9th Annual Inside Alternatives 2018 & Asset Allocation 2018 | Financial Advisor Magazine | 24 September 2018 | Wynn Las Vegas, 3131 S Las Vegas Blvd, Las Vegas, NV 89109, USA

The Inside Alternatives Conference looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors.

In a world where many experts believe traditional assets are expensive, you’ll learn about alternative ways to protect and grow your clients’ principal. At our day-one Impact/SRI and ESG Investing track, leading experts will share their insights on building outstanding impact investing portfolios and how prospecting, client meetings, next-generation planning, among other facets of financial services shine when impact is lent to the mix.

2018 Speakers

KEYNOTE SPEAKERS:

David Callahan
Founder and Editor, Inside Philanthropy

Charlie Cook
Editor and Publisher, Cook Political Report, Political Analyst, National Journal Group

Dennis H. Gartman
Editor and Publisher, the Gartman Letter

Steven Romick
Managing Partner and Portfolio Manager, FPA

Ed Yardeni, Ph.d.
President, Yardeni Research Inc.

Mark W. Yusko
Chief Executive Officer and Chief Investment Officer, Morgan Creek Capital Management LLC

SPEAKERS:

Benjamin E. Allen
Chief Executive Officer, Parnassus Investments

Art Amador
Co-founder and Chief Operating Officer, Equbot

Jonathan C. Angrist
President and Chief Investment Officer, Cognios Capital

Roy D. Behren
Managing Member and Portfolio Manager, Westchester Capital Management LLC

Evan Caron
Founding Partner and Managing Director, Swytch

Eric Cott
Director, Financial Advisor Education, the Options Industry Council

Ed Coyne
Executive Vice President of National Sales, Sprott

Kelly Coyne
Vice President of Global Women’s Strategies, Impax Asset Management Llc, Pax Ellevate Management LLC

Stephen Cucchiaro
President and Chief Investment Officer, 3edge Asset Management LP

Ben Deschaine
Partner and Portfolio Manager, Balter Liquid Alternatives

Abhay Deshpande
Chief Investment Officer, Centerstone Investors

Jerome L. Dodson
Founder and Chairman, Parnassus Investments

Patrick T. Drum
Research Analyst and Portfolio Manager, Saturna Capital

Jens Ernberg
Research Analyst and Portfolio Manager, Saturna Capital

Steve Falci
Chief Investment Officer, Impax Asset Management LLC, Executive Vice President, Pax World Funds

Maxwell Gold
Director of Investment Strategy, Aberdeen Standard Investments

Dusty Granet
Managing Partner, Digital Bridge Partners LP

Jason a. Horowitz
Vice President and Investment Director, Wellington Management

Rick Lake
Co-chairman, Lake Partners

Joseph J. Levin
Partner and Chief Investment Strategist, Bluestar Indexes

Tracey Longo
Washington Editor, Financial Advisor Magazine

Douglas Lopez
Principal, Portfolio Manager—high Yield, Aristotle Credit Partners

Gregg Loprete
Portfolio Manager, Water Island Capital/the Arbitrage Funds

Christopher Lvoff
Senior Portfolio Manager, Goldman Sachs

Frank Maselli
Industry Consultant, the Maselli Group

Steven Mcclurg
Founding Partner and Chief Investment Officer, Arca Funds

Eric Metz
President and Chief Investment Officer, Spiderrock Advisors

Ali Motamed
Founder and Managing Partner, Invenomic Capital Management LP

Brian Murphy
Portfolio Manager, Vivaldi Asset Management LLC

Paul a. Pagnato
Founder and Chief Executive Officer, Pagnatokarp

Dan Petersen
Director of Etf Product Management and Chief Portfolio Strategist, Indexiq

Ben Phillips
Chief Investment Officer, Eventshares

Mitali Prasad
Analyst, Trillium Asset Management

Peter Raimondi
Founder and Chief Executive Officer, Dakota Wealth Management

Scott W. Recknor
Managing Director, Black Creek Group

Christopher Robbins
Senior Editor, Financial Advisor Magazines

Mitch Rubin
Co-chief Investment Officer and Portfolio Manager, Riverpark Funds

Steven a. Schoenfeld
Founder and Chief Investment Officer, Bluestar Indexes

Mark Simenstad
Vice President and Chief Investment Strategist, Thrivent Financial

Evan Simonoff
Editor-in-chief and Editorial Director, Financial Advisor

Nicole Tanenbaum
Chief Investment Strategist, Chequers Financial Management

Shiliang Tang
Chief Investment Officer, Ledgerprime

Laura Tarbox
Founder and Chief Investment Officer, Tarbox Family Office

Perth Tolle
Founder, Life + Liberty Indexes

Nick Veronis
Co-founder and Managing Partner, Icapital Network

Stephen H. Watkins
Founder and Chief Executive Officer, Entrex Capital Market LLC

2018 Sponsors

GOLD SPONSORS:
• White Glove

SILVER SPONSORS:
• BlueStar INDEX
• Capital Dynamics
• ENTREX CAPITAL MARKET
• Sprott
• TransAmerica

BRONZE SPONSORS:
• Aberdeen Standard Statements
• The Arbitrage Funds
• Balter
• John Hancock INVESTMENTS
• LITMAN GREGORY MASTERS FUNDS
• River Park Funds
• Thrivent Mutual Funds
• VIVALDI ASSET MANAGEMENT

EXHIBITORS:
• ARISTOTLE
• Black Creek Group
• COGNIOS CAPITAL
• Centerstone
• College for Financial Planning
• Folio Institutional
• Lasso
• OIC
• PARNASSUS INVESTMENTS
• PAX
• SATURNA CAPITAL
• Westchester Capital MANAGEMENT

CONTENT CONTRIBUTORS:
• Arca Funds
• Equbot
• THE GARTMAN LETTER.L.C
• iCapital NEtwork
• Index IQ
• MORGAN CREEK

ASSOCIATION PARTNER:
• CAIA ASSOCIATION