*Agendas are subject to change without notice. More information will be made available soon. Be sure to revisit this page for updates.
June 21st - Main Panel
Wednesday June 21, 2017 | |
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8:00 AM – 8:50 AM | Registration |
8:50 AM – 9:00 AM | Opening Remarks Victor Park - Alternative Assets |
9:00 AM – 9:40 AM | Generating Alpha in Liquid Alts Vijar Kohli - Golden Door Asset Management Tony Acquadro - Kensington Wealth Advisors Mohit Bajaj - WallachBeth Capital |
9:45 AM – 10:25 AM | The New Imperative for Alternatives in Asset Allocation Sal Gilbertie - Teucrium Trading |
10:30 AM – 11:10 AM | Liquid Alts 2.0: Alternative ETF Portfolios for Low Cost Diversification Brad Lamensdorf - Active Alts Rick Lake - Lake Partners |
11:15 AM – 11:55 AM | The Rise of Artificial Intelligence & the Next Wave of Asset Management Chida Khatua – EquBot Robert Levin - Emerging Star Capital |
12:00 PM – 12:40 PM | Lunch Session 1 Efficiently Investing in Precious Metals using ETFs Frank Holmes - U.S. Global Investors |
12:45 PM – 1:25 PM | Lunch Session 2 Liquid Alts within RIAs Portfolios Michael Robbins - Bleakley Financial Group Scott Jones - Litman Gregory |
1:30 PM - 2:00 PM | Break |
2:00 PM – 2:40 PM | Capital Raising in the 1940 Act and ETF space Victor Park - Alternative Assets |
2:45 PM – 3:25 PM | Varied Approaches to Seeking Consistent Returns in Liquid Alts Zach Cooper - Semper Capital Management |
3:30 PM – 4:10 PM | Liquid Alts - Pulling it all Together Keynote Speaker: Thomas Haug - Aspen Tree |
4:10 PM – 6:00 PM | Cocktail Social |
June 21st - 1940 Act Break Out Sessions
Wednesday June 21, 2017 | |
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7:30 AM – 8:30 AM | Registration & Breakfast |
9:45 AM – 10:25 AM | What Do You Say to Consultants to Win the Business? |
10:30 AM – 11:10 AM | Targeted Opportunities in Financial and Global Hedged Equities |
11:15 PM – 11:55 AM | Diversified Exposure to Market Trends using Managed Futures |
12:00 PM – 1:25 PM | Lunch Break |
1:30 PM – 2:10 PM | Income Opportunities for Rising Rates: Senior Loans and Insurance-Linked Securities |
2:15 PM – 2:55 PM | Compliance and Investment Challenges in the ’40 Act Space |
3:00 PM – 3:40 PM | Legal Structuring of a 1940 Act Fund |
3:45 PM – 4:25 PM | Bespoke Solutions for Incorporating Alternative Investments into Single Family Office Portfolios |
4:30 PM – 7:00 PM | Cocktail Social |
June 21st - One-on-One Meetings
Wednessday June 21, 2017 | |
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8:00 AM – 8:30 AM | Registration |
10:00 AM – 10:30 AM | 30 min Meeting |
10:30 AM – 11:00 AM | 30 min Meeting |
11:00 AM – 11:30 AM | 30 min Meeting |
11:30 AM – 12:00 PM | 30 min Meeting |
12:00 PM – 1:25 PM | Lunch Break |
2:00 PM – 2:30 PM | 30 min Meeting |
2:30 PM – 3:00 PM | 30 min Meeting |
3:00 PM – 3:30 PM | 30 min Meeting |
3:30 PM – 4:00 PM | 30 min Meeting |
4:00 PM – 4:30 PM | 30 min Meeting |
4:30 PM – 7:00 PM | Cocktail Social |