Session Date: August 22, 2012
Session hours: 7:30 AM–3:15 PM
(Registration/Breakfast 7:30–8:30 AM, program 8:30 AM–3:15 PM)

Approved Continuing Education (CE) Credits*: 6* hours

Conference Location: The W Atlanta—Buckhead
3377 Peachtree Road NE | Atlanta, GA 30326
P 678.500.3100
Website

Click here to view the At-A-Glance schedule.

Program Highlights
Topics and speakers for this intensive day-long session include:

• Has Diversification Failed Us?
  Christopher Geczy, PhD | The Wharton School, University of Pennsylvania
  This presentation takes a deep dive into diversification, portfolio theory, and alternative investments. Examine what defines an alternative investment after two decades of rapid industry growth, the advent of the famous endowment model of portfolio construction, and a major financial crisis. Also review practical considerations for incorporating alternative investments in portfolios; see how seemingly well-diversified portfolios suffered in the recent financial crisis and yet how portfolio theory may not have caused it; and look at methods for distinguishing among alpha, beta, and alternative beta in understanding portfolio risk and return.
  
  Christopher C. Geczy, PhD, is academic director of the Wharton Wealth Management Initiative and adjunct associate professor of finance at The Wharton School. He teaches investment management and co-created Wharton’s first full course on hedge funds and a number of executive education courses. His research includes multi-factor models, wealth management, risk management, asset allocation, the performance of managed funds, and various aspects of equity lending and short-selling. He has published widely in the academic press and appeared in numerous popular media. He’s served on the economic advisory board of NASDAQ, is an editor of the Journal of Alternative Investments, and is on the editorial advisory board of the Journal of Wealth Management. He is a founding board member and chairman of the Mid-Atlantic Hedge Fund Association; he serves on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association (CAIA).He serves on the board of directors of the Alexander Hamilton Friends Foundation. He earned a BA in economics from University of Pennsylvania and a PhD in finance and econometrics from the University of Chicago.
  
• The Tools of Domestic and International Asset Protection
  Elizabeth Morgan, JD | Morgan Adler
  This presentation is designed to help investment professionals understand the fundamentals of fraudulent transfer law, identify the U.S. state-law methods for exempting a client’s assets from the claims of future creditors, understand the vulnerabilities of limited partnership and limited liability companies as asset-protection tools, name the primary differences between U.S. and foreign protective trusts, understand the primary differences in offshore trust jurisdictions and when it is appropriate to “import the law” versus “export the assets,” and identify the primary U.S. tax filings applicable to a foreign trust structure.
  
  Elizabeth Morgan, JD, represents a wide array of clients faced with multi-jurisdictional tax, estate, and business planning issues. She is experienced in the design of complex estate and business plans for U.S., non-U.S., and dual-citizen clients, and in assisting such clients with their pre-immigration and expatriation tax planning. Ms. Morgan frequently advises clients on the resolution of international tax and treaty issues in connection with their estate and business planning, and serves as outside counsel to several high net worth family offices. She has formulated and administered estate and business plans for individuals and entities with ties to many foreign countries and jurisdictions. In addition to her expertise in the design, administration, and tax compliance of both inbound and outbound foreign trust and business structures, she has an extensive background in traditional probate, trust, and estate administration. A frequent author and speaker in the areas of domestic and international estate planning, asset protection, and foreign trust planning and tax compliance, Ms. Morgan has been quoted in various publications, including The Wall Street Journal, Practical Accountant, Investments & Wealth Monitor, and Bloomberg Wealth Manager. Ms. Morgan earned a law degree at the University of Texas Law School and an undergraduate degree at Baylor University.
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Location & Parking
The W Atlanta Buckhead is located in the Buckhead district of Atlanta, approximately 25 minutes from both downtown Atlanta and the Hartsfield International Airport. Valet parking at the hotel is $32 per day.

Attire
Attire for the conference is business casual.

Cancellation Policy
All cancellations for conference registration must be received in writing. For IMCA member registrations, the registration fee less a $50 cancellation fee will be refunded for cancellations postmarked or faxed by August 15, 2012. No refunds will be granted for cancellations received after August 15, 2012, or for nonattendance. Join & Go registrations will not receive a refund since the membership fee of $395 is non-refundable and the event registration is complimentary.

Continuing Education Credits

CIMA^®/CIMC^®/CPWA^® CE Credits—This event has been accepted by IMCA for up to 6* hours of IMCA-sponsored continuing education hours for the CIMA, CIMC, and CPWA designations for attending the entire event from 8:30 AM to 3:15 PM. Individuals are responsible for submitting any necessary paperwork to IMCA.
CFP^® certification—This event has been submitted to CFP Board for review. Information about approved sessions is available on the CFP Board website. Individuals are responsible for submitting any necessary paperwork and/or fees to CFP Board.
NASBA CPE Credits—IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.
Other certifications/designations—IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

*Program subject to change, which may affect the type and total number of hours delivered.