Monday, April 23

Concurrent Super Sessions, Round 1
9:30–10:45 AM
2:30–3:45 PM

Super Session #1: Creating the Exceptional Client Experience
C. Richard Weylman, CSP, CPAW, The Weylman Center for Excellent in Practice Management

Exceptional client service and a superior client experience are central to effective wealth management. This session will focus on meeting and exceeding client expectations during the wealth management process. The focus will be on the following: highly effective client communications, understanding the client’s needs, and tailoring your wealth management team's approach to creating an exceptional client experience.

Super Session #2: What do We Want from Hedge Funds?
Tobias Moskowitz, PhD, University of Chicago Booth School of Business

This session will discuss the pros and cons of hedge funds versus other investment vehicles and ask the question: “What should investors expect from hedge funds?” We will start with a discussion of structure, comparing limited partnerships, mutual funds, and exchange-traded funds―both the pros and cons of each structure. We then will explore the landscape of alternative products, such as hedge fund replication, hedge fund beta, and fund-of-funds. The goal of the session is to inform investors how to identify the components of the alternative universe that are most useful to them, and then how to isolate and locate products that will deliver those features. In the process, we will discuss the concepts of alpha and beta, and how they apply generally and specifically to the alternative space. We will discuss common pitfalls and mistakes that investors make by misapplying and misunderstanding these concepts.

Super Session #3: Retirement DrawDown^SM for 2012 and Beyond
Robert Keebler, CPA, MST, AEP, Keebler and Associates

Although the primary financial planning focus for individuals always has been on reaching a specific wealth accumulation goal by retirement, managing assets after retirement to maximize longevity may be more important. Developing a tax-efficient distribution strategy that optimizes the order of distributing various retirement assets substantially can increase the longevity and/or the sustainable withdrawal rate from the retirement portfolio. This planning is particularly important for retirees whose portfolios have been depleted by poor market performance in the past several years.

Concurrent Super Sessions, Round 2
11:15 AM–12:30 PM 
4-5:15 PM

Super Session #4: Six Economic Themes for the Decade Ahead
W. Michael Cox, PhD, O’Neil Center for Global Markets and Freedom, Southern Methodist University Cox School of Business

The U.S. economy had six main drivers over the past quarter century: technology, globalization, credit, consumerism, inflation, and government. How will these drivers compare going forward and what are the implications for growth and investment? Make no mistake—2010–2020 is a very different decade. Preparation for the road ahead is only possible if you know where the economy is going, which this session will focus squarely upon. Investment opportunities exist in any economy and this one is no exception—if you know what to expect. This talk provides the closest, clearest look into an economic crystal ball that you’ll ever get.

Super Session #5: Sex, Lies, and Stereotype
Janet Acheatel , CFP^®, Wealth By Design for Women
Eleanor Blayney, Direction$ LLC
Kathleen Burns Kingsbury, LMHC, CPCC, KBK Wealth Connection

Women are a growing economic force in the 21st century, taking on a much greater role in household financial decisions than ever before. But the male-dominated financial services sector has been criticized for not "getting" women―failing to understand their uniqueneeds, and being patronizing or intimidating in the process. This session will look at what we know (or think we know) about women that should impact both the content and delivery of our financial advice to women, if we trulywant to become their trusted advisors.

Super Session #6: Identifying and Adapting to Regulatory Change
Andrew J. Donohue, JD, Morgan, Lewis & Bockius LLP, Steven W. Stone, JD, Morgan, Lewis & Bockius LLP
Moderated by Anthony Davidow, CIMA^®

The rapid pace of regulatory change in the investment management area will continue throughout 2012 and significantly impact the business models for those providing investment management services to retail clientele. This panel will discuss current regulatory initiatives of the Securities and Exchange Commission (SEC) (and other regulators), including proposed rulemaking establishing a “fiduciary” standard of care for broker–dealers, proposals to establish a self-regulatory organization with oversight responsibilities for investment advisors, and SEC enforcement trends and current areas of focus. The session also will focus on the top-10 areas for regulatory and business risk. The panelists will offer their views on how these regulatory forces and developments may drive the continuing evolution of the investment management business.