Wednesday, November 9, 2011
| 8:30 am |
Breakfast and Registration |
| 9:30 am |
Navigating a World of Crises: The Next Five Years
An unstable Middle East, potential inflation, mounting European debt and the declining dollar are just a few of the crises, political and otherwise, that the world is currently facing. Our panel members will discuss the challenges at hand and will offer their overarching economic outlook for the next five years.
Panelists:
David Kelly, Jeffery Miron, Luciano Siracusano
|
| 10:30 am |
Complex Products, Fearful Clients: Advisors’ Challenges
Advisors discuss the challenges they are currently facing and what types of products are helping them solve them for their clients.
Panelists:
Roger Coleman, Sanjan Dhody, Dave Zier
|
| 11:30 am |
Refreshment Break |
| 11:55 am |
Roundtable Discussions
1. Asset Allocation
2. Commodities and Currency
3. Active vs. Passive Management in ETFs and Beyond
4. The European Crisis
5. Global Investment
6. Interest Rates and the Fixed-Income Market
7. Finding New Clients
8. The Political Outlook
9. Regulation
10. Managing Volatility
|
| 12:55 pm |
Lunch
|
| 2:25 pm |
Concurrent Breakout Sessions – Please choose one.
1. Beyond the Style Box
Advisors are looking beyond the traditional equity and fixed-income categories.
Managers are offering new products and advisors want access to new markets.
Our panel will discuss their approach to these changes.
Panelists:
Stewart Massey, Michael Yoshikami
2. How Retirement Income Strategies Are Evolving
Investors are looking for certainty as they enter retirement. So what products can advisors
offer? Is there a role for insurance? What other guaranteed products hold potential?
Panelists:
Grant Rawdin, Howard Sontag
3. Social Media: Prospecting and Beyond
Social media is everywhere. News is broken on Twitter, and Facebook has long since
expanded beyond college students and their younger siblings. LinkedIn is all but required for
professionals. But does any of this have a role for financial advisors? Despite compliance
concerns, our panelists say yes, and they’ll discuss how it can benefit your practice.
Panelists:
Lauren Boyman, Todd Estabrook
4. The New Regulations Facing Advisors
Whether it’s dual registration, the SEC and the Department of Labor’s fiduciary standard
changes or 12b-2, advisors need to be up on the changing regulatory landscape.
Our panel will discuss how advisors can prepare for these changes and what resources
they can draw on.
Panelists:
Nathan Bachrach, David Canter, John Walsh
|
| 3:25 pm |
Refreshment Break |
| 3:45 pm |
From BRIC to N-11, The Expanding Global Opportunity
The global markets are developing fast, offering increasing opportunities to investors. Whether they are looking to diversify by country, sector or asset type, investors will benefit if their advisors know the lay of the land.
Panelists:
Dan Trosch
|
| 4:45 pm |
CIO Roundtable: What’s Next, and Where Are the Flows Going?
Chief investment officers from leading domestic equity, fixed-income and international equity firms will discuss what they see on the global horizon and how it may affect investment product selection and future flows.
Panelists:
Joe Amato, Ned Gray, Lisa Shalett, Scott Wolle
|
| 5:45 pm |
Closing Thoughts |
| 6:00 pm |
Cocktail Reception on the Trading Floor |
| 7:30 pm |
Conference Close |
|
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