AGENDA

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2018 Tentative Agenda

September 24, 2018

7:15 am - 8:00 am
Registration And Breakfast In Exhibit Hall
 
8:00 am - 8:10 am
Opening Remarks And Chairperson Welcome
 

8:10 am - 9:00 am
General Session

9:05 am - 9:55 am
• Session A

Are Crypto-Currencies For Real?

Session B
Insurance-Linked Bonds

Impact/SRI & ESG Investing Session - Communicating Impact
How to elicit and align client goals with impact investments.

10:00 am - 10:30 am
Morning Network Break In Exhibit Hall

10:35 am - 11:25 am
• Session A
Strategies To Protect Clients’ Capital Gains

Session B
Combining Factor Strategies For Superior Returns

Impact/SRI & ESG Investing Session - Investment Selection
Finding the right investments and investment managers.

11:30 am - 12:20 pm
• Session A

Long-Short Credit Strategies

• Session B
Evaluating Private Investments

Impact/SRI & ESG Investing Session - Portfolio Monitoring 
Gauging gains qualitatively and by quantitative returns.

12:20 pm - 1:30 pm
LUNCH KEYNOTE
Charlie Cook
Editor and Publisher of the Cook Political Report and Columnist for the National Journal

1:30 pm - 2:05 pm
Dessert Break With Exhibitors

2:10 pm - 3:00 pm
• Session A
Global Macro Investing

• Session B
Risk Arbitrage And Event-Driven Investing

Impact/SRI & ESG Investing Session - Portfolio Reporting
Going beyond financial statements to increase capital values, relay performance, and gain marketing opportunities.

3:05 pm - 3:55 pm
• Session A
Alternative Income Strategies In A Low-Rate World

• Session B
Late-Cycle Real Estate Investing

Impact/SRI & ESG Investing Session - Responsible Exits
How to take profits without sacrificing social outcomes.

4:00 pm - 4:35 pm
Afternoon Networking Break With Exhibitors

4:40 pm - 5:30 pm
• Session A
Volatility: Friend Or Foe

• Session B
Alternative ETFs For Low-Cost Diversification

Impact/SRI & ESG Investing Session - Industry Trends
Investing in the United Nations’ Sustainable Development Goals with managed accounts, exchange traded funds, mutual funds, and alternative securities.

5:30 pm - 6:30 pm
Cocktail Reception

September 25, 2018

7:15 am - 8:00 am
Registration And Breakfast In Exhibit Hall

8:00 am - 8:10 am
Chairperson Recap

8:10 am - 9:10 am
General Session

9:15 am – 10:05 am
• Session A
Energy Investing In A Global Expansion

• Session B
Why Risk Parity Could Beat 60-40 Over The Next Decade

10:10 am – 11:00 am
• Session A
How Advisors Are Using Alternatives

• Session B
Long-Short Equity Strategies

11:00 am - 11:35 am
Morning Networking Break With Exhibitors

11:40 am - 12:30 pm
• Session A
Can The Commodities Comeback Continue

• Session B
Determining The Most Efficient Way To Allocate Alternatives

 

12:30 pm – 2:00 pm
Lunch Keynote
Dennis H. Gartman, The Gartman Letter
Mark W. Yusko, Morgan Creek Capital Management

2:00 pm – 3:00 pm
General Session

3:00 pm
Conference Ends