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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 - 8:15 am
Opening Remarks And Chairperson Welcome

8:15 am - 9:00 am
General Session
Dr. Ed Yardeni
, Yardeni Research

Predicting Markets In Trump World
President Donald Trump’s policies have been both bullish and bearish for stocks. His deregulation moves and tax cuts have been good for earnings. His “America First” protectionism has increased the risks of a trade war, which would be bearish for stocks. Dr. Ed Yardeni will discuss some insights from his 40 years as an eminent Wall Street prognosticator to predicting how this tug of war between Trump’s bullish and bearish policies will play out.

9:05 am - 9:55 am
• Session A

Multi-Alternative Strategies
Advisors seeking to provide alternative investments to clients may want an expert to decide how to allocate assets. Hear several experts describe the methodology they use to they combine various alternative strategies and generate both alpha and uncorrelated returns.
Brian Murphy, Vivaldi Asset Management
Benjamin Deschaine, Balter Liquid Alternatives
Christopher Lvoff, Goldman Sachs

Session B
International Equity Allocations: How Much And Where
Allocating a portion of clients’ assets to international equities is a widely accepted principle of portfolio diversification. But global investing entails a vast universe, and determining where to deploy assets offers opportunities and pitfalls. In this session, global managers will discuss their philosophy about risk and reward attributes of different markets and which ones make sense today.
Perth Tolle, Founder, Life + Liberty Indexes
Steven A. Schoenfeld, BlueStar Indexes

Impact/SRI & ESG Investing Session - Communicating Impact
How to elicit and align client goals with impact investments.
Patrick Drum, Saturna Capital
Joe Levin, BlueStar Indexes

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

10:30 am - 11:20 am
• General Session
The Value And Growth Investors’ Challenge Today
Historically, academic research has suggested that value investing has proven to be the best strategy for long-term investors. For the last nine years, investors’ faith in looking for cheaply valued stocks has been challenged. Nonetheless, a handful of gifted value mavens who have managed to thrive will present explain how they are winning against the odds.
Jerome Dodson, Parnassus Fund

11:25 am - 12:15 pm
• Session A

Option Strategies To Protect Clients’ Capital Gains
As many advisors’ clients enter or approach retirement, they are sitting on significant capital gains. If the markets suffer a serious downturn, their retirement lifestyle could be compromised. This session outlines ways advisors can use options to protect portfolios from that outcome.
Peter Raimondi, Dakota Wealth Management
Eric Cott, Options Industry Council

• Session B
Alternative Credit Strategies
Alternative strategies can provide clients with extra yield many traditional fixed-income asset classes can’t. As banks have curtailed small-business lending in recent years, other providers have sought to fill the gap. This session will examine opportunities in the credit arena that can be an important part of fixed-income allocations.

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

12:20 pm - 1:30 pm
Charlie Cook
Editor and Publisher of the Cook Political Report
“An Afternoon with Charlie Cook”
The Current Political and Legislative Environment.
For more than two decades Charlie Cook has been a trusted and accurate voice on all things political. Once deemed “the Picasso of election analysis” by the Wall Street Journal, his expertise and encyclopedic knowledge of American politics has been featured on myriad news outlets. Using poll numbers, economic indicators, and historical data, Cook discusses today’s political and legislative environments in a balanced, non-partisan way.

1:30 pm - 2:00 pm
Dessert Break With Exhibitors

2:00 pm - 2:50 pm
• Session A
Global Long-Short Equity Strategies
The synchronized global economic recovery is aging. Few signs of a recession have surfaced but fissures in the system are starting to appear, creating opportunities for long-short strategies. Several top strategies will address both the upside and the downside.
Jason Horowitz, John Hancock Seaport Fund
Mitch Rubin, RiverPark Funds

• Session B
Blockchain And The Crypto-Currency Craze
Most advisors believe that blockchain technology is for real and that crypto-currencies are a scam. Find out the real story behind the hype.
Steve Watkins, Entrex Capital Market LLC

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

2:55 pm - 3:45 pm
• Session A
Daily NAV REITs Get Hot
In the last year, lower-cost private REITs that price daily and redeem on a monthly basis have emerged as the hot vehicle in the real estate market. Learn how these investments work and whether they can meet your clients’ needs.

