urbanization of America
2:55 pm – 3:30 pm	Individual Portfolio Manager Sessions A) Bryant VanCronkhite, Wells Fargo Hiding in Plain Sight: Mid-Caps and Balance Sheets B) J. Pablo Mariño, Savile Finance Group Direct Lending in the Americas: Delivering Uncorrelated, Attractive Fixed Income Returns through all Market cycles
3:35 pm – 4:10 pm	Individual Portfolio Manager Session Todd McMullen, Orion Advisor Greatest Threats Against Advisors Today: Technology can differentiate your practice and scale your firm for the future
4:15 pm – 4:50 pm	Individual Portfolio Manager Session William Faulkner, RiXtrema Become a trusted wealth advisor now with Portfolio Crash Testing
5:00 pm – 6:00 pm	Cocktail Reception with Asset Manager and Resource Partners
6:30 pm	Dine Arounds

November 18, 2014
8:00 am – 8:30 am	Breakfast with Asset Manager and Resource Partners
8:30 am – 9:20 am	General Session Market Insights From All-Star Equity Managers In spite or recent volatility, large-cap 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. All of this has occurred against a backdrop of disturbing news from many parts of the world. In this session, Donald Yacktman, founder of Yacktman Asset Management, and William H. Miller, CIO of Brinker Capital, 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 Magazines Panelists: Don Yacktman, Yacktman Asset Management Bill Miller, Brinker Capital This session qualified for 1.0 hour of CFP Board CE credit and 1.0 hour of CIMA^®, CIMC^® or CPWA^® CE credit.
9:25 am – 10:00 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) Jamie Stone, Baron Outlook and Opportunities for Investing in Energy
10:05 am – 10:40 am	Individual Portfolio Manager Session Daniel Thibeault , GL Capital Partners Investing in P2P Loans and Other Innovative High-Yield Offerings
10:40 am – 11:00 am	Networking Break with Asset Managers and Resource Partners
11:05 am – 11:40 am	Individual Portfolio Manager Session Charlie Schoenherr, Waypoint Residential, LLC The Current State of the Multifamily Asset Class
11:45 am – 12:20 pm	Individual Portfolio Manager Session Diarmuid Boran, Meritage/Huntington Equity Yield Investing in a Low / Rising Interest Rate Environment
12:25 pm – 1:30 pm	Luncheon Address Ric Edelman, Edelman Financial Services Singularity: 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. Youll be talking about this session long after the conference ends. This session qualified for 1.0 hour of CIMA^®, CIMC^® or CPWA^® CE credit.
1:30 pm	Asset Manager Showcase Adjourns
*Separate Registration Required $99 to attend
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 Advisor, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Advisor 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

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