| Monday, October 6, 2014 | |||
 6:30 pm - 8:00pm | Welcome Reception sponsored by OppenheimerFunds New York Academy of Sciences For registered delegates only. RSVP required. | ||
| Tuesday, October 7, 2014 | |||
| 8:15 am - 9:00 am | Breakfast and 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 Economic Landscape: An Overview of the Trends Investors and their financial advisors rely on accurate and timely information on the global economy in order to make informed decisions that generate returns with minimal risks. This esteemed panel of economic experts will survey the global economy, highlighting areas of opportunities and challenge. Krishna Memani, Chief Investment Officer, OppenheimerFunds Rebecca Patterson, Managing Director and Chief Investment Officer, Bessemer Trust Matthew Stroud, Head of Delegated Portfolio Management - Americas, Towers Watson Investment Services Chaired by: Stephen Foley, US Investment Correspondent, Financial Times | ||
| 10:00 am - 10:30 am | Keynote Interview Frank Ahimaz, Chief Investment Officer, The Museum of Modern Art
| ||
| 10:30 am - 11:25 am | Panel Discussion: Risk Management Strategies that Adapt to Global Change Sudden natural and political events can change global dynamics in ways that wreak havoc on a portfolio. Given the interconnectedness of global markets, investors find that they are impacted by events even when not directly invested in the market experiencing upheaval. How can the portfolio be protected against risks that are unforeseeable? What is the best way to incorporate agility and responsiveness? Alanson Houghton, Managing Director – Head of New York Office, Pitcairn
Raynald Leveque, Director of Risk, New York State Common Retirement Fund
Mary L Pierson, Portfolio Manager and Co-Founder, Fairpointe Capital Moderated by: Joan Warner, Managing Editor, Financial Advisor IQ
| ||
| 11:25 am - 11:55 am | Networking Break | ||
| 11:55 am - 12:55 pm | Roundtable Discussions 1) The Long and the Short of Liquid Alternatives with Bernard Abdo, Head of Alternatives and Fund Solutions, Deutsche Asset & Wealth Management and Simon Mendelson, Head of Product Management & Development, Deutsche Asset & Wealth Management 2) How Firms Can Elevate Their Growth and Become A High Performing Advisor
3) Considerations for Emerging & Frontier Markets Investors
4) The Next Generation of Alternatives
with William Rhind, Managing Director - Institutional Investment, World Gold Council | ||
| 12:55 pm - 1:55 pm | Lunch | ||
| 1:55 pm - 2:50 pm | Panel Discussion: Smart Beta Strategies A new class of rules-based equity index products has emerged known as strategy indexes, or smart betas. These strategies seek to answer the question of active versus passive strategies, offering aspects of both. The goal is to provide the broad market exposure, diversification, liquidity, transparency, and low cost access to markets of traditional capitalization-weighted indices while offering superior performance relative to traditional indices. This panel will examine these strategies and discuss their uses. Syed Haque, Portfolio Manager - Global Equities, UPS Group Trust Dodd Kittsley, Head of ETF Strategy, Deutsche Asset & Wealth Management
Robert Whitelaw, Edward C. Johnson 3d Professor of Entrepreneurial Finance and Chair of the Finance Department Leonard N. Stern School of Business, New York University
Moderated by: Billy Nauman, Managing Editor, FundFire
| ||
| 2:50 pm - 3:20 pm | Networking Break | ||
| 3:20 pm - 4:15 pm | Panel Discussion: Creating a Tax Efficient Portfolio Taxes can have a profound impact on an investor's financial health. This is a subject that never grows old, but concern has increased in recent years due to the need to balance budget deficits as both the federal and state levels. How do you prevent taxes from wiping away the gains generated from the investment portfolio? What portfolio mix provides the most tax efficient returns? How do global investments impact the tax scenario for investors? Matthew Allain, Chief Executive Officer, The Leo Group Stephen Horan, Managing Director and Co-Lead, Education, CFA Institute
Stuart Lucas, Chairman, Wealth Strategist Partners
Moderated by: Joan Warner, Managing Editor, Financial Advisor IQ | ||
| 4:15 pm - 5:10 pm | Panel Discussion: The Role of Fixed Income Products The past year has seen a return to equities in a big way. While equities provide growth opportunities, fixed income products provide capital stability, income, liquidity and diversification to growth-oriented asset classes. As growth opportunities re-emerge in the global economy, what place should fixed income products hold in the portfolio? What is the optimal balance to ensure diversification and stability without missing out on growth opportunities? Spencer Edge, Principal, Tiedemann Wealth Management
Ralph Lipford, Managing Director, Botty Investors Ashish Shah, Partner and Head of Global Credit, AllianceBernstein Moderated by: Hannah Glover, Managing Editor, Ignites
| ||
| 5:10 pm - 5:50 pm | Keynote Presentation Dr. A. Gary Shilling, President, A. Gary Shilling & Co., Inc., economic consultant, and publisher of
INSIGHT
| ||
| 5:50 pm - 6:00 pm | Closing Remarks | ||
| 6:00 pm | Cocktail Reception on the NYSE Trading Floor | ||
