Conference Agenda

Monday - July 26, 2010

Tuesday - July 27, 2010
(Times subject to change)

6:30 AM-4:30 PM	Registration
7:30-8:15 AM	Breakfast with Exhibitors
8:15-8:30 AM	Chairperson Welcome Marc Zeitoun, Rydex SGI
8:30-9:45 AM	CIO Investment Outlook Moderator: Evan Simonoff, Financial Advisor magazine Panelists: Chuck Stucke, Guggenheim Investment Advisors John LaPann, Federal Street Advisors, Inc. Mark Green, Oxford Financial Group	Qualifies for 1.5 CFP CE Hours
9:45-10:15 AM	Morning Networking Break with Exhibitors
10:15-11:15 AM	Breakout Session A Opportunities In a Turbulent Real Estate Market Moderator: W. Bradford McMillian, Commonwealth Financial Network Panelists: Richard Arnitz, Gubb & Ellis Secuirites, Inc. Trisha Miller, Carey Financial, LLC Robert Leinbach, Walton USA	Qualifies for 1 CFP CE Hour
10:15-11:15 AM	Breakout Session B The Role of Alternatives In Asset Allocation Moderator: Christopher Holt, CAIA Panelists: Robert Mileff, Fortigent, LLC Cleo Chang, Wilshire Associates Larry Connors, The Connors Group	Qualifies for 1 CFP CE Hour
11:20 AM–12:20 PM	Breakout Session A Using Futures and Options to Control Risk Moderator: James Bittman, The CBOE’s Options Institute Panelists: Philip H. Gocke, Options Industry Council Tony Battista, TD Ameritrade Brian Stutland, The Stutland Volatility Group, LLC	Qualifies for 1 CFP CE Hour
11:20 AM–12:20 PM	Breakout Session B Private Equity/Venture Capital Moderator: Tom Anderson, PENSCO Trust Company Panelists: Jeff Pfeffer, CapX Partners Robert Worthington, Hatteras Funds Jeff Joseph, Prescient Capital Partneres David Mickelson, Mickelson Investments	Qualifies for 1 CFP CE Hour
12:20-1:30 PM	Buffet Lunch in Main Foyer	Lunch sponsored by
12:50-1:30 PM	Keynote Address Tom Ricketts, Incapital LLC
1:30-2:00 PM	Dessert Break with Exhibitors
2:00-3:00 PM	Breakout Session A Managing Risks with Leveraged ETFs Moderator: Tom Lydon, ETF Trends Panelists: Joanne Hill, ProShares Ed McRedmond, Invesco PowerShares Capital Mgmt. Michael Eschmann, Direxion Shares	Qualifies for 1 CFP CE Hour
2:00-3:00 PM	Breakout Session B Managed Futures Moderator: Robert Lindner, Lindner Capital Advisors Inc. Panelists: Ken Steben, Steben & Company Ryan Harder, Rydex SGI Brian Hurst, AQR Capital Management	Qualifies for 1 CFP CE Hour
3:00-4:00 PM	Breakout Session A Global Macro and Emerging Markets Moderator: Charles Krusen, Krusen Capital Management, LLC Panelists: Mark Enman, Man Investments Jack Dzierwa, U.S. Global L. Bryan Carter, Acadian Asset Management	Qualifies for 1 CFP CE Hour
3:00-4:00 PM	Breakout Session B Accessing and Deploying Alternatives Moderator: Michael Reed, Reed Investment Consulting Panelists: Don Wilson, Brightworth Wealth Management Dan Roe, Budros, Ruhlin & Roe, Inc. Stephanie Lang, Homrich Berg Wealth Management	Qualifies for 1 CFP CE Hour
4:00-4:30 PM	Afternoon Networking Break with Exhibitors
4:30-5:30 PM	Breakout Session A Currencies as an Asset Class Moderator: John Labuszewski, CME Group Panelists: Carl Resnick, Rydex SGI Luciano Siracusano, WisdomTree Asset Management Stuart Thomas, NEXT Investments David L. Fingold, Goodman & Company, Investment Counsel	Qualifies for 1 CFP CE Hour
4:30-5:30 PM	Breakout Session B Hedge Fund Research Moderator: Evan Simonoff, Financial Advisor Magazine Panelists: Rick Lake, Lake Partners, Inc. Alan Lenahan, Fund Evaluation Group Michael Mastey, PNC Capital Advisors	Qualifies for 1 CFP CE Hour
5:30-7:15 PM	Cocktail Reception with Exhibitors	Reception sponsored by

Wednesday - July 28, 2010
(Times subject to change)