1:00 - 2:15 PM Outsourcing Technology, Custody & Clearing
-Michael Clisham, State Street Wealth Manager Services
-Richard H. Whitworth, TD Ameritrade

Click here for the State Street Wealth Manager presentation slides

Click here for the TD Ameritrade presentation slides

 2:30 - 3:15 PM
Insurance & Risk Management for the HNW
-Kevin D Desmond, Chubb & Son

Click here for the Chubb & Son presentation slides

3:15 - 4:00 PM
 Sourcing the Financial Elite
-Hannah Shaw Grove, Private Wealth Magazine

Click here for Hannah Shaw Grove's presentation slides

Tuesday - June 21, 2011

8:15 AM-9:15 AM
 CIO Investment Outlook

9:15 AM-10:15 AM Breakout Session A
Opportunities In a
Dynamic Real Estate Market
9:15 AM-10:15 AM Breakout Session B
Where Managed Futures Belong in Portfolios
10:45 AM-11:35 AM Breakout Session A
Structured Notes Under the Microscope
10:45 AM-11:35 AM Breakout Session B
Role of Alternatives in Asset Allocation


11:35 AM-12:30 PM Breakout Session A
Private Equity/Venture Capital
11:35 AM-12:30 PM

Breakout Session B
Precious Metals and Natural Resources: What's Next
12:30 PM-1:50 PM

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