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Present
The editors of Financial Advisor and Private Wealth
magazines will bring together key industry experts and prominent
advisors to share their insights and strategies on this crucial topic.
This event has been created to enhance the ability of the advisory
community to assist clients who are planning for retirement or need help
meeting their individual retirement needs. The symposium will provide
advisors with a forum to hear and share ideas on the new realities of
retirement, issues they face with clients and the latest strategies
offering top-level solutions to address client goals. This conference
promises to make advisors feel energized with new ideas and enthusiasm
to build their practices.
Presents
Directed by
Russ Alan Prince
The appeal of the family office model is growing worldwide and exponentially.
The wealthy (defined as having a net worth of $20 million or more, and controlling more than $100 trillion) are increasingly gravitating to the family office model. For the most part, these exceptionally wealthy families are looking for more from their financial advisors than ever before. Not only are they desirous of high-quality financial services and products, they are also interested in a wide range of value-added services.
Present
Keynote Speakers
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Jeffrey E. Gundlach
CEO and CIO, Co-Founder
DoubleLine Capital LP |
George F. Will
Pulitzer Prize-Winning
Columnist, Journalist & Author
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Mark W. Yusko
CEO & Chief Investment Officer, Morgan Creek Capital Management
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The Innovative Alternative Strategies Conference will look beyond
traditional alternative investments and strategies and into the “new
breed” of alternatives, how they are perceived by the investing public,
and how they are being utilized by successful advisors.
This event will bring together readers from Financial Advisor and Private Wealth
magazines, including financial advisors, RIAs, independent and
wirehouse reps, private bankers, wealth advisors, trust officers and
family office executives to learn about and discuss various categories
of alternative investments, including: REITs, Hedge Funds, Specialty
ETFs and Mutual Funds, Private Equity, Managed Futures, Options,
Commodities, Derivatives and Structured Products, Life Settlements and
Premium Finance.
To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth
will be joined by chief investment and compliance officers, respected
wealth advisors and prominent authorities from throughout the
alternative investment community.
Keynote Speakers
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James Grant
Financial journalist and historian and
founder and
editor of Grant’s Interest Rate Observer,
a twice-monthly journal of the investment markets. |
Dr. Ed Yardeni
Dr. Ed Yardeni is the President of
Yardeni Research, Inc., a provider of independent
global investment strategy research. |
Emulating the conference structure employed by global investment banking firms, this conference will attract over 150 leading fiduciaries, for 2 days of presentations focused on the investment capabilities and insights of up to 24 investment management firms and their selected sub-advisors. The goal of the Summit is to streamline the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and empower decision makers.
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