2013 Conference Agenda

Transcription

1 2013 Conference Agenda Tuesday, September 17 4:30 PM 5:20 PM - Conference Welcome and Opening Keynote Keynote Presentation: Hurley vs. Veres Redux - A new debate over the profession s future - Mark Hurley and Bob Veres 5:25 PM 6:55 PM Opening Cocktail Reception and Networking 7:00 PM -? Facilitated dinners with sponsors Wednesday, September 18 7:30 AM 8:00 AM Buffet Breakfast 8:00 AM 8:05 AM Conference Announcements 8:05 AM 9:05 AM Keynote Presentation: Risk Is Not Flat: Risk Budgeting in a Fat-Tail World - Paul Bouchey, Scott Clemons, Kathleen Gaffney and Josh Charney (moderator) 9:05 AM 9:35 AM

2 9:35 AM 10:25 AM Into the Fire: CEO Transitions The never-easy, never-seamless process of transitioning the CEO role and responsibilities. Rebecca Pomering, Moss Adams Wealth Advisors Eric Hehman, Austin Asset Management The Hidden Assumptions (and Their Consequences on Investment Advice) The author of many of the most interesting and influential research articles in the advisor space pulls back some of our mental veils. Wade Pfau, The American College Onboarding College Hires Understanding the mind of the new college-educated advisors, and how to successfully harness the talent coming into the profession. Deena Katz, Texas Tech University Cheryl Holland, Abacus Planning Group 10:25 AM 10:55 AM 10:55 AM 12:10 PM The Next New Thing The profession s leading authority on office technology and implementation looks at the best ways to delegate your office chores to your existing software suite. Spenser Segal, ActiFi Retirement Distributions in a Low Interest-Rate Environment The co-authors of an important new research report outline the impact of low interest rates and high equity valuations on distribution planning assumptions for your clients. Michael Finke, Texas Tech University Wade Pfau, The American College Succession Planning from the Successor s Standpoint Your insider s guide: what should you be looking at as you take the reins of an established advisory practice? Eric Hehman, Austin Asset Management Casey Bear, Cranbrook Wealth Management Jay Hummel, Lenox Wealth Management Moderator: Bob Veres, Inside Information 12:10 PM 1:25 PM Roundtable Buffet Lunch (with facilitated discussions)

3 1:25 pm 2:40 pm Building a Great Firm Successful advisors share their key insights on the incremental decisions that bridge the gap from good to great. Richie Lee, Lee Financial Rebecca Pomering, Moss Adams Wealth Advisors Mike Leonetti, Leonetti & Associates Moderator: Tim Kochis, Kochis Global From Research to the Real World How to incorporate new academic research into your planning/investment recommendations--and where to find some of the best ideas coming out of Academia. Harold Evensky, Evensky & Katz Michael Finke, Texas Tech University The Efficiency Workshop: Create Your Own Workflows A unique hands-on workshop that will help you systematize the delivery of high-touch client services. Create workflows/procedures that you can bring back to the office to work more efficiently! Deborah Fox, Fox Financial Planning Network 2:40 PM 3:25 PM (with snacks) 3:25 PM 4:15 PM Maximizing the Ensemble Advantage We already know that ensembles outperform the competition based on a variety of metrics. But what are the best practices that get the most out of these natural advantages? Philip Palaveev, The Ensemble Institute Twilight of the Gods In retrospect, what have all secular bear markets since the American Revolution had in common? And how does today s investment climate fit this profile? Bill O Grady, Confluence Wealth Management Operational Networking How two COO/Business Manager study groups were launched, and what they mean for the profession. Shaun Kapusinski, Sequoia Financial Group Lisa Crafford, Fox, Joss & Yankee 4:15 PM 4:25 PM

4 4:25 PM 5:40 PM Keynote Presentation: Generating Portfolio Alpha With Superior Inferences - Dr. Horace Woody Brock and Bob Veres Evening Facilitated dinners with sponsors Thursday, September 19 7:30 AM 8:30 AM Power Buffet Breakfast (With Table Topics) 8:30 AM 9:20 AM Keynote Presentation: Breakout Growth: A Human Capital Story - Christine Gaze 9:20 AM 10:00 AM 10:00 AM 11:15 AM The Secrets of Successful Mergers The fast track to scale and a viable succession plan: How to facilitate a successful merger (or acquisition of a smaller practice), from identification, to negotiation, to assimilation. David DeVoe, DeVoe & Co. Greg Friedman, Private Ocean Morningstar s Perspectives on New Equity/Alternative Mutual Fund Strategies that Replicate Hedge Funds The emergence of different strategies suggests new ways to structure client portfolios. But which represent sophisticated thinking and which are marketing hype? Michael Herbst, Morningstar, Inc. Josh Charney, Morningstar, Inc. Solving the Time Paradox: How Top Firms Transforms Ops Teams Into Innovators When you don t have any extra time, you can still implement all your best time-saving ideas. Jo Day, Trumpet, Inc.

5 11:15 AM 11:35 AM 11:35 AM 12:25 PM Winning Advantage: Seeking Profitability Through Technology Integration A tour guide to leveraging the rapidly-changing technology opportuniites through a combination of integration and effective business processes. Raef Lee, SEI, Inc. A Smooth Ride on a Bumpy Road Managed volatility strategies that invest in companies with lower historical beta that are paying higher dividends are challenging the traditional assumptions about risk and return. Kunal Ghosh, Allianz Global Investors The Power User s Guide to Resolving Your Biggest Business Challenges How to put technology to work from the top down, and use data to dramatically improve your marketing, staff development, efficiency and profitability Greg Friedman, Junxure 12:25 PM 1:25 PM Lunch 1:25 PM 2:15 PM Keynote Presentation: What Are We Missing In Our Assumptions About Our Professional Future? - Richie Lee, Jim Shambo, Dennis Stearns, Bob Veres (moderator)

6 2:15 PM 2:25 PM 2:25 PM 3:15 PM Transitioning From Chief Bottle Washer to CEO to Your Next Roles What is the founder s role in your firm as your transition plan begins to take effect? What can you look forward to in the twilight between CEO and retirement, and what have we learned about it? Marjorie Fox, Fox, Joss and Yankee Ross Levin, Accredited Investors Joe Sheehan, Moneta Group Moderator: Gabriel Garcia, Pershing Advisor Solutions World Class Investment Due Diligence and Portfolio Construction Here s a rare opportunity to see the internal investment decision-making process at two leading advisory firms. Matt Quinn, Lee Financial Greg Peterson, Ballentine Partners Moderator: Bob Huebscher, Advisor Perspectives P4 Unplugged Workshop Getting deeper into what really makes employees happy and how to make great employees who turn into owners. Angie Herbers, Angela Herbers, Inc. 3:45 pm 4:00 pm Conference Wrap-Up Bob Veres, Inside Information Jean Sinclair, Avenue Advisors -Conference Adjourns-