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CNBC Interviews Live from Active-Passive Investor Summit |
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This roundtable discussion, which is strictly limited to registered investment advisors, will enable participants to freely discuss issues at the top of their agenda in a confidential peer-to-peer open discussion forum where all are encouraged to participate. For more information contact Joe Fontana at 212.224.3510 or jfontana@imn.org
Jacqualine Rubbo, Vice President & Producer, INFORMATION MANAGEMENT NETWORK
Wendy L. Coleman CAIA, CFA, FRM, Senior Advisor, CAIA ASSOCIATION [ BIO ] [ 
Presentation ]
- Practical Application: Building a customized and diversified portfolio - Utilizing indexes and ETFs to implement an investment strategy consistent with your goals - Monitoring coverage and keeping alert to new trends, volume shifts - Hedging strategies to protect against decline: Short positions vs. inverse products Moderator: Elliot Herman, Partner, PRW WEALTH MANAGEMENT LLC [ BIO ] Panelists: Greg Peterson Ph.D., MBA, CFA, Managing Director, BALLENTINE PARTNERS, LLC [ BIO ] Raj Sharma, Private Wealth Advisor, Managing Director Wealth Management, MERRILL LYNCH [ BIO ] J. Christopher Boyd CFP®, CASL®, Chief Investment Officer & Managing Member, ASSET MANAGEMENT RESOURCES, LLC [ BIO ] Richard Saperstein, Senior Portfolio Manager, TREASURY PARTNERS [ BIO ]
- Looking at the evolution of benchmarks - Differentiating between a benchmark and a product index - Analyzing and choosing between the different indexes and different ETFs Moderator: Joseph F. Keenan, Managing Director, BNY MELLON ASSET SERVICING [ BIO ] Panelists: Mark Abssy, Senior Index & ETF Manager, INTERNATIONAL SECURITIES EXCHANGE [ BIO ] Greg Friedman, Managing Director and COO of Russell Global ETFs, RUSSELL INVESTMENTS [ BIO ] Todd Rosenbluth, Senior Director, S&P CAPITAL IQ [ BIO ] Deborah Fuhr, Partner & Co-founder, ETFGI [ BIO ]
- Why 60/40 is suboptimal - Redefining risk for institutional investors and plan sponsors - New tools and strategies for navigating volatile environments Moderator: Wendy L. Coleman CAIA, CFA, FRM, Senior Advisor, CAIA ASSOCIATION [ BIO ] Panelists: Erik Knutzen CFA, CAIA, Chief Investment Officer, NEPC, LLC [ BIO ] [
Presentation ]
Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ] [
Presentation ]
Jeffrey Knight CFA, Head of Global Asset Allocation, Portfolio Manager, PUTNAM INVESTMENTS [ BIO ] [
Presentation ]
Paul Joss, FSA, CFA, Investment Strategist, HARTFORD INVESTMENT MANAGEMENT COMPANY [ BIO ] [
Presentation ]
- Alternative ways of constructing global portfolios - How will sovereign debt crisis affect your portfolio? Which regions/countries and which assets classes? - Which offer attractive investments in 2012? Moderator: Joseph G. Witthohn CFA, VP of Product Development and ETF Strategies, EMERALD ASSET MANAGEMENT [ BIO ] Panelists: Robert Carey CFA, Chief Investment Officer, FIRST TRUST ADVISORS [ BIO ] David M. Gatti, Chief Executive Officer, Chief Investment Officer, Partner, RISK PARADIGM GROUP ASSET MANAGEMENT [ BIO ] Timothy J. Seymour, Partner, TRIOGEM ASSET MANAGEMENT [ BIO ] Mark Sladkus, Founder and President, RED LIGHTHOUSE INVESTMENT MANAGEMENT [ BIO ]
- Common misconceptions - Best practices when sourcing liquidity - How to incorporate ETFs into your portfolio Moderator: Vinny Catalano CFA, President & Global Investment Strategist, BLUE MARBLE RESEARCH [ BIO ] Panelists: Reginald M. Browne, Managing Director & Global Co-Head, Listed Derivatives Group , KNIGHT CAPITAL GROUP [ BIO ] Paris Smith, Principal/Senior Trader, WOLVERINE TRADING, LLC [ BIO ] Steven Williams, Chief Derivatives & ETP Strategist, ROSENBLATT SECURITIES INC. [ BIO ]
One of the foundations of a successful portfolio is a suitable strategy – from front of the house investments to back of the house information management. This track will explore various investment strategies to ensure success in meeting your financial goals. Discussion will include how to efficiently and effectively allocate assets in order to achieve strategic investment objectives and the importance of data completeness and accuracy.
