It's time to look beyond the traditional.
A must attend event for wealth managers and financial advisers who want to learn how to build a successful practice that provides the differentiated investment approaches needed to fulfill the goals of today’s wealthiest and most sophisticated investors.
This is unlike any comparable event. No cookie cutter solutions, no oversimplification, just good sound and outstanding thinking translated into the best conference of its kind I’ve ever attended.
Fabulous info - energetic presentation, so much more impactful than usual quantitative review.
Excellent panels and presentations.
Very worthwhile conference.
It was a valuable conference.
This was my first serious exposure to alts so I learned A LOT.
The right people. The right content. Very well done.
Who Should Attend: Financial Advisers • Investment Advisers • Money Managers • Wealth Managers • Family Office Executives • Brokers • Trust Officers • Retirement Plan Advisers • Broker-Dealer Executives • Alternative Product Firms
The Sophisticated Adviser's Playbook
November 15 • 8:45am - 10:00am
KEYNOTE SESSION // Investing and practice-building are bigger challenges than ever. To succeed, advisers must offer a more sophisticated approach than standard 60/40 variants. Bob Rice presents an integrated and logical framework for the new growth, income, and risk management options - a playbook that sets clients up for success and advisers up for more clients.
Navigating Through the Sea of Liquid Alternatives
November 15 • 3:50pm - 4:40pm
Once a largely misunderstood corner of the mutual fund universe, liquid alts have gained prominence through growth and performance. Learn how to analyze and navigate this fast-growing category.
The Search for Yield: Alternative Strategies for Income Investing
November 15 • 10:25am - 11:15am
Generating consistent income streams is now more challenging than ever - if you are still relying on traditional income investment vehicles. This session will discuss why alternative strategies are must in your search for yield.
Investing Under the New President
November 16 • 8:45am - 10:00am
KEYNOTE SESSION // Just one week after the Presidential election, in the wake of a campaign that has been described as one of the most unusual in recent history, this session will look at what it all means going forward, including how our next President might impact the financial markets and the financial advice industry.
Smoothing the Ride As Volatility Goes Volatile
November 16 • 10:30am - 11:20am
Since the crisis, international central banks have ensured a placid investing environment with extraordinary and concordant monetary policies. How can - and should - investors prepare?
Limiting Downside While Generating Returns
November 16 • 11:20am - 12:10pm
Do strategies really exist that both provide downside protection and generate current profits? How does "diversification" work in a world of growing correlations? This panel will offer up concrete suggestions and ideas for risk management tools that don't just make investors "pay to wait", and instead can provide both solid returns and important downside insulation.
What is the cancellation policy?
Any cancellations received in writing by October 17, 2016, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by calling 212-210-0238.
How will continuing education hours be credited?
InvestmentNews will report CE credit hours for attendees directly to the CFP Board. To receive CE credit through IMCA, InvestmentNews will provide attendees with a program ID number that attendees can use to self-report.