*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 
7:30 AM– 8:30 AMRegistration & Breakfast
8:30 AM – 8:55 AMOpening Remarks
9:00 AM – 9:40 AM Liquid Alts - Pulling it all Together
9:45 AM – 10:25 AM Converting Hedge Funds to Mutual Funds
10:30 AM – 11:10 AM Liquid Alternatives Due Diligence and Asset Allocation
11:15 AM – 11:55 AMSolutions Based Fund Development
12:00 PM – 12:15 PMPlease be seated for lunch
12:15 PM – 1:15 PMLunch & Presentation:
Current Considerations for Liquid Alternative Investors
1:15 PM – 1:25 PMBreak
1:30 PM – 2:10 PMImplications of Starting, Running and Investing in a 1940 Act Business
2:15 PM – 2:55 PMLiquid Alts within RIA Portfolios
3:00 PM – 3:40 PMCapital Raising for Liquid Alts
3:45 PM – 4:25 PMThe New Imperative for Alternatives in Asset Allocation
4:30 PM – 5:20 PMGenerating Alpha in Liquid Alts
5:30 PM – 7:00 PMCocktail Social

 

June 21st - 1940 Act Break Out Sessions

Wednesday June 21, 2017 
7:30 AM – 8:30 AM Registration & Breakfast
9:45 AM – 10:25 AMWhat Do You Say to Consultants to Win the Business?
10:30 AM – 11:10 AMTargeted Opportunities in Financial and Global Hedged Equities
11:15 PM – 11:55 AMDiversified Exposure to Market Trends using Managed Futures
12:00 PM – 1:25 PMLunch Break
1:30 PM – 2:10 PMIncome 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 PMBespoke Solutions for Incorporating Alternative Investments into Single Family Office Portfolios
5:30 PM – 7:00 PMCocktail Social

 

June 21st - One-on-One Meetings

Wednessday June 21, 2017 
8:00 AM – 8:30 AMRegistration
10:00 AM – 10:30 AM30 min Meeting
10:30 AM – 11:00 AM30 min Meeting
11:00 AM – 11:30 AM30 min Meeting
11:30 AM – 12:00 PM30 min Meeting
12:00 PM – 1:25 PMLunch Break
2:00 PM – 2:30 PM30 min Meeting
2:30 PM – 3:00 PM30 min Meeting
3:00 PM – 3:30 PM30 min Meeting
3:30 PM – 4:00 PM30 min Meeting
4:00 PM – 4:30 PM30 min Meeting
5:30 PM – 7:00 PM Cocktail Social