Session Date: February 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: 6.0* hours

Conference Location: The Hilton Minneapolis
1001 Marquette Avenue South,
Minneapolis, MN 55403
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.
  
  
• Comprehensive Planning for the Private Client
  James M. Duggan, JD, MBA | Duggan Bertsch, LLC
  This presentation will explore various planning objectives of the private client and alternatives to meet them. To adequately represent the private client, a multidisciplinary team is needed to engage in true comprehensive planning, address available planning solutions to protect assets, minimize estate and gift tax, provide rearing and proper succession planning for successive generations, achieve philanthropic goals, and minimize income taxes. The presentation will provide a survey of the techniques available today and how best to integrate them.

  James M. Duggan, JD, MBA, is a founding principal of Duggan Bertsch, LLC, a Chicago-based business, tax, estate, and wealth planning firm, where he focuses on business and corporate law, and estate and wealth planning for closely held business interests and high-net-worth families. His areas of expertise include structure and implementation of family offices, tax planning, asset-protection strategy, and multidisciplinary planning. He lectures and writes frequently and serves as a director on numerous for-profit and not-for-profit organizations. He earned a BS magna cum laude from the University of Illinois Urbana-Champaign, an MBA in finance summa cum laude from DePaul University, and a JD from DePaul, where he was awarded positions on the DePaul Law Review and DePaul Business Law Journal. 

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Location & Parking
The Hilton Minneapolis is conveniently located in downtown Minneapolis and is accessible by enclosed skyway to many of downtown’s main attractions. Self-parking at 11th Street & 2nd Avenue is $13 a day and Valet Parking at the hotel is $23 a day.

Sleeping Rooms
IMCA has blocked a small number of sleeping rooms at the discounted rate of $139 per night plus applicable taxes. Click here to visit the hotel website to make a reservation. The room block closes on January 20, 2012.

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 February 15, 2012. No refunds will be granted for cancellations received after February 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.