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General Session
Old Wine, New Bottles
Charles DeVaulx, IVA
David Corkins, Arrowpoint Partners
Hassan Elmasry, Independent Franchise Partners
These talented portfolio managers left large asset management firms to run their portfolios and their businesses their way. Hear what they're up to now, where they're finding investment opportunities and how they're building a business and investment culture.
Breakout Session, 3A, 3B
A Search Across Sectors: What’s Next for Bonds?
Curtis Arledge, BlackRock
Michael Hasenstab, Franklin Templeton
Christine McConnell, Fidelity Investments
Moderated by Miriam Sjoblom
Bond investing just got a lot harder. The once-in-a-lifetime bargains are gone, policymakers are plotting their exits, and interest rates appear to have nowhere to go but up. These investors will discuss the challenges and opportunities that lie ahead.
Breakout Session, 3A, 3B
Alternative Mutual Funds: From Wall Street to Main Street
Cliff Asness, AQR
Jan van Eck, Van Eck Global
Rick Lake, Aston Lake Partners
Moderated by Nadia Papagiannis
Hedge fund strategies are now available to the masses in more investor-friendly, regulated mutual fund structures. Three pioneers in this field, Cliff Asness, Rick Lake, and Jan van Eck, will discuss how these funds can improve traditional stock and bond portfolios, and how to pick the right funds for your clients.
Breakout Session, 3A, 3B
Investing 501: Your Lizard Brain and Your Money with Terry Burnham
Moderated by Christopher Davis
We make many, if not most, of our decisions using the emotional more primitive part of our brain, our "lizard brain." In this session, Terry Burnham will discuss how we tend to use our lizard brains when making investment decisions, how this leads to poor investment decisions, and what we can do to overcome our lizard brains to become better investors.
Putting Cash to Work
Paul Larson, Morningstar
Josh Peters, Morningstar
Heather Brilliant, Morningstar
Moderated by Pat Dorsey What opportunities are Morningstar's top strategists seeing in the equity and credit markets? Which sectors are worth a look and which deserve a pass? What securities are at the top of Morningstar's buy lists and portfolios? We'll give you our opinion on how to best navigate the market's choppy waters.
Closing General Session
The Monsters of Stock
Staley Cates, Longleaf Partners
Bill Miller, Legg Mason
Richie Freeman, Legg Mason Clearbridge
Moderated by Pat Dorsey
Three legendary long-term investors chat with Pat Dorsey about how they find winners and where to find tomorrow's great investments.
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