Thank you for joining us at the 2008 fi360 National Conference in Charlotte, NC on May 7-9 at the beautiful Westin Charlotte. The expert insights, hands-on workshops, continuing education and networking opportunities were all great successes! AIF and AIFA designees may listen to recorded conference sessions and fulfill their CE requirements by logging in to the designee portal!
Keynote Sessions
|
Merril Hirsh
Duane Thompson |
FPA attorney and Managing Director discuss the overturning of the SEC "broker dealer rule" and what can be expected going forward. |
Fred Reish, AIFA |
The regulation that is going to "rock our world"--the impact of the DOL's new 408(b)(2) regulation |
Dr. Richard Michaud
Robert Michaud |
The Better Mousetrap: Resampled Efficient Frontier™ Optimization |
Break-out Sessions
|
Lou Harvey
Don Trone, AIFA |
Qualified Default Investment Alternatives |
Clark Blackman
Fred Reish |
Utilizing the Prudent Practices to build successsful and meaningful relationships with accountants and attorneys |
Greg Kasten, AIFA
Robert VandeVrede, AIFA
David Witz, AIFA |
Debate on 404(c) concepts and compliance |
Rocco DiBruno, AIFA
Monica Garver, AIF
Lauren Lenfest, AIFA
Peter Preovolos, AIFA |
The role of the investment committee and what is considered a successful investment committee meeting |
Brian Hamburger, AIFA |
Regulatory Hot Topics