Agenda

AUDIO RECORDINGS OF THE 2012 ALTERNATIVE INVESTMENTS CONFERENCE NOW AVAILABLE!

Listen as this year's speakers and panelist show how advisers can incorporate alternative products and strategies into their clients' portfolios.

For just $349, get the full two days of sessions* from this year's Alternative Investments Conference. Individual sessions may also be purchased for $39.95 each.

Click HERE to order.

Questions? Contact Lauren Russell at lrussell@investmentnews.com or (212) 210-0238.

*Please note: Day 1 session - "Liquid Alternative Strategies for Fixed-Income Investors" is not available for audio purchse, however the full presenation may be downloaded below.
Monday, October 22
DAY ONE
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
7:30am Registration Opens
7:15am – 9:30am Breakfast, Guided Tour of the CME Group
limited registration


Join InvestmentNews for an exclusive, behind-the-scenes VIP tour of the CME Group. Registration is limited and for financial advisers only.

Hosted by:
8:15am – 9:30am Pre-Conference Session: Demystifying Alternatives

This session will offer a basic understanding of alternative investments, including a definition of the term "alternative," a description of alternative asset classes, explanations of several alternative investment strategies (including long-short and absolute return) and a description of the various vehicles through which alternative asset classes and strategies may be accessed, including mutual funds, exchange-traded funds and hedge funds.

» Speaker:
Nadia Papagiannis
Alternative Investment Strategist, Morningstar Inc.

9:45am10:00am Opening Remarks and Welcome

» Speaker: Suzanne Siracuse
VP/Publisher, InvestmentNews

10:00am – 11:45am Alternatives for Advisers: A Practical Approach for True Diversification in Today's Markets

An explanation of the theory of alternative investing, including the distinctions between alternative assets, strategies and vehicles; alternatives and risk management; what institutions have learned from their experience with alternatives; and what portfolio diversification truly entails.

» Speaker:
Gabriel Burstein
Alternative Investment Portfolio Strategist, Former Global Head of Investment Research and Fund Research, Lipper

11:45am – 12:45pm The Portfolio Implications of a New Global World Order: What this Means for Your Clients

Recent dynamics in the capital markets have caused many advisers to re-examine their asset allocations. This session will advocate that an active risk-managed approach to portfolio design — which builds on fundamental, geopolitical and macroeconomic analysis, as well as game theory — is superior to static asset allocation, and will explain how implementing such an approach provides better management of macro thematic risks and enables better portfolio design.

» Speaker:
Brian Singer, CFA
Head, Dynamic Strategies Allocation Team, William Blair & Co.

12:45pm – 1:45pm Lunch

Sponsored by:
Steben & Company
2:00pm – 3:40pm Liquid Alternative Equity Strategies: How Mutual Funds Can Deliver Like Hedge Funds

Three money management experts will discuss how various alternative strategies – including long-short, multi-alternative assets and other hedged equity strategies — are implemented in the structure of a 1940-Act mutual fund. Panelists will address the issues of fees, liquidity, how performance differs from hedge funds offering the same strategies and the ways in which mutual funds employing these strategies differ from other investment vehicles employing the same strategies.

» Panelists:
David F. Lafferty, CFA
Senior Vice President, Investment Strategist, Natixis Global Asset Management – U.S. Distribution

Rick Lake
Founder/PM, Aston/Lake Partners LASSO Alternatives Fund

David Reichart
Head of Business Development, Principal Funds

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:00pm Networking Break
4:00pm – 5:40pm Liquid Alternative Strategies for Fixed-Income Investors

Three money management experts will discuss how various alternative strategies that employ fixed-income instruments or that seek fixed-income-type returns — such as long-short credit and global macro strategies — can be implemented within a mutual fund. Panelists will address the issues of fees, liquidity and how these funds differ from other vehicles such as hedge funds and managed accounts that offer the same strategies.