• Session B
Alternative ETFs For Low-Cost Diversification
Some advisors consider alternatives to be expensive. Today, there is a new class of ETFs that seek to deliver alternative strategies at lower costs. Get an overview of alternative ETFs, and find out how do they structure and manage their portfolios. Can the risk/return characteristics of alternative ETFs help advisors enhance portfolio returns?

Impact/SRI & ESG Investing Session - Investment Selection
Finding the right investments and investment managers.
Doug Lopez, Aristotle Credit Partners
Steve Wallman, Folio

3:45 pm - 4:15 pm
Afternoon Networking Break With Exhibitors

4:15 pm - 5:05 pm
• Session A
Unconstrained Bond Funds: Top Managers’ Best Ideas
Any advisor seeking to learn about top managers’ highest convictions should look at unconstrained bond funds. In this session, several bond market gurus will discuss their best ideas.
Gregg Loprete, Water Island Capital/The Arbitrage Funds

• Session B
Different Flavors: Market Neutral Vs. Long-Short
Market neutral funds are a subset of long-short funds and they are favorites of institutional investors. In this session, advisors can listen to two gifted managers who have five-star funds compare the two styles and share their best high-conviction ideas.
Ali Motamed, Invenomic Capital
Jon Angrist, Cognios Capital

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.
Evan Caron, Swytch

5:05 pm - 6:15 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 - 9:00 am
General Session
Speakers To Be Announced

9:05 am – 9:55 am
• Session A
Top Advisors Explain Where Alternatives Fit In
Advisors considering alternative need to figure out how to research and select specific investments and determine where they fit in a client’s overall asset allocation plan. In this session, several experienced leading advisors will discuss why they use alternatives, how they select them and what asset classes alternatives replace as a substitute.
Paul Pagnato, PagnatoKarp
Laura Tarbox, Tarbox Family Office

• Session B
Energy Investing In A Synchronized Global Boom
More oil and gas is coming on stream at the same time as alternative energy is taking off. But demand is outstripping supply. Learn the ways experts think is the best way to play this global boom.

10:00 am – 10:50 am
• Session A
Applying Artificial Intelligence To Asset Allocation
Artificial intelligence is already starting to change the world. In the next decade, it will start to play an increasingly importance role in investment decisions like asset allocation. In this session, several quantitative investing experts will detail how advisors can expect the AI explosion to effect them and their clients.
Steve Cucchiaro, 3EDGE

• Session B
Risk Arbitrage Event-Driven Investing
Investing in mergers and acquisitions offers clients lucrative returns. Although more than 94% of announced deals are completed, regulatory delays and negotiations may make the timing tricky. In this session, several experts will examine how they deliver differentiated returns to clients.

10:50 am - 11:25 am
Morning Networking Break With Exhibitors

11:25 am - 12:15 pm
• Session A
Understanding The Private Equity-Venture Capital Boom
As the number of public companies has shrunk over the last two decades, the market for private businesses has surged. Funds allocated to both venture capital projects and private equity investments accounts for a growing share of the U.S. economy and provides an array of new opportunities for clients. Discover if the emerging world offers promise for your clients.

• Session B
Real Estate: The Boom Isn’t Over
Real estate shortages looming in many markets. As the economy keeps growing, builders are racing to keep up with demand. In this session, several experts will debate discuss what sectors and regions offer the best prospects.

12:20 pm – 2:00 pm
Lunch Keynote

A Conversation With Dennis Gartman & Mark Yusko
Listen to two iconoclastic investors with strongly held beliefs and no shortage of opinions. Find out what asset classes they like and which ones they pan. Prepare for a few outside-the-box surprises and some entertainment.
Dennis H. Gartman, The Gartman Letter
Mark W. Yusko, Morgan Creek Capital

2:00 pm – 2:50 pm
General Session
Session To Be Announced

2:00 pm - 6:00 pm
2018 Inside Retirement Registration Open

3:00 pm - 4:00 pm
Post-Conference Workshop
"The Lifeguard In The Storm: A New WHY For A New World!"
The financial services profession is undergoing a massive revolution, but the future is brighter than we can imagine. To succeed in this new world, advisors will need advanced skills and more powerful ways of understanding and communicating the unique and extraordinary value we bring our clients.
Frank Maselli, The Maselli Group

4:00 pm
Conference Ends