Conference Day 1 (Times subject to change)
Wednesday – October 10, 2012
6:00 PM – 7:30 PM | Pre-Conference Reception |
Conference Day 2 (Times subject to change)
Thursday – October 11, 2012
7:00 AM |
Registration and sign up for presentations | |
7:30 AM – 8:00 AM |
Breakfast and General Session to follow |
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8:00 AM – 9:00 AM |
Exclusive Opening General Session Dr. Ed Yardeni, President, Yardeni Research, Inc. |
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9:05 AM – 9:35 AM |
Concurrent Individual Portfolio Manager Sessions** |
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9:45 AM – 10:15 AM |
Concurrent Individual Portfolio Manager Sessions** |
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10:25 AM – 11:15 AM |
Dual Manager Subject Matter Presentations*** |
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11:25 AM – 12:15 PM |
Dual Manager Subject Matter Presentations*** |
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12:20 PM – 1:25 PM |
General Session and Lunch James Grant, Founder and Editor, Grant’s Interest Rate Observer. |
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1:30 PM – 2:00 PM |
Concurrent Individual Portfolio Manager Sessions** |
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2:10 PM – 2:40 PM |
Concurrent Individual Portfolio Manager Sessions** |
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2:40 PM – 3:00 PM |
Break |
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3:00 PM – 3:30 PM |
Concurrent Individual Portfolio Manager Sessions** |
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3:40 PM – 4:10 PM |
Concurrent Individual Portfolio Manager Sessions** |
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4:20 PM – 4:50 PM |
Concurrent Individual Portfolio Manager Sessions** |
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4:50 PM – 6:00 PM |
Cocktail Reception with Hors d'oeuvres |
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6:30 PM | Dine Arounds |
Conference Day 3 (Times subject to change)
Friday – October 12, 2012
7:00 AM–8:00 AM |
Breakfast / ETF Analytics Workshop |
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8:00 AM–9:00 AM |
General Session Richard Bernstein, Chief Executive Officer, Richard Bernstein Advisors LLC. |
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9:05 AM–9:35 AM |
Concurrent Individual Portfolio Manager Session** |
|
9:45 AM–10:15 AM |
Concurrent Individual Portfolio Manager Session** |
|
10:15 AM–11:15 AM |
Dual Manager Subject Matter Presentations*** |
|
11:25 AM–11:55 AM |
Concurrent Individual Portfolio Manager Session** |
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12:00 PM – 1:30 PM |
Lunch Meredith Whitney of Meredith Whitney Advisory Group |
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1:35 PM – 2:05 PM |
Concurrent Individual Portfolio Manager Session** |
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2:10 PM – 3:10 PM |
Closing Keynote Peter Schiff, Chief Executive Officer Euro Pacific Capital, Inc. and Euro Pacific Precious Metals, LLC. |
*Private Meeting Rooms will be available by appointment throughout the event, in 30 minute increments.
** Individual managers to be announced.
*** See complete list of topics to be covered under “Subject Matter.” Managers to be announced.
Subject Matter Panels (two managers per session)
-Global Emerging Markets Outlook
-Frontier Emerging Markets Opportunities
-Emerging Market Fixed Income Outlook
-Understanding Managed Futures
-Long Short Equity Opportunities
-Credit and Risk Abritrage Opportunities
-Unconstrained Fixed Income Opportunities
-Understanding Absolute Return Funds
-Target Date Fund Innovation
-Commodities and the Inflation Outlook
-Leveraged ETF's - Risks and Opportunities
-High Yield Fixed Income - Credit Outlook
-Global Real Estate Investing Opportunities
-Far East Investment Opportunites
-Gold and Precious Metals Outlook
-Currencies as an Asset Class or Just Hedging
-Real Return Investing Opportunities
-Global Demand for Natural Resources
-Active Share and Global Unconstrained Equity
-Country and Regional Investment Opportunties
-Is It Better to Own the Equity or Commodity
-Global Macro Outlook and Investing
-Micro Cap Investing Outlook
-In depth Understanding of China vs. India
-Stretching for Yield from Around the Globe
-Liquidity as an Asset Class
-Alternatives Investment Strategies in Mutual Funds
-Lower Risk Emerging Market Equity Strategies
-Municipal Bond Outlook and Opportunities
-Best Alpha Generating Ideas for the Next Decade
-Small Cap Investing Opportunities - Domestic and Abroad
-Fixed Income Sectors - What's Hot, What's Not
-Latest Innovations in Quant Investing - What happen to 130/30?
-Sustainable Trends or A Bubble in Growth Investing
-Is Quality Equity Investing the Next Alpha Generator?
-Contango and Other Issues in Commodity Investing
-Europe Value Trap or Discounted Alpha Opportunity
-Which Equity Sectors will Outperform
-Market Neutral Investing Opportunities
-Mine fields and Gold mines in Fixed Income