Tuesday, April 24

Extended Workshops
4:20–6 PM                           
(These workshops will not be repeated)

Extended Workshop #1: Productivity on the Go
Kip Gregory, The Gregory Group
Advanced Business Strategies
Session description forthcoming

Extended Workshop #2: Individualizing Institutional Portfolios for High-Net-Worth Investors
Scott D. Welch, MBA, CIMA^®, Fortigent

This session will discuss how to build an “endowment-ish” portfolio for taxable high-net-worth clients and will include the following topics: passive vs. active, the use of alternative investments, how the unified managed account is changing the game, and the role of tactical investing. In addition, Mr. Welch will examine what the growth of liquid alternatives means and how to adopt a core/satellite approach to alternative investing.

Extended Workshop #3: Can We Talk?: Having a Meaningful Conversation with Your Clients and Their Families About Private Wealth Planning
Edward J. Beckwith, JD, Baker Hostetler
Asking questions is easy. But asking the right questions, in the right way, and at the right time can be hard. This session will focus on the best ways to gather information from and impart information to your clients, their families, and their other advisors.

Extended Workshop #4: Washington Update for the Retirement Plan Professional
Brian Graff, American Society of Pension Professionals and Actuaries
How will developments in the nation’s capital influence the design and administration of retirement and other benefit plans? What will be the impact of tax reform? What additional developments or initiatives should you expect from Internal Revenue Service employee plans? Join us as we address issues of great concern to retirement plan professionals.

Extended Workshop #5: From Occupy to Impact: Responding to Anti-Corporate Clients
Matthew W. Patsky, CFA^®, Trillium Asset Management
The ongoing Occupy Wall Street movement has resonated with a much broader set of investors who now are looking at their holdings. These investors have growing concerns about excessive executive compensation and corporate misbehavior. Many investors who went “green” as an alternative have been disappointed by recent returns from clean sector funds and exchange-traded funds. So what is a consultant to do? This session provides a summary of the issues that are being raised by high-net-worth and endowment and foundation clients and provides a road map for