Practice
Management Summit
Audio recordings
& slide presentations are available for immediate download
You can order the set for $50 by clicking on the
yellow "Add to Cart" button below
Click on session title to listen to a brief interview with
speaker about his/her presentation
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Friday, November 6
Providing Investment Advice in a Post-Black Swan Era
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8:45M
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9:15AM
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Welcome / Program
Overview & Objectives | COMPLIMENTARY AUDIO & SLIDES
Steve Saenz,
Founder / Advisor Solutions Network
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9:15AM
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9:45AM
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Framing the Discussion: New Normal vs Old Normal | AUDIO & SLIDES
Marty Jensen,
Consulting Partner / Advisor Solutions Network
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9:45AM
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10:30AM
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Investment Management
Consulting in the 21st Century: Craft or Trade?
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Ron Surz,
President / PPCA
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10:45AM
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11:30PM
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To Be or Not To Be:
Fiduciary Landscape Under Regulatory Reform
| AUDIO & SLIDES
Kristina Fausti,
Director of Legal and Regulatory Affairs / fi360
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1:30PM
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2:12:15PM
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Dynamic Asset Allocation:
Rx for a Post-Black Swan Era
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Rex Macey, Chief Investment Officer / Wilmington Trust>
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2:15PM
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3:00PM
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Providing A Comfortable
Ride for Your Clients (and Your Practice)
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David Loeper
CIMA, Wealthcare Capital
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3:15PM
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4:00PM
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In Search of Manager
Alpha: Does Active Management Still Make Sense? | AUDIO & SLIDES
Larry Sinsimer, CEO / TSG - WMS
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4:00PM
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5:00PM
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True Diversification(TM) with G-Sphere:
Measure, Manage
and Improve Diversification
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Robert W. Priest, Vice President / Gravity Investments
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* In a few cases, the audio or slides are not available
[see note next to each session]
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