Thursday, March 27, 2014
*Please continue to check back for new speaker confirmations
*Please continue to check back for new speaker confirmations
| 1:15 pm | Registration |
| 1:45 pm | Welcome Remarks Jeremy Whitley, Head of UK and European Equities, Aberdeen Asset Management Joan Warner, Managing Editor, Financial Advisor IQ |
| 2:00 pm | Panel: Searching the Globe for New Investment Opportunities The global economic landscape has changed considerably in the past year, with once thriving BRIC countries in stagnation while parts of Africa and China are experiencing exceptional growth. As investors explore new opportunities, it is reasonable to wonder if the rewards are worth the risks. This panel of investment experts will examine: - The areas of strongest growth in Europe, Asia and the Emerging Markets - Best asset classes for entering new markets - Risk factors to consider and risk management strategies Clay Drury, Chief Investment Officer, The Jordan Family Office Scott Hegerty, Assistant Professor of Economics, Northeastern Illinois University Jeremy Whitley, Head of UK and European Equities, Aberdeen Asset Management Moderated by: Joan Warner, Managing Editor, Financial Advisor IQ |
| 3:00 pm | Networking Break |
| 3:15 pm | Keynote Interview: The Global Economy – Trends and Forecasts Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, Merrill Lynch Wealth Management Interviewed by: Joan Walker, Managing Editor, Financial Advisor IQ |
| 4:00 pm | Panel: Can the US Recovery Translate into Sustained Investment Outperformance?
The US is expected to have a 2.8% growth rate in 2014, while the expected growth rate for the EU is 1%. But economic growth does not always translate into positive returns. In this panel, expert investors will discuss: - The drivers of economic growth and forecasts for 2014 - Investment opportunities in unexpected places - Survey of asset classes and risk management considerations Marta Norton, Investment Manager, Morningstar John Swift, Chief Investment Officer and Partner, Gentry Private Wealth Management Keith Bachman, Head of US High Yield, Aberdeen Asset Management Moderated by: Joan Warner, Managing Editor, Financial Advisor IQ |
| 5:00 pm | Concluding Remarks Joan Warner, Managing Editor, Financial Advisor IQ |
| 5:05 pm | Networking Cocktail Reception |
