Now Just One Week Away . . . E E n n h h a a n n c c e e d d I I n n d d e e xxi i n n g g S S u u m m m m i i tta a ttM M o o rrn n i i n n g g s s tta a rrC C h h i i c c a a g g o o 2 2 0 0 1 1 0 0 On June 14, join twenty-four of the industry's top indexing experts at a special complimentary event in Morningstar's Chicago amphitheatre on outperforming your benchmarks in these volatile capital market conditions. Click on: www.EnhancedIndexing.eventbrite.comE E n n h h a a n n c c e e d d I I n n d d e e xxi i n n g g S S u u m m m m i i tt- - - - F F rre e e e ffo o rrWWe e a a l l tth h M M a a n n a a g g e e rrs s CHICAGO -- Monday, June 14, 2010 at the Morningstar AmphitheatreJOIN 24 of the top experts in the wealth management world for a COMPLIMENTARY, first-of-its -kind event. Financial advisors, family offices and wealth managers with at least $100 million in AUM are invited to attend this exclusive full-day summit on the latest, cutting-edge strate gies to outperform your benchmarks. All at no cost. CitiFirst, PowerShares, Standard & Poor's, Morningstar, Barclays Capital, JP Morgan, IndexIQ, LPL, Wells Fargo, Deutsche Bank, Options Industry Council, CBOE, BNP Paribas, Montreal Options Exchange and more.For more details or to register, go to: EnhancedInd exing.eventbr ite.com A Pomegranate Ventures special event.
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ENHANCED INDEXING SUMMIT - June 14, 2010 - Chicago - Agenda
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8/9/2019 ENHANCED INDEXING SUMMIT - June 14, 2010 - Chicago - Agenda
EEnn h haanncceedd IInnddee x x iinngg SSuummmmiit t aat t MMoor r nniinnggsst t aar r CC h hiiccaaggoo 220011
On June 14, join twenty-four of the industry's top indexin
experts at a special complimentary event in Morningstar'
Chicago amphitheatre on outperforming your benchmark
in these volatile capital market conditions.
Click on: www.EnhancedIndexing.eventbrite.com
EEnn h haanncceedd IInnddee x x iinngg SSuummmmiit t ---- FFr r eeee f f oor r W W eeaa l lt t h h MMaannaaggeerr
CHICAGO -- Monday, June 14, 20at the Morningstar Amphithea
JOIN 24 of the top experts in the wealth management world for a COMPLIMENTARY, first-of-its-kind event.Financial advisors, family offices and wealth managers with at least $100 million in AUM are invited to attend th
exclusive full-day summit on the latest, cutting-edge strategies to outperform your benchmarks. All at no cost.
CitiFirst, PowerShares, Standard & Poor's, Morningstar, Barclays Capital, JP Morgan, IndexIQ, LPL, WellsFargo, Deutsche Bank, Options Industry Council, CBOE, BNP Paribas, Montreal Options Exchange and mor
For more details or to register, go to: EnhancedIndexing.eventbrite.comA Pomegranate Ventures special event.
8/9/2019 ENHANCED INDEXING SUMMIT - June 14, 2010 - Chicago - Agenda
EEnn h haanncceedd IInnddee x x iinngg SSuummmmiit t aat t MMoor r nniinnggsst t aar r CC h hiiccaaggoo 220011===================================
Preliminary Agenda (subject to change)
June 14, 2010
:00 -- 9:00 AM
REGISTRATION
:00 - 9:30 AM
NTRODUCTORY PANEL –
The New Paradigm of Modern Portfolio TheoryThe Future of Asset Allocation)
:30 - 10:15 AM
THE FUTURE OF INDEXING -- Dynamic, Algorithmic, Rules Based…But Does It Beat Active Equities and Fixed Income Management?
0:15 - 11:00 AM
NHANCED EXCHANGE-TRADED PRODUCTS:
TFs, ETNs, and Funds with Something Extra
1:00 - 11:15 AM
MORNING BREAK
1:15 AM - 12:00 PM
THE CASE FOR STRUCTURED INVESTMENTS:Wealth Management's Best-Kept Secret For Enhanced Returns
2:00 – 12:45 PM
EVERAGED AND INVERSE STRATEGIES: The State of Play
2:45 - 1:45 PM
UNCH and SPEED NETWORKINGWITH THE EXPERTS
:45 - 2:30 PM
ISTED OPTIONS ENHANCEMENT --trategies to Outperform Indexes Using Puts and Calls
:30 -- 3:15 PM
COMMODITIES STRATEGIES: The New Generation of Index-Basedxposure
:15 - 4:00 PM
RINCIPAL PROTECTION: The Next Big Thing in Index-Based Portfolio
Management?
:00 PM - 5:15 PM
Roundtable: THE NEW “SUPER STRATEGIES” and How to Access Them
- currencies
- managed futures
- inflation and volatility as asset classes
:15 - 6:30 PM
COCKTAIL RECEPTION
Media Partners: Institutional Investor Newsletters / Prospect News
Hosting Sponsor:
Morningstar
Morningstar Amphitheatre22 West Washington StreetChicago, IL 60602
Platinum Sponsors: • CitiFirst
• Invesco PowerShares
• Standard & Poor's
• Options Industry Council
With Presentations By: Barclays Capital BNP Paribas CBOE
Diversified Trends IndicatorIndexIQ LPLMarkItTMX - The Montreal ExchangeNASDAQPropel CapitalRetirement Income AssociationWells FargoWisdomTree . . . and more to be announced.
Confirmed Attendees:
Alpha Financial Technologies LLCBrookstone Capital ManagementCantor FitzgeraldChicago Investment GroupDignitasHalliday Financial GroupIcarus InvestmentsLifetime Financial Group, Inc.Lockwood Advisors, Inc.Mako Financial MarketsMetLifeMFS WealthCareMorgan Stanley Smith Barney