Event Location

Who Should Attend

ASSET ADVISORS:

  • Registered Investment Advisors
  • Financial Consultants
  • Financial Advisors
  • Wealth Managers
  • Investment Consultants
SERVICE PROVIDERS:
  • ETF Issuers
  • ETF Marketers
  • Index Providers
  • Broker-Dealers
  • Prime Brokers
  • Third-Party Distributors
  • Tax Analysts
  • Technology Providers

Wednesday, October 12, 2011

8:00 AM - 8:45 AM
8:45 AM - 9:00 AM
Chairman’s Welcome and Keynote Introduction
Moderator: Christian Magoon, CEO, Conference Co-Chair, MAGOON CAPITAL
9:00 AM - 9:45 AM
Morning Keynote: Market Outlook—Where Do We Go From Here?
Greg King, CFA, Head of Exchange Traded Products, CREDIT SUISSE
9:45 AM - 10:45 AM
Tools For Managing Risk in a Zero-Interest Rate Environment
Jeremy Schwartz, Director of Research, WISDOMTREE
10:45 AM - 11:15 AM
11:15 AM - 12:15 PM
Alternative Allocations via ETFs
Panelist: Steven M. Ayer, CIMA, AIF, Managing Director and Partner, STRATA WEALTH MANAGEMENT AT HIGHTOWER ADVISORS LLC
Panelist: Richard Bregman, Founder, MJB ASSET MANAGEMENT LLC
Panelists: Chad Greenberg, CPA/PFS, SVP of National Accounts, 361 CAPITAL LLC
1:30 PM - 2:30 PM
Tactical ETF Ideas For Your Practice
Panelist: Eric Cott, Director, Financial Advisor Education, OPTIONS INDUSTRY COUNCIL
Panelist: Carl Resnick, Managing Director, Portfolio Strategist, RYDEX
Michael Paciotti, CFA, Chief Investment Officer, INTEGRATED CAPITAL MANAGEMENT, INC.
Jim Carroll, Managing Partner, LONGRUN CAPITAL MANAGEMENT LLC
2:30 PM - 3:30 PM
ETF Income Strategies
Dan Waldron, ETF Strategist, FIRST TRUST
3:30 PM - 4:00 PM
4:00 PM - 5:00 PM
ETF Implementation Pros
Moderator: Scott Freeze, President, STREET ONE FINANCIAL
Panelist: Brian Rilley, VP, ETF Sales and Relationship Management, BROWN BROTHERS HARRIMAN
5:00 PM - 6:30 PM