May 10 2013 8:30AM

Real Asset Investing, Lies, Damn Lies, and Statistics

Growth in emerging markets is producing what some investors view as secular, long-term, global demand for real assets. Investors are examining how to gain exposure to this uncorrelated asset class while being faced with a challenging landscape that includes low gross domestic product growth, high-volatility global equity markets, a weakening dollar, and a low interest-rate environment that has spanned several decades. This session will explore a variety of ways that attempt to do this, including investing in securities, futures, and long-short strategies. This session will examine real assets – past and present – and their outlook for 2013–2014.

May 10 2013 9:40AM

Morning Networking Break with Sponsors

May 10 2013 10:00AM

Panel Discussion - Outside the Box: Alternative Options

In an increasingly volatile market, advisors are under pressure from clients to deliver better performance with lower risk and tax implications. Our panelists will look beyond traditional alternative investments and strategies and into the “new breed” of alternatives.

May 10 2013 11:00AM

Tough Talk on Healthcare and Long Term Care

The subject of healthcare and long-term care expenses is becoming a bigger part of planning financial and retirement strategies. In fact, it has been noted that eldercare planning may soon replace childcare as the number one dependent care issue.

May 10 2013 12:00PM

Luncheon and Networking with Sponsors and Colleagues

May 10 2013 1:00PM

You Don't Have to be a Billionaire to Plan Like One

We have entered an environment of rising taxes. That's why it is important now, more than ever before, to incorporate asset protection strategies. This session focuses on tested techniques for providing wealth protection.

May 10 2013 2:00PM

Hot Topics: What's on the Horizon

In today's fast-changing world, the myriad of challenges facing financial professionals grow more and more complex. The financial services industry is experiencing significant and ongoing change and is being buffeted by challenging regulatory, political, and economic winds. This session focuses on the transformational changes that are here today and on the horizon.