8/9/2019 ENHANCED INDEXING SUMMIT - June 14, 2010 - Chicago - Agenda

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 Now Just One Week Away . . .

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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 

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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

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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

Northern Trust CompanyNorthwestern MutualPeachtree Asset ManagementPlante Moran Financial AdvisorsPrice Asset Management, Inc.ProManage, LLCQuandary Concepts Inc.RPGroupScotia CapitalStonewall ManagementSummit Wealth Mgt.UBSUhlmann Price Securities . . . and more.