- Lower your risks without lowering your returns - Changing allocations for the long term, not in response to a market sell-off - Protecting yourself for short term market fluctuations Moderator: James Picerno, Editor, CAPITALSPECTATOR.COM [ BIO ] Panelists: Jerry A. Miccolis CFA, CFP, FCAS, MAAA, Principal, Chief Investment Officer and Senior Financial Advisor Co-author: Asset Allocation For Dummies®, BRINTON EATON WEALTH ADVISORS [ BIO ] [
Presentation ]
Mitchell D. Eichen J.D., LL.M., Founder and Chief Executive Officer, THE MDE GROUP, INC. [ BIO ] [
Presentation ]
Richard F. Tomney, Managing Director, Head of Wealth/RIA Markets, F-SQUARED INVESTMENTS
- What advisors and fiduciaries need to know to protect themselves so they are compliant with the new DOL rules that require fee transparency - How is 401k business priced? - How do ETFs and Mutual Funds co-exist in the same lineup on a platform. What benefits exist for the plan sponsor to add ETFs? - What are the catalysts and trends for leading plan sponsors to make changes to the 401k platform? - What plan sponsors, trustees and their advisors need to know about choosing TPAs, custodians and record keepers when ETFs are in the investment mix Moderator: Daniel K. Weiskopf, Principal, FOREFRONT CAPITAL LLC [ BIO ] Panelists: Peggy McGillin CFP, Principal, JOURNEY RETIREMENT PLANS [ BIO ] Timothy Friday, Institutional Services Group CEO, MID ATLANTIC CAPITAL GROUP, INC. [ BIO ]
- Data elements: Reviewing the effects of data quality, storage, retention and cost - The importance of having a robust and fast system to provide up-to-date, timely and transparent information - How mobility can/will change the dynamics - What is data strategy and management? Moderator: Alexander D. Wissner-Gross Ph.D., The MIT Media Laboratory, MASSACHUSETTS INSTITUTE OF TECHNOLOGY [ BIO ] Panelists: Dimitrios V. Tzimas Ph.D., Managing Principal & Chief Technology Officer, XQUISITEC TECHNICAL CONSULTING [ BIO ] Kevin P. McGuire, Director, Investment Technology, LOOMIS SAYLES & COMPANY [ BIO ]
With many organizations looking for higher returns and broader portfolio diversification - alternative investments are increasingly seen as an ideal investment strategy. This track will explore the opportunities and challenges of investing in hedge funds, commodities, real estate and currency.
- Defining Sustainable Investing - Integrating ESG into Investment Analysis and Portfolio Strategy - Mitigating Risk and Generating Alpha - Using Sustainable ETFs to implement an investment strategy consistent with your goals - Gaining Global ESG exposure Ed Lynch, Vice President, PAX WORLD MANAGEMENT LLC [ BIO ]
- Identifying the current economic, monetary and market environment - Breaking down the product: ETF replication of indexes not always what you may think - ETF selection for the current business, economic and political cycle Neil Leeson, ETF Strategist, NED DAVIS RESEARCH INC [ BIO ] [
Presentation ]
- What are alternative investments? - How to access alternative strategies? - What is the role of alternative investments in a portfolio? Moderator: Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ] Panelists: Robert Whitelaw, Edward C. Johnson 3d Professor of Entrepreneurial Finance, STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY, Chief Investment Strategist, INDEX IQ [ BIO ] Rich Hendl, Business Development Manager, RUSSELL ETFS Rob Ivanoff, Director of Research, FINANCIAL PRODUCTS RESEARCH [ BIO ]
- Movers advantage: Reacting and rebalancing to changes in the market - Ensuring active management makes sense for your structure and cost - Strategy based ETFs and the evolution of this strategy - Is it possible to be transparent but still have an effective active strategy? - What determines active ETFs that succeed and those that don't? - Using active ETFs to outperform the market Moderator: Richard Keary, ETF Consultant, Principal & Founder, GLOBAL ETF ADVISORS LLC [ BIO ] Panelists: Stephen W. Cook, Chief Operating Officer, Global ETFs, BNY MELLON ASSET SERVICING [ BIO ] Michael I. Schwartzman, President, VALUESEARCH CAPITAL MANAGEMENT, LLC [ BIO ] Gary L. Gastineau, Principal, ETF CONSULTANTS LLC [ BIO ] [
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- What does the future of the marketplace look like – what new products and strategies will be developed - What impact will forthcoming regulations have on your portfolio and the future of product development - What you need to know about derivatives in ETFs for hedging, leverage, and generating non-traditional pay-off profiles and counterparty risks Moderator: Yvonne I. Pytlik MBA, CPA, Chief Compliance Officer, DVM INVESTMENT ADVISER, Chief Compliance Officer, DREMAN CONTRARIAN MUTUAL FUNDS [ BIO ] Panelists: David J. D’Amico CFA, President & Chief Market Strategist, BRAVER CAPITAL MANAGEMENT R. Thomas Manning JR., CFA, President and Chief Investment Officer, SILVER BRIDGE ADVISORS Michael W. Mundt, Partner, STRADLEY RONON STEVENS & YOUNG, LLP [ BIO ] Josh Galper, Managing Principal, FINADIUM LLC [ BIO ] Doug Clark, Managing Director, Liquidity Research, INVESTMENT TECHNOLOGY GROUP [ BIO ]
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