Tuesday, April 30

9:30 AM to 10:30 AM
Steve Moore
Moore Solutions

This session will focus on how advisors can deliver what clients actually want. The process starts with helping clients...

9:30 AM to 10:30 AM
C. Thomas Howard,

PhD

AthenaInvest Advisors LLC

Stocks trade in a behavioral market where the emotional crowd plays a dominant role, allowing data-driven investors to earn...

9:30 AM to 10:30 AM

Around the world, families of significant wealth share something: Only 10 percent of them succeed in sustaining family wealth...

9:30 AM to 10:30 AM

Of 310 publicly traded US real estate-related companies, only 45 percent are REITs.  By expanding the traditional view of the...

9:30 AM to 10:30 AM

How many of your plans are actually profitable? As a business leader, maintaining a profitable practice is critical to your...

9:30 AM to 10:30 AM
Michael Underhill
Capital Innovations, LLC

Growth in emerging markets is producing what some investors view as secular, long-term, global demand for real assets....

2:30 PM to 3:30 PM

Speaker: Sophie Louvel Schmitt, MBA,  Aite Group

Aite research group and IMCA present groundbreaking...

2:30 PM to 3:30 PM

Recently, investors have been moving assets from a capitalization-weighted core equity portfolio to an alternative core, where...

2:30 PM to 3:30 PM

You know how to handle money. But what do you say to a client experiencing death, divorce, or other painful transitions? If...

2:30 PM to 3:30 PM

This presentation will emphasize the efficacy of using a risk-parity portfolio design to attain core market exposure across...

2:30 PM to 3:30 PM
Henry Kao
PIMCO
John G. Budd
MassMutual Retirement Services
Trent Sanden,

CIMA®

UBS Institutional Consulting

Moderator: Chris Bidwell, CIMC®, CIMA®, CRPS®
Panelists:...

2:30 PM to 3:30 PM

Join an in-depth discussion with three top tier practitioners as they discuss how they have developed a scale able process for...