» Panelists:
Brian Haskin
Founder and CEO, Alternative Strategy Partners

KC Nelson
Senior Portfolio Manager, Driehaus Capital Management

Matthew Murphy
Global Fixed-Income Portfolio Specialist, Eaton Vance Investment Managers

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

5:40pm – 7:15pm Cocktail Reception in Exhibit Hall

Sponsored by:
Tuesday, October 23
DAY TWO
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
8:10am – 8:15am Recap of Day One
8:15am – 9:30am Keynote Session:
Hedge Fund Performance - Real or Mirage


Simon Lack, a 23-year veteran of JPMorgan and a member of its investment committee, is the author of "The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True." Now a registered investment adviser, he will debate his skeptical view of hedge fund performance with fund of funds manager and long-time financial adviser Ed Butowsky.

» Panelists:
Ed Butowsky
Managing Partner, Chapwood Capital Investment Management

Simon Lack
Principal and Founder, SL Advisors, LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

9:30am – 10:30am Everything You Wanted to Know About Managed Futures

Because commodities tend to be among assets least correlated to the price movement of traditional assets such as equities and bonds, studies have indicated that portfolios composed of traditional asset classes may be subject to less risk and greater return if they contain a broad mix of commodities and commodity-based vehicles including managed futures. This session will explore how managed futures can be used to reduce risk, as well as explain the strategies and asset types used in managed futures and how advisers may use the vehicles in portfolio construction for their clients.

» Panelists:
Ranjan Bhaduri
Chief Research Officer, AlphaMetrix Alternative Asset Advisors

Norman Mains
Managing Director, Chief Risk Officer & Senior Strategist, Forward Management LLC

» Moderator:
Frederick P. Gabriel, Jr.
Editor, InvestmentNews

10:30am – 10:50am Networking Break
10:50am – 11:50am The Changing Landscape for Non-Traded REITs

A record number of non-traded real estate investment trusts have had liquidity events in 2012, some successful, some not. This session will cover the opportunities and risks in non-traded REIT investing, as well as explore the industry's new directions.

» Panelists:
Nicholas Schorsch
Founder and CEO, American Realty Capital

Anthony Chereso
CEO, FactRight LLC

» Moderator:
Bruce Kelly
Senior Columnist, InvestmentNews

11:45am – 12:45pm

Lunch

Sponsored by:
Keating Capital

12:45pm – 2:25pm Direct Alternative Investments: Assessing the Costs and Benefits

An explanation of the advantages and drawbacks of investing in illiquid alternative assets, such as non-traded REITs and oil and gas limited partnerships.

» Panelists:
Mark Goldberg
President, Carey Financial, LLC

Clint Gharib
Director of Managed Products & Insurance, J.P. Turner & Co., LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

2:25pm – 2:50pm Networking Break
2:50pm – 3:40pm Constructing Income and Growth Portfolios Using Alternatives

Specialists in portfolio construction will explain how alternatives can be incorporated in advisers' plans.

» Panelists:
Steve Young
Senior Vice President of Asset Management and CIO, Curian Capital

Victor Zhang
Chief Investment Officer, Wilshire Funds Management

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:40pm Communicating the Alternatives' Value Proposition to Clients

Because of the confusion surrounding alternatives — are they an investment class, certain kinds of assets, particular vehicles or strategies? — many investors need adviser assistance to help them understand just what alternative investments are, their place in portfolios and to what degree they should be included in an investment/financial plan. This session will feature three advisers who incorporate alternative investments into their plans and who will discuss how they educate investors about alternative investing.

» Panelists:
Jim Ball
Principal, Ball Financial Services Co.

Carrie Coghill
President/CEO, Coghill Investment Strategies, LLC

Thomas C. Meyer
Chief Executive Officer, Meyer Capital Group

» Moderator:
Jim Pavia
Editorial Director, InvestmentNews

4:40pm Closing Remarks


Agenda subject to change.
2012 Sponsors

CE Credits

Accepted by the CFP Board for 16 CE credits and by IMCA for 16 CIMA®/CIMC®/CPWA® CE credits.

