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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

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.

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

10:30 am - 11:20 am
• General Session
The Value 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
Marketplace Peer-To-Peer Lending
As many banks retreated from lending to small businesses in the wake of the Great Recession, marketplace lenders emerged to fill the void. Reduced competition for these borrowers’ business can produce attractive returns for clients. Learn how these loans work and whether peer-to-peer lending is right for your clients.

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

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

• 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.

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

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

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
Commodities: Perfect For The Late Cycle
Long dormant for much of this anemic economic expansion, commodity prices are now moving higher. Learn which commodities several experts expect to lead the markets higher as global growth continues.

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.

5:05 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
Charles Lowenhaupt, Lowenhaupt Global Advisors

• 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

3:00 pm
Conference Ends