Tuesday, 14 May 2019

08:00–08:45

Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, tactics, and insights for successful investment management and financial analysis from senior-thought leaders at leading financial services firms.

08:30–16:45

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–10:15

All Roads Lead to Emerging Markets

Mark W. Yusko
CEO and Chief Investment Officer
Morgan Creek Capital Management, LLC

09:15–11:45

Plenary Sessions

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.

11:45–13:30

Networking Lunch

13:15–13:30

Transition Break

13:30–15:15

Technical Workshops

Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.

13:30–15:15

Extended Sessions

Extended Sessions allow for a deeper exploration of investing topics relevant to investment professionals.

13:30–15:15

Principles of Manager Due Diligence and Selection

Tom Brakke, CFA
Consultant
Author, The Research Puzzle

  • Understanding and evaluating a manager’s organizational structure and culture
  • Breaking down and understanding a manager’s investment process
  • How to conduct an appropriately thorough due diligence and selection process
  • Exploring manager incentives, capacity issues, and the impact of size

13:30–15:15

Global Private Wealth Management

Philip Marcovici
Principal
Offices of Philip Marcovici

  • Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
  • The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
  • How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
  • Family retreats, family and family business governance, and best practices for today’s business and wealth owners
  • Strategies for building a successful 21st century private wealth practice
  • How tax systems have to and will change and reflections on political challenges, including Brexit
  • The realities of income and wealth inequality and the responsibility of wealth and business owners and their advisers

15:45–16:30

Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.

15:45–16:30

Behavioral Finance in Practice

Clare Flynn Levy
Founder and CEO
Essentia Analytics

16:30–16:45

Transition Break

16:45–17:45

Plenary Session