Agenda

AUDIO RECORDINGS OF THE 2012 ALTERNATIVE INVESTMENTS CONFERENCE NOW AVAILABLE!

Listen as this year's speakers and panelist show how advisers can incorporate alternative products and strategies into their clients' portfolios.

For just $349, get the full two days of sessions* from this year's Alternative Investments Conference. Individual sessions may also be purchased for $39.95 each.

Click HERE to order.

Questions? Contact Lauren Russell at lrussell@investmentnews.com or (212) 210-0238.

*Please note: Day 1 session - "Liquid Alternative Strategies for Fixed-Income Investors" is not available for audio purchse, however the full presenation may be downloaded below.
Monday, October 22
DAY ONE
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
7:30am Registration Opens
7:15am – 9:30am Breakfast, Guided Tour of the CME Group
limited registration


Join InvestmentNews for an exclusive, behind-the-scenes VIP tour of the CME Group. Registration is limited and for financial advisers only.

Hosted by:
8:15am – 9:30am Pre-Conference Session: Demystifying Alternatives

This session will offer a basic understanding of alternative investments, including a definition of the term "alternative," a description of alternative asset classes, explanations of several alternative investment strategies (including long-short and absolute return) and a description of the various vehicles through which alternative asset classes and strategies may be accessed, including mutual funds, exchange-traded funds and hedge funds.

» Speaker:
Nadia Papagiannis
Alternative Investment Strategist, Morningstar Inc.

9:45am10:00am Opening Remarks and Welcome

» Speaker: Suzanne Siracuse
VP/Publisher, InvestmentNews

10:00am – 11:45am Alternatives for Advisers: A Practical Approach for True Diversification in Today's Markets

An explanation of the theory of alternative investing, including the distinctions between alternative assets, strategies and vehicles; alternatives and risk management; what institutions have learned from their experience with alternatives; and what portfolio diversification truly entails.

» Speaker:
Gabriel Burstein
Alternative Investment Portfolio Strategist, Former Global Head of Investment Research and Fund Research, Lipper

11:45am – 12:45pm The Portfolio Implications of a New Global World Order: What this Means for Your Clients

Recent dynamics in the capital markets have caused many advisers to re-examine their asset allocations. This session will advocate that an active risk-managed approach to portfolio design — which builds on fundamental, geopolitical and macroeconomic analysis, as well as game theory — is superior to static asset allocation, and will explain how implementing such an approach provides better management of macro thematic risks and enables better portfolio design.

» Speaker:
Brian Singer, CFA
Head, Dynamic Strategies Allocation Team, William Blair & Co.

12:45pm – 1:45pm Lunch

Sponsored by:
Steben & Company
2:00pm – 3:40pm Liquid Alternative Equity Strategies: How Mutual Funds Can Deliver Like Hedge Funds

Three money management experts will discuss how various alternative strategies – including long-short, multi-alternative assets and other hedged equity strategies — are implemented in the structure of a 1940-Act mutual fund. Panelists will address the issues of fees, liquidity, how performance differs from hedge funds offering the same strategies and the ways in which mutual funds employing these strategies differ from other investment vehicles employing the same strategies.

» Panelists:
David F. Lafferty, CFA
Senior Vice President, Investment Strategist, Natixis Global Asset Management – U.S. Distribution

Rick Lake
Founder/PM, Aston/Lake Partners LASSO Alternatives Fund

David Reichart
Head of Business Development, Principal Funds

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:00pm Networking Break
4:00pm – 5:40pm Liquid Alternative Strategies for Fixed-Income Investors

Three money management experts will discuss how various alternative strategies that employ fixed-income instruments or that seek fixed-income-type returns — such as long-short credit and global macro strategies — can be implemented within a mutual fund. Panelists will address the issues of fees, liquidity and how these funds differ from other vehicles such as hedge funds and managed accounts that offer the same strategies.

