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.
Approved for 12.5 IMCA CIMA®/CIMC®/CPWA® CE Credits and CFA Credits. Accepted by the CFP Board for 12.5 CE Credits.
Excellent panels and presentations.
The right people. The right content. Very well done.
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.
It was a valuable conference.
This was my first serious exposure to alts so I learned A LOT.
Very worthwhile conference.
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
KEYNOTE SESSION: The Sophisticated Adviser’s Playbook for the New World of Investing
November 15 • 8:40am - 9:55am
Low growth and low yields — in a world dominated by uncertain central bank policies — make planning for adequate, safe returns next to impossible. If that’s not bad enough, the advent of robo-advice and increasing popularity of target-date and index funds has undermined the perceived value of financial advice. To succeed, advisers must offer sophisticated alternatives to the standard 60/40 variants. Bob explains how advisers can design portfolios that offer growth, income or risk management to attract new clients and keep existing ones happy.
Innovative Income Strategies: From BDC’s to Chinese Bonds
November 15 • 11:15pm - 12:15pm
This session continues the discussion around generating income but will focus specifically on the various products and vehicles that are available. The panel of experts will explore basic research and deeper due diligence techniques for evaluating and allocating everything from liquid alternative mutual funds to more sophisticated MLPs up 23% since June, BDCs, and emerging market debt options.
KEYNOTE SESSION: Investing Under the New President
November 15 • 4:30pm - 5:30pm
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.
KEYNOTE SESSION: The Search for Yield: Alternative Strategies for Income Investing
November 16 • 8:15am - 9:15am
Generating consistent income streams is now more challenging than ever especially if you are still relying on traditional income investment vehicles. This session will discuss why alternative strategies are a must in your search for yield.
Smoothing The Ride When Volatility Gets Real
November 16 • 11:00am - 11:50am
Since the financial crisis, international central banks have ensured a placid investing environment with unprecedented monetary policies. But as the stock market’s violent reaction to the Brexit vote proved, volatility can pop up unexpectedly and send investors into panic mode. Meanwhile, many other risks abound, from the lack of fixed-income liquidity to geopolitical and military tensions. How should advisers — and their clients — prepare.
Under the Hood: Evaluating Alternative Strategy 40 Act Funds
November 16 • 9:30am - 10:35am
The biggest obstacle to advisers’ use of 40 act funds is their inability to evaluate them with standard mutual fund benchmarks. This panel will explain how advisers can analyze and compare alternative mutual fund strategies, performance, and fees.
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.