*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 | |
|---|---|
| 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 | |
|---|---|
| 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 | |
|---|---|
| 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 |