Agenda
Day One
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8:15
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Check in, Registration,
Continental Breakfast
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8:55
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Welcome and Opening
Remarks
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9:00
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Keynote Address: The Next
Set of Challenges for Global Investors
Abby Joseph Cohen, Senior Investment Strategist,
Goldman Sachs; President, Global Markets Institute
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9:45
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Next Generation of Asset
Allocation Strategies
Lowell Yura, Executive Director, Asset Allocation
& Currency, UBS Global Asset Management
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10:15
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Networking Coffee
Break
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10:30
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CleanTech
Investing—The Time Has Come
Moderator: Michael Molnar,
Partner, Greentech Capital Advisors
Charles Gassenheimer, Chairman and CEO, Ener1
Ted Sullivan, Senior Solar Analyst, Lux Research
Tucker Twitmyer, Managing Director, Enertech Capital
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11:30
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Keynote Address: Market
Consequences of Current Economic Conditions
Robert Doll, Vice Chairman, Chief Investment
Officer, Black Rock
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12:15
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Networking
Lunch
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1:30
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Alternative Investments:
Key Hedge Fund Strategies Going Forward
Ken Heinz, CEO, Hedge Fund Research
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2:15
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Alternative Investments:
The Real Estate Revival?
Moderator: Brad Case, PhD, Vice President,
Research & Industry Information, National Association of Real Estate
Investment Trusts®
Steven Brown, Senior Portfolio Manager–Real Estate, American
Century Investment Management
Dave Esrig, CFA, Managing Director, JP Morgan Asset
Management–Global Real Assets
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3:00
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Networking Coffee
Break
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3:15
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Private Equity &
Non-Traditional Alternative Investments
Moderator: Laura Stuart, Samson I LLC
Todd Dagres, Founder & General Partner, Spark Capital
Garrett Moran, The Blackstone Group
Bret Pearlman, Managing Director & Co-Founder, Elevation
Partners
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4:15
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Interactive Case
Study—Managing Search & Selection: How Savvy Investors Are
Changing
Richard Berner, Esq., CFA, Private
Investor
Charlotte B. Beyer, Founder & CEO,
Institute for Private Investors
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5:00
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Adjournment
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Day Two
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8:15
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Check In and Networking
Breakfast
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8:55
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Introduction to Day
Two
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9:00
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Keynote Address: Formula
Investing: An Update
Joel Greenblatt, Author, The
Little Book That Beats the Market; Founder and Managing Partner,
Gotham Capital
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9:45
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Credit Risk, Fixed Income,
High Yield & Investor Expectations
Marty Fridson, CFA, CEO, Fridson
Investment Advisors
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10:30
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Networking Coffee
Break
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10:45
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Emerging Markets of Today
and Tomorrow
George Iwanicki, Managing Director, Emerging
Markets Equity, J.P. Morgan Asset Management
Alec Young, International Equity Strategist, Standard &
Poor's
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11:30
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Keeping Pace With Current
Tax Changes
Bill Zatorski, Director,
PriceWaterhouse Coopers
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12:00
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Best Practices In
Investor-Advisor Relationships
Dawn Bennett, CEO, Bennett
Financial Group
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12:45
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Adjournment
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