Lunch in Main Foyer
Keynote Speaker
- Jeffrey Gundlach

CEO and CIO, DoubleLine Capital

sponsored by

www.doublinefunds.com


2:20 PM-3:10 PM Breakout Session A
Vital Concepts in Personal Trusts, Captive Insurance and Private Life Insurance for High-Net Worth Clients



2:20 PM-3:10 PM Breakout Session B
Emerging Markets

  3:10 PM-4:00 PM Breakout Session A
Using the Endowment Model with Private Clients



3:10 PM-4:00 PM Breakout Session B
Navigating in a Rising Interest Rate Environment: How to Protect Against the Coming Bond Bubble



Wednesday - June 22, 2011

 

8:50 AM-9:40 AM Breakout Session A
Achieving Tax Efficiency with Alternatives


8:50 AM-9:40 AM Breakout Session B
Real Assets: A Long or Short Approach



10:10 AM-11:00 AM Breakout Session A
Risk Management and Mitigation Utilizing Alternative Option Based Strategies
This presentation will be available soon


10:10 AM-11:00 AM Breakout Session B
Fiduciary Compliance Issues with Alternatives


11:00 AM-12:00 PM Breakout Session A
Contrarians Panel


11:00 AM-12:00 PM Breakout Session B
Variations on Absolute Return Strategies


1:45 PM-2:35 PM Breakout Session A
"Out of the Box" Alternatives


1:45 PM-2:35 PM Breakout Session B
Liquid Alternative Investments: Achieving Diversification and Risk Reduction Without Sacrificing Returns


2:35 PM-3:30 PM Implementing Alternatives in Client Portfolios



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