» Panelists:
Brian Haskin
Founder and CEO, Alternative Strategy Partners

KC Nelson
Senior Portfolio Manager, Driehaus Capital Management

Matthew Murphy
Global Fixed-Income Portfolio Specialist, Eaton Vance Investment Managers

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

5:40pm – 7:15pm Cocktail Reception in Exhibit Hall

Sponsored by:
Tuesday, October 23
DAY TWO
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
8:10am – 8:15am Recap of Day One
8:15am – 9:30am Keynote Session:
Hedge Fund Performance - Real or Mirage


Simon Lack, a 23-year veteran of JPMorgan and a member of its investment committee, is the author of "The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True." Now a registered investment adviser, he will debate his skeptical view of hedge fund performance with fund of funds manager and long-time financial adviser Ed Butowsky.

» Panelists:
Ed Butowsky
Managing Partner, Chapwood Capital Investment Management

Simon Lack
Principal and Founder, SL Advisors, LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

9:30am – 10:30am Everything You Wanted to Know About Managed Futures

Because commodities tend to be among assets least correlated to the price movement of traditional assets such as equities and bonds, studies have indicated that portfolios composed of traditional asset classes may be subject to less risk and greater return if they contain a broad mix of commodities and commodity-based vehicles including managed futures. This session will explore how managed futures can be used to reduce risk, as well as explain the strategies and asset types used in managed futures and how advisers may use the vehicles in portfolio construction for their clients.

» Panelists:
Ranjan Bhaduri
Chief Research Officer, AlphaMetrix Alternative Asset Advisors

Norman Mains
Managing Director, Chief Risk Officer & Senior Strategist, Forward Management LLC

» Moderator:
Frederick P. Gabriel, Jr.
Editor, InvestmentNews

10:30am – 10:50am Networking Break
10:50am – 11:50am The Changing Landscape for Non-Traded REITs

A record number of non-traded real estate investment trusts have had liquidity events in 2012, some successful, some not. This session will cover the opportunities and risks in non-traded REIT investing, as well as explore the industry's new directions.

» Panelists:
Nicholas Schorsch
Founder and CEO, American Realty Capital

Anthony Chereso
CEO, FactRight LLC

» Moderator:
Bruce Kelly
Senior Columnist, InvestmentNews

11:45am – 12:45pm

Lunch

Sponsored by:
Keating Capital

12:45pm – 2:25pm Direct Alternative Investments: Assessing the Costs and Benefits

An explanation of the advantages and drawbacks of investing in illiquid alternative assets, such as non-traded REITs and oil and gas limited partnerships.

» Panelists:
Mark Goldberg
President, Carey Financial, LLC

Clint Gharib
Director of Managed Products & Insurance, J.P. Turner & Co., LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

2:25pm – 2:50pm Networking Break
2:50pm – 3:40pm Constructing Income and Growth Portfolios Using Alternatives

Specialists in portfolio construction will explain how alternatives can be incorporated in advisers' plans.

» Panelists:
Steve Young
Senior Vice President of Asset Management and CIO, Curian Capital

Victor Zhang
Chief Investment Officer, Wilshire Funds Management

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:40pm Communicating the Alternatives' Value Proposition to Clients

Because of the confusion surrounding alternatives — are they an investment class, certain kinds of assets, particular vehicles or strategies? — many investors need adviser assistance to help them understand just what alternative investments are, their place in portfolios and to what degree they should be included in an investment/financial plan. This session will feature three advisers who incorporate alternative investments into their plans and who will discuss how they educate investors about alternative investing.

» Panelists:
Jim Ball
Principal, Ball Financial Services Co.

Carrie Coghill
President/CEO, Coghill Investment Strategies, LLC

Thomas C. Meyer
Chief Executive Officer, Meyer Capital Group

» Moderator:
Jim Pavia
Editorial Director, InvestmentNews

4:40pm Closing Remarks


Agenda subject to change.
2012 Sponsors

CE Credits

Accepted by the CFP Board for 16 CE credits and by IMCA for 16 CIMA®/CIMC®/CPWA® CE credits.

