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2012 Conference Agenda


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 AM8:00 AM Breakfast and General Session to follow
 
 
8:00 AM9:00 AM Exclusive Opening General Session
Dr. Ed Yardeni, President, Yardeni Research, Inc.

 
 
9:05 AM9:35 AM Concurrent Individual Portfolio Manager Sessions**
 
 
9:45 AM10:15 AM Concurrent Individual Portfolio Manager Sessions**
 
 
10:25 AM11:15 AM Dual Manager Subject Matter Presentations***
 
 
11:25 AM12:15 PM Dual Manager Subject Matter Presentations***
 
 
12:20 PM1:25 PM General Session and Lunch
James Grant, Founder and Editor, Grant’s Interest Rate Observer.
 
 
1:30 PM2:00 PM
 
Concurrent Individual Portfolio Manager Sessions**
 
 
2:10 PM2:40 PM
 
Concurrent Individual Portfolio Manager Sessions**
 
 
 2:40 PM3:00 PM Break
 
 
3:00 PM3:30 PM
 
Concurrent Individual Portfolio Manager Sessions**
 
 
3:40 PM4:10 PM Concurrent Individual Portfolio Manager Sessions**
 
 
4:20 PM4:50 PM Concurrent Individual Portfolio Manager Sessions**
 
 
4:50 PM6:00 PM Cocktail Reception with Hors d'oeuvres
 
 
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
 
 
8:00 AM–9:00 AM General Session
Richard Bernstein, Chief Executive Officer, Richard Bernstein Advisors LLC.
 
 
9:05 AM9:35 AM Concurrent Individual Portfolio Manager Session**
 
 
9:45 AM–10:15 AM Concurrent Individual Portfolio Manager Session**
 
 
10:15 AM11:15 AM Dual Manager Subject Matter Presentations***
 
 
11:25 AM11:55 AM Concurrent Individual Portfolio Manager Session**
 
 
12:00 PM – 1:30 PM Lunch
Meredith Whitney of Meredith Whitney Advisory Group
 
 
1:35 PM – 2:05 PM Concurrent Individual Portfolio Manager Session**
 
 
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

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