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Conference Agenda

Thursday, October 21, 2010

8:00 AM - 9:00 AM
Continental Breakfast in Exhibition area
9:00 AM - 9:05 AM
Conference Co-Chair’s Welcome
Marion Asnes, Editor-in-Chief, Conference Co-Chair, FINANCIAL PLANNING
Christian Magoon, Conference Co-Chair
9:05 AM - 10:00 AM
Keynote Session: Prudent Moves in Difficult Times
Jeremy Siegel, Professor of Finance, THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA; & SENIOR INVESTMENT STRATEGY ADVISOR, WISDOMTREE
10:00 AM - 10:50 AM
Panel Discussion: Hedging Your Portfolio - Maximum Impact Strategies for Total Return
Moderator: Christian Magoon, CEO, Conference Co-Chair, MAGOON CAPITAL
Panelist: Brian P. Cunningham, CFA, Principal, 361° CAPITAL LLC
Panelist: Eric Cott, Director, Financial Advisor Education, OPTIONS INDUSTRY COUNCIL
Panelist: Kevin Mahn, Portfolio Manager & Chief Investment Officer, SMARTGROWTH® LIPPER MUTUAL FUNDS
Panelist: Stephen Solaka, Managing Partner & Co-Founder, BELMONT CAPITAL GROUP
10:50 AM - 11:15 AM
Morning Networking Break
11:15 AM - 12:30 PM
Panel Discussion: Alternative Asset Classes: Commodities and Currencies
Panelist: Mike McGlone, Senior Director - Commodity Indexing, STANDARD & POOR'S
Panelist: Martin Kremenstein, Chief Operating Officer, Chief Investment Officer & Director, DB COMMODITY SERVICES LLC
Panelist: Carl Resnick, Managing Director, Portfolio Strategist, RYDEX
Panelist: Jeff Spitzmiller, CFA, Chief Investment Officer, IRON POINT CAPITAL MANAGEMENT
12:30 PM - 1:40 PM
Luncheon Keynote: The Economic Outlook and ETFs for the Chinese Stock Market
Burton Malkiel, Chairman of the Index Committee, AlphaShares, LLC, PROFESSOR OF ECONOMICS, PRINCETON UNIVERSITY
1:40 PM - 2:30 PM
Powering Your Portfolio - What You REALLY Need to Know About Leveraged ETFs
Moderator: Tom Lydon, President, GLOBAL TRENDS INVESTMENTS & ETF TRENDS
Daniel O'Neill, President and Chief Investment Officer, DIREXION SHARES
Joanne Hill, Head of Investment Strategy, PROFUNDS GROUP AND PROSHARES
2:30 PM - 3:20 PM
Panel Discussion: What’s the Best Overall Benchmark for the Average Investor to Use & Why?
Moderator: Tom Lydon, President, GLOBAL TRENDS INVESTMENTS & ETF TRENDS
Panelist: Sanjay Arya, CFA, Senior Vice President, MORNINGSTAR INDEXES
Panelist: Kurt Nelson, Partner, SUMMERHAVEN INVESTMENT MANAGEMENT
Panelist: Jeff Tjornehoj, Senior Research Analyst, THOMSON REUTERS, LIPPER
3:20 PM - 3:50 PM
Afternoon Networking Break
3:50 PM - 5:00 PM
Emerging Markets: An Explosion of Choice
Moderator: Christian Magoon, CEO, Conference Co-Chair, MAGOON CAPITAL
Bruno del Ama, Co-founder & CEO, GLOBAL X FUNDS
Richard C. Kang, Chief Investment Officer & Director of Research, EG SHARES
Robert Lutts, President and Chief Investment Officer, CABOT MONEY MANAGEMENT, INC.
Paul Weisbruch, VP of ETF/Options Sales and Trading, STREET ONE FINANCIAL
5:00 PM - 6:00 PM
Closing Cocktail Reception/Networking