Agenda

AUDIO RECORDINGS OF THE 2012 ALTERNATIVE INVESTMENTS CONFERENCE NOW AVAILABLE!

Listen as this year's speakers and panelist show how advisers can incorporate alternative products and strategies into their clients' portfolios.

For just $349, get the full two days of sessions* from this year's Alternative Investments Conference. Individual sessions may also be purchased for $39.95 each.

Click HERE to order.

Questions? Contact Lauren Russell at lrussell@investmentnews.com or (212) 210-0238.

*Please note: Day 1 session - "Liquid Alternative Strategies for Fixed-Income Investors" is not available for audio purchse, however the full presenation may be downloaded below.
Monday, October 22
DAY ONE
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
7:30am Registration Opens
7:15am – 9:30am Breakfast, Guided Tour of the CME Group
limited registration


Join InvestmentNews for an exclusive, behind-the-scenes VIP tour of the CME Group. Registration is limited and for financial advisers only.

Hosted by:
8:15am – 9:30am Pre-Conference Session: Demystifying Alternatives

This session will offer a basic understanding of alternative investments, including a definition of the term "alternative," a description of alternative asset classes, explanations of several alternative investment strategies (including long-short and absolute return) and a description of the various vehicles through which alternative asset classes and strategies may be accessed, including mutual funds, exchange-traded funds and hedge funds.

» Speaker:
Nadia Papagiannis
Alternative Investment Strategist, Morningstar Inc.

9:45am10:00am Opening Remarks and Welcome

» Speaker: Suzanne Siracuse
VP/Publisher, InvestmentNews

10:00am – 11:45am Alternatives for Advisers: A Practical Approach for True Diversification in Today's Markets

An explanation of the theory of alternative investing, including the distinctions between alternative assets, strategies and vehicles; alternatives and risk management; what institutions have learned from their experience with alternatives; and what portfolio diversification truly entails.

» Speaker:
Gabriel Burstein
Alternative Investment Portfolio Strategist, Former Global Head of Investment Research and Fund Research, Lipper

11:45am – 12:45pm The Portfolio Implications of a New Global World Order: What this Means for Your Clients

Recent dynamics in the capital markets have caused many advisers to re-examine their asset allocations. This session will advocate that an active risk-managed approach to portfolio design — which builds on fundamental, geopolitical and macroeconomic analysis, as well as game theory — is superior to static asset allocation, and will explain how implementing such an approach provides better management of macro thematic risks and enables better portfolio design.

» Speaker:
Brian Singer, CFA
Head, Dynamic Strategies Allocation Team, William Blair & Co.

12:45pm – 1:45pm Lunch

Sponsored by:
Steben & Company
2:00pm – 3:40pm Liquid Alternative Equity Strategies: How Mutual Funds Can Deliver Like Hedge Funds

Three money management experts will discuss how various alternative strategies – including long-short, multi-alternative assets and other hedged equity strategies — are implemented in the structure of a 1940-Act mutual fund. Panelists will address the issues of fees, liquidity, how performance differs from hedge funds offering the same strategies and the ways in which mutual funds employing these strategies differ from other investment vehicles employing the same strategies.

» Panelists:
David F. Lafferty, CFA
Senior Vice President, Investment Strategist, Natixis Global Asset Management – U.S. Distribution

Rick Lake
Founder/PM, Aston/Lake Partners LASSO Alternatives Fund

David Reichart
Head of Business Development, Principal Funds

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:00pm Networking Break
4:00pm – 5:40pm Liquid Alternative Strategies for Fixed-Income Investors

Three money management experts will discuss how various alternative strategies that employ fixed-income instruments or that seek fixed-income-type returns — such as long-short credit and global macro strategies — can be implemented within a mutual fund. Panelists will address the issues of fees, liquidity and how these funds differ from other vehicles such as hedge funds and managed accounts that offer the same strategies.

» Panelists:
Brian Haskin
Founder and CEO, Alternative Strategy Partners

KC Nelson
Senior Portfolio Manager, Driehaus Capital Management

Matthew Murphy
Global Fixed-Income Portfolio Specialist, Eaton Vance Investment Managers

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

5:40pm – 7:15pm Cocktail Reception in Exhibit Hall

Sponsored by:
Tuesday, October 23
DAY TWO
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
8:10am – 8:15am Recap of Day One
8:15am – 9:30am Keynote Session:
Hedge Fund Performance - Real or Mirage


Simon Lack, a 23-year veteran of JPMorgan and a member of its investment committee, is the author of "The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True." Now a registered investment adviser, he will debate his skeptical view of hedge fund performance with fund of funds manager and long-time financial adviser Ed Butowsky.

» Panelists:
Ed Butowsky
Managing Partner, Chapwood Capital Investment Management

Simon Lack
Principal and Founder, SL Advisors, LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

9:30am – 10:30am Everything You Wanted to Know About Managed Futures

Because commodities tend to be among assets least correlated to the price movement of traditional assets such as equities and bonds, studies have indicated that portfolios composed of traditional asset classes may be subject to less risk and greater return if they contain a broad mix of commodities and commodity-based vehicles including managed futures. This session will explore how managed futures can be used to reduce risk, as well as explain the strategies and asset types used in managed futures and how advisers may use the vehicles in portfolio construction for their clients.

» Panelists:
Ranjan Bhaduri
Chief Research Officer, AlphaMetrix Alternative Asset Advisors

Norman Mains
Managing Director, Chief Risk Officer & Senior Strategist, Forward Management LLC

» Moderator:
Frederick P. Gabriel, Jr.
Editor, InvestmentNews

10:30am – 10:50am Networking Break
10:50am – 11:50am The Changing Landscape for Non-Traded REITs

A record number of non-traded real estate investment trusts have had liquidity events in 2012, some successful, some not. This session will cover the opportunities and risks in non-traded REIT investing, as well as explore the industry's new directions.

» Panelists:
Nicholas Schorsch
Founder and CEO, American Realty Capital

Anthony Chereso
CEO, FactRight LLC

» Moderator:
Bruce Kelly
Senior Columnist, InvestmentNews

11:45am – 12:45pm

Lunch

Sponsored by:
Keating Capital

12:45pm – 2:25pm Direct Alternative Investments: Assessing the Costs and Benefits

An explanation of the advantages and drawbacks of investing in illiquid alternative assets, such as non-traded REITs and oil and gas limited partnerships.

» Panelists:
Mark Goldberg
President, Carey Financial, LLC

Clint Gharib
Director of Managed Products & Insurance, J.P. Turner & Co., LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

2:25pm – 2:50pm Networking Break
2:50pm – 3:40pm Constructing Income and Growth Portfolios Using Alternatives

Specialists in portfolio construction will explain how alternatives can be incorporated in advisers' plans.

» Panelists:
Steve Young
Senior Vice President of Asset Management and CIO, Curian Capital

Victor Zhang
Chief Investment Officer, Wilshire Funds Management

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:40pm Communicating the Alternatives' Value Proposition to Clients

Because of the confusion surrounding alternatives — are they an investment class, certain kinds of assets, particular vehicles or strategies? — many investors need adviser assistance to help them understand just what alternative investments are, their place in portfolios and to what degree they should be included in an investment/financial plan. This session will feature three advisers who incorporate alternative investments into their plans and who will discuss how they educate investors about alternative investing.

» Panelists:
Jim Ball
Principal, Ball Financial Services Co.

Carrie Coghill
President/CEO, Coghill Investment Strategies, LLC

Thomas C. Meyer
Chief Executive Officer, Meyer Capital Group

» Moderator:
Jim Pavia
Editorial Director, InvestmentNews

4:40pm Closing Remarks


Agenda subject to change.
2012 Sponsors

CE Credits

Accepted by the CFP Board for 16 CE credits and by IMCA for 16 CIMA®/CIMC®/CPWA® CE credits.

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Listen as this year's speakers and panelist show how advisers can incorporate alternative products and strategies into their clients' portfolios.

