Monday, February 4

11:10 AM to 12:00 PM
Workshop #1
Gary Belsky

Gary Belsky will explore the ways in which advisors can encourage clients to make decisions that will help them achieve their...

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11:10 AM to 12:00 PM
Workshop #2: The Start of a New Cycle in Real Estate?
Ian R. Goltra
Forward

Commercial real estate markets appear to be entering an extended cycle of recovery. This recovery is expected to play out...

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1:00 PM to 1:50 PM
Workshop #3: The Evolution of Wealth Management
Alexander D. Williams,

MBA
UBS Financial Services

In this session, Alexander Williams will explore changes to wealth management practices over the past several years. The...

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1:00 PM to 1:50 PM
Workshop #4: Investing in Gold - An Opportunity to Achieve Absolute Returns within a Long-Term Bull Market
Douglas Groh
Tocqueville Asset Management, L.P.

Gold exposure offers investors an alternative to monetary policy, which is collectively debasing fiat currencies. However,...

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2:00 PM to 2:50 PM
Workshop #5: The Impact of Recent Monetary Policy Actions on Global Asset Classes
Stephen J. Cucchiaro,

MBA
Windhaven Investment Management

The world’s central banks have instituted unprecedented monetary policy actions in response to the 2008 global financial...

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2:00 PM to 2:50 PM
Workshop #6: Trends in Institutional Asset Allocation - What Advisors Can Learn from Institutions
Ben Rotenberg,

CFA®
Cliffwater LLC

Public pensions are today grappling with how to achieve actuarial returns in a low growth, low interest rate world....

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