Thursday, October 31, 2013 Printable agenda
8:15 am - 9:00 am	Breakfast & Registration
9:00 am - 9:05 am	Opening Remarks Stephen Foley, US Investment Correspondent, Financial Times
9:05 am - 10:00 am	Panel Discussion: The Global Economy: Adjusting to the New ‘Normal’ Since 2008, the phenomenon of risk on – risk off has dominated the scene, with all assets irrationally moving in tandem with one another. Of course, who could have blamed investors, given the stagnation of the US economy and the threat of a eurozone break-up? Five years on, we ask ourselves if the worst is behind us and what the external factors are that investors should keep at the forefront of their mind. Dan Farley, Chief Investment Officer, State Street Global Advisors Peter Henry, Dean, Stern School of Business Administration, New York University Robert Johnson, Director of Economic Analysis, Morningstar Chaired by: Stephen Foley, US Investment Correspondent, Financial Times CFP(R) Accredited Session IMCA Accredited  Session for CIMA®, CIMC® and CPWA® certifications
10:00 am - 10:30 am	Keynote Interview Paul Ghaffari, Chief Investment Officer, Vulcan Capital Interviewed by: Stephen Foley, US Investment Correspondent, Financial Times
10:30 am - 11:25 am	Panel Discussion: Opportunistic Investing in the New Paradigm As investors adjust to the new global economy, some investors are now ready to move from a defensive to a more opportunistic approach to investing. For those investors in position to take advantage of high risk/high return strategies, which strategies offer the most promising rate of return in the current global economic landscape? The answer to this question has changed dramatically as markets that were strong a few years ago have been replaced and new markets emerge. Short-term dislocations and asymmetric investments are found in new asset-classes and geographies, requiring up-to-the-minute knowledge and specific expertise. Lewis Altfest, CEO, Chief Investment Officer and Principal Advisor, Altfest Personal Wealth Management Arthur Salzer, CEO and Chief Investment Officer, Northland Wealth Management Andrew Hoffmann, Senior Vice President, PIMCO Moderator:  Owen Walker, Managing Editor, Ignites CFP(R) Accredited Session IMCA Accredited  Session for CIMA®, CIMC® and CPWA® certifications
11:25 am - 11:55 am	Networking Break
11:55 am - 12:55 pm	Roundtable Discussions 1. Emerging Market Perspectives with Clarke Moody  Presented by Harding Loevner  2. Active vs. Passive with Kevin Grieve and Christopher Bertinelli Presented by Brandes Investment Partners 3. Reaching the Next Generation of Investors with Jylanne Dunne Presented by Fidelity Investments 4. Smart Beta: Innovations in the World of Indexing with Luciano Siracusano Presented by WisdomTree Asset Management 5. Renewed Opportunities in Developed Markets Outside the U.S. with Jason White Presented by T. Rowe Price 6. Pursuing a Higher Standard: Manager Selection and Oversight with Robert Fanelli and Leo Zerilli Presented by John Hancock Investments
12:55 pm - 1:55 pm	Lunch Brief Address by Jylanne Dunne, Fidelity Investments
1:55 pm - 2:50 pm	Panel Discussion: Equities - Is it Safe to be Rationally Exuberant? After being shunned by investors in favor of bonds, equities markets have come roaring back this year. Fundamentals would indicate that they are the better asset class – or are they? Will we see the great rotation from bonds to stocks or is this resurgence short-lived? Did the rallies of the nineties and the run up to 2008 spoil our expectations? More importantly, should investors feel confident enough to rekindle their relationship with this asset class? Gerard Klingman, Founder and President, Klingman and Associates Robert Pavlik, Chief Investment Strategist, Banyan Partners, LLC Luciano Siracusano, Chief Investment Strategist & Head of Sales, WisdomTree Asset Management Moderator:  Jackie Noblett, Reporter, Ignites CFP(R) Accredited Session IMCA Accredited  Session for CIMA®, CIMC® and CPWA® certifications
2:50 pm - 3:20 pm	Networking Break
3:20 pm - 4:15 pm	Panel Discussion: Risk Management Strategies for the New Global Economy Events of the last few years - upheaval in the Middle East, the European debt crisis, and political impasses in the US government - to name a few - have taught the need to plan for the unexpected and underscore how connected global markets are. Investors have had to be more mindful of risk management when structuring their portfolios, and learn new strategies for achieving their objectives. What are the risks that investors should be aware of, and what are the tools for mitigating them? What are the methods for safeguarding capital while achieving alpha? How can investors be prepared for black swan events? Brian Hunter, Managing Director, Strategic Capital Allocation Group John Apruzzese, Partner, Chief Investment Manager, Evercore Wealth Management Daniel Loewy, Co-Chief Investment Officer, Research Director of Dynamic Asset Allocation, AllianceBernstein   Moderator:  Stephen Foley, US Investment Correspondent, Financial Times CFP(R) Accredited Session IMCA Accredited  Session for CIMA®, CIMC® and CPWA® certifications
4:15 pm - 5:10 pm	Panel Discussion: How are Emerging Markets Influencing Investment Decisions? Over the last five years, a number of emerging economies have cemented a dominant position in the global market. There are obvious ways to gain exposure to their growth, but how should investors treat them when developing an asset allocation strategy? What impact will these economies have on the investments in domestic and multinational companies? How do they factor in when deciding which industries or sectors to invest in? Milton Ezrati, Partner, Senior Economist and Market Strategist, Lord Abbett & Co John O'Hara, Senior Advisor and Managing Director, Rockefeller & Co Mark Peters, Global Head of Wealth Management, Jefferies Moderator:  Tom Stabile, Associate Editor and Senior Reporter for FundFire CFP(R) Accredited Session IMCA Accredited  Session for CIMA®, CIMC® and CPWA® certifications
5:10 pm - 5:50 pm	Keynote Presentation: Risk, Corporate Profits and Returns in the Post-Crisis Economy Bruce Greenwald, Professor of Finance and Asset Management, Columbia University School of Business
5:50 pm - 6:00 pm	Closing Remarks Stephen Foley, US Investment Correspondent, Financial Times
6:00 pm	Cocktail reception on the NYSE Trading Floor