For just $349, get the full two days of sessions* from this year's Alternative Investments Conference. Individual sessions may also be purchased for $39.95 each.

Click HERE to order.

Questions? Contact Lauren Russell at lrussell@investmentnews.com or (212) 210-0238.

*Please note: Day 1 session - "Liquid Alternative Strategies for Fixed-Income Investors" is not available for audio purchse, however the full presenation may be downloaded below.
Monday, October 22
DAY ONE
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
7:30am Registration Opens
7:15am – 9:30am Breakfast, Guided Tour of the CME Group
limited registration


Join InvestmentNews for an exclusive, behind-the-scenes VIP tour of the CME Group. Registration is limited and for financial advisers only.

Hosted by:
8:15am – 9:30am Pre-Conference Session: Demystifying Alternatives

This session will offer a basic understanding of alternative investments, including a definition of the term "alternative," a description of alternative asset classes, explanations of several alternative investment strategies (including long-short and absolute return) and a description of the various vehicles through which alternative asset classes and strategies may be accessed, including mutual funds, exchange-traded funds and hedge funds.

» Speaker:
Nadia Papagiannis
Alternative Investment Strategist, Morningstar Inc.

9:45am10:00am Opening Remarks and Welcome

» Speaker: Suzanne Siracuse
VP/Publisher, InvestmentNews

10:00am – 11:45am Alternatives for Advisers: A Practical Approach for True Diversification in Today's Markets

An explanation of the theory of alternative investing, including the distinctions between alternative assets, strategies and vehicles; alternatives and risk management; what institutions have learned from their experience with alternatives; and what portfolio diversification truly entails.

» Speaker:
Gabriel Burstein
Alternative Investment Portfolio Strategist, Former Global Head of Investment Research and Fund Research, Lipper

11:45am – 12:45pm The Portfolio Implications of a New Global World Order: What this Means for Your Clients

Recent dynamics in the capital markets have caused many advisers to re-examine their asset allocations. This session will advocate that an active risk-managed approach to portfolio design — which builds on fundamental, geopolitical and macroeconomic analysis, as well as game theory — is superior to static asset allocation, and will explain how implementing such an approach provides better management of macro thematic risks and enables better portfolio design.

» Speaker:
Brian Singer, CFA
Head, Dynamic Strategies Allocation Team, William Blair & Co.

12:45pm – 1:45pm Lunch

Sponsored by:
Steben & Company
2:00pm – 3:40pm Liquid Alternative Equity Strategies: How Mutual Funds Can Deliver Like Hedge Funds

Three money management experts will discuss how various alternative strategies – including long-short, multi-alternative assets and other hedged equity strategies — are implemented in the structure of a 1940-Act mutual fund. Panelists will address the issues of fees, liquidity, how performance differs from hedge funds offering the same strategies and the ways in which mutual funds employing these strategies differ from other investment vehicles employing the same strategies.

» Panelists:
David F. Lafferty, CFA
Senior Vice President, Investment Strategist, Natixis Global Asset Management – U.S. Distribution

Rick Lake
Founder/PM, Aston/Lake Partners LASSO Alternatives Fund

David Reichart
Head of Business Development, Principal Funds

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:00pm Networking Break
4:00pm – 5:40pm Liquid Alternative Strategies for Fixed-Income Investors

Three money management experts will discuss how various alternative strategies that employ fixed-income instruments or that seek fixed-income-type returns — such as long-short credit and global macro strategies — can be implemented within a mutual fund. Panelists will address the issues of fees, liquidity and how these funds differ from other vehicles such as hedge funds and managed accounts that offer the same strategies.

» Panelists:
Brian Haskin
Founder and CEO, Alternative Strategy Partners

KC Nelson
Senior Portfolio Manager, Driehaus Capital Management

Matthew Murphy
Global Fixed-Income Portfolio Specialist, Eaton Vance Investment Managers

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

5:40pm – 7:15pm Cocktail Reception in Exhibit Hall

Sponsored by:
Tuesday, October 23
DAY TWO
7:15am – 8:10am Continental Breakfast with Sponsors and Exhibitors
8:10am – 8:15am Recap of Day One
8:15am – 9:30am Keynote Session:
Hedge Fund Performance - Real or Mirage


Simon Lack, a 23-year veteran of JPMorgan and a member of its investment committee, is the author of "The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True." Now a registered investment adviser, he will debate his skeptical view of hedge fund performance with fund of funds manager and long-time financial adviser Ed Butowsky.

» Panelists:
Ed Butowsky
Managing Partner, Chapwood Capital Investment Management

Simon Lack
Principal and Founder, SL Advisors, LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

9:30am – 10:30am Everything You Wanted to Know About Managed Futures

Because commodities tend to be among assets least correlated to the price movement of traditional assets such as equities and bonds, studies have indicated that portfolios composed of traditional asset classes may be subject to less risk and greater return if they contain a broad mix of commodities and commodity-based vehicles including managed futures. This session will explore how managed futures can be used to reduce risk, as well as explain the strategies and asset types used in managed futures and how advisers may use the vehicles in portfolio construction for their clients.

» Panelists:
Ranjan Bhaduri
Chief Research Officer, AlphaMetrix Alternative Asset Advisors

Norman Mains
Managing Director, Chief Risk Officer & Senior Strategist, Forward Management LLC

» Moderator:
Frederick P. Gabriel, Jr.
Editor, InvestmentNews

10:30am – 10:50am Networking Break
10:50am – 11:50am The Changing Landscape for Non-Traded REITs

A record number of non-traded real estate investment trusts have had liquidity events in 2012, some successful, some not. This session will cover the opportunities and risks in non-traded REIT investing, as well as explore the industry's new directions.

» Panelists:
Nicholas Schorsch
Founder and CEO, American Realty Capital

Anthony Chereso
CEO, FactRight LLC

» Moderator:
Bruce Kelly
Senior Columnist, InvestmentNews

11:45am – 12:45pm

Lunch

Sponsored by:
Keating Capital

12:45pm – 2:25pm Direct Alternative Investments: Assessing the Costs and Benefits

An explanation of the advantages and drawbacks of investing in illiquid alternative assets, such as non-traded REITs and oil and gas limited partnerships.

» Panelists:
Mark Goldberg
President, Carey Financial, LLC

Clint Gharib
Director of Managed Products & Insurance, J.P. Turner & Co., LLC

» Moderator:
Evan Cooper
Director of Custom Content and Programming, InvestmentNews

2:25pm – 2:50pm Networking Break
2:50pm – 3:40pm Constructing Income and Growth Portfolios Using Alternatives

Specialists in portfolio construction will explain how alternatives can be incorporated in advisers' plans.

» Panelists:
Steve Young
Senior Vice President of Asset Management and CIO, Curian Capital

Victor Zhang
Chief Investment Officer, Wilshire Funds Management

» Moderator:
Jeff Benjamin
Senior Reporter and Investments Columnist, InvestmentNews

3:40pm – 4:40pm Communicating the Alternatives' Value Proposition to Clients

Because of the confusion surrounding alternatives — are they an investment class, certain kinds of assets, particular vehicles or strategies? — many investors need adviser assistance to help them understand just what alternative investments are, their place in portfolios and to what degree they should be included in an investment/financial plan. This session will feature three advisers who incorporate alternative investments into their plans and who will discuss how they educate investors about alternative investing.

» Panelists:
Jim Ball
Principal, Ball Financial Services Co.

Carrie Coghill
President/CEO, Coghill Investment Strategies, LLC

Thomas C. Meyer
Chief Executive Officer, Meyer Capital Group

» Moderator:
Jim Pavia
Editorial Director, InvestmentNews

4:40pm Closing Remarks


Agenda subject to change.
2012 Sponsors

CE Credits

Accepted by the CFP Board for 16 CE credits and by IMCA for 16 CIMA®/CIMC®/CPWA® CE credits.