Doors Open
|
10:00 AM |
(ET) |
Steve Forbes: The Comeback of Capitalism
Keynote Address featuring Steve Forbes, chairman and chief executive, Forbes Media LLC. |
10:30 AM |
(ET) |
Roth IRAs: To Convert or Not To Convert
*1.00 CE Hour*
Moderator: Ashlea Ebeling, Forbes
Featured Speakers: Robert Keebler, Baker Tilly Virchow Krause, LLP, Kaye A. Thomas, Fairmark.com, Craig Brimhall, Ameriprise Financial, Inc.s |
11:00 AM |
(ET) |
Get Ready for Open Source Financial Services
Keynote Speaker: David Pottruck, HighTower Associates
|
11:30 AM |
(ET) |
Global Investing Roundtable
*1.00 CE Hour*
Moderator: John Dobosz, Forbes
Featured Speakers: John Christy, editor, Forbes International Investment Report, Rudy Martin, editor, Latin Stock Investing, Ken Kam, editor, Marketocracy's SWAN Advisory, Roger Edgley, Director of International Research, Wasatch Advisors |
12:15 PM |
(ET) |
Re-Engineering Financial Advisors With Mobile Technology
Featuring André Guillemin, Pyxis Mobile
|
12:30PM |
(ET) |
Latest Trends in Regulation and Compliance
*1.00 CE Hour*
Moderator: Bob Margolis, Forbes
Featured Speakers: Denise Crawford, NASAA, Richard Salmen, FPA, Mercer Bullard, Fund Democracy, Brian Hamburger, MarketCounsel |
1:00 PM |
(ET) |
Exhibit Hall Break
|
1:15 - 1:30 PM |
(ET) |
Niche ETFs: The Good, The Bad and The Ugly
*1.00 CE Hour*
Moderator: John Dobosz, Forbes
Featured Speakers: Richard Lehmann, editor, Forbes Lehmann Income Securities Investor, Jim Lowell, editor, Forbes ETF Advisor and Jim Lowell's Fidelity Investor, Tom Lydon, editor, ETF Trends Newsletters, William P. Franca, Direxion Funds
|
1:30 PM |
(ET) |
Exhibit Hall Break |
1:45 - 2:00 PM |
(ET) |
Battle-tested Communication Strategies: Choose Your Words Carefully
Featuring Michael Maslansky, Luntz Maslansky Strategic Research |
2:00 PM |
(ET) |
Mutual Fund Style Boxes: Friend or Foe
*1.00 CE Hour*
Moderator: Matt Schifrin, Forbes
Featured Speakers: Ron Muhlenkamp, Muhlenkamp & Co., Bruce Weininger, Kovitz Investment Group, David Kathman, Morningstar, Kevin Mahn, Hennion & Walsh Asset Management |
2:45 PM |
(ET) |
Socially Responsible Investing: Doing Well and Doing Good
*1.00 CE Hour*
Moderator: Bob Margolis, Forbes
Featured Speakers: Steve Lydenberg, Domini Funds, John Nofsinger, Washington State University, Harrison Hong, Princeton University |
3:00 PM |
(ET) |
Networking Lounge Event: Trend Following Using Funds & ETFs
Featuring Sean Hanlon, Hanlon Investment Management |
3:30 PM |
(ET) |
Laugh Break
Brought to you by Hightower Advisors
|
3:55 PM
- 4:00 PM
|
(ET) |
Modern Portfolio RIP: Long Live Tactical Trading
Featuring Mebane Faber, Cambria Investment Management |
4:00 PM |
(ET) |
Estate Planning Traps: How to Protect Your Clients From Common Mistakes
*1.00 CE Hour*
Moderator: Ashlea Ebeling, Forbes
Featured Speakers: Martin Shenkman, Martin M. Shenkman, P.C., Jeffrey Baskies, Katz Baskies LLC., Marcia Murray-Lusby, Dunn, Carney |
4:15 PM |
(ET) |
Pro-Athletes and Their Money
Moderator: Bob Margolis, Forbes
Featured Speakers: Dana Hammonds,NFLPA, Christopher Franklin, Titan Financial Services, Steve Piascik, Piascik & Associates |
5:00 PM |
(ET) |
Networking Lounge Event:The Future of Outsourcing
Featuring David Lawrence, Efficient Advisor, Brent Burns, Asset Dedication, LLC |
5:15 PM |
(ET) |
Laugh Break
|
5:45 PM |
(ET) |
