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Innovative Alternative Stratagies logo
 

More Information?

If you're interested in
speaking or sponsorship
opportunities please contact:

David Smith, EVP
(732) 450-8866 ext. 26
dsmith@fa-mag.com

 

Speaker Presentations

Audio Recordings:

Click on the link to listen to the recording

CIO-Investment-part1

CIO-Investment-part2

Next Big Short

Roger Ibbotson

Conference close

 

Presentation Slides:

Click on the link to download the presentation slides

Monday - July 26, 2010 - Pre-conference

9:15-10:00 AM The Nature of Family Offices
10:00-10:30 AM Family Office Services
11:45 AM – 12:30 PM
 Advanced Planning Panel
12:30 – 1:30 PM State Street Global - Guest Speakers: Paul Amaral & Mark Wickersham
2:30 – 3:15 PM Insurance/Risk Panel
3:30 – 4:00 PM A Steady Flow of New Wealthy MFO Clients

 

Tuesday - July 27, 2010

11:20 AM–12:20 PM Breakout Session A
Using Futures and Options
to Control Risk
 Qualifies for 1 CFP
CE Hour
11:20 AM–12:20 PM Breakout Session B
Private Equity/Venture Capital
 Qualifies for 1 CFP
CE Hour
2:00-3:00 PM Breakout Session A
Managing Risks with Leveraged ETFs		 Qualifies for 1 CFP
CE Hour
2:00-3:00 PM Breakout Session B
Managed Futures		 Qualifies for 1 CFP
CE Hour
3:00-4:00 PM Breakout Session A
Global Macro and Emerging Markets		 Qualifies for 1 CFP
CE Hour
3:00-4:00 PM Breakout Session B
Accessing and Deploying Alternatives		 Qualifies for 1 CFP
CE Hour
4:30-5:30 PM Breakout Session B
Hedge Fund Research		 Qualifies for 1 CFP
CE Hour


Wednesday - July 28, 2010

10:30 AM–11:30 AM Breakout Session A
Understanding Alternative Investment Structures—and Implementing Them In Unexpected Places		 Qualifies for 1 CFP
CE Hour
10:30 AM–11:30 AM Breakout Session B
Advisors Explain Their Own Alternative Strategies
 Qualifies for 1 CFP
CE Hour
11:30 AM–12:30 PM Breakout Session A
Using Commodities in Clients' Portfolios		 Qualifies for 1 CFP
CE Hour
11:30 AM–12:30 PM Breakout Session B
New $11 Trillion Asset Class: Residential Mortgage Debt		 Qualifies for 1 CFP
CE Hour
2:00-3:00 PM Breakout Session A
Structured Notes		 Qualifies for 1 CFP
CE Hour
2:00-3:00 PM Breakout Session B
Life Settlements - Insurance as an Asset Class		 Qualifies for 1 CFP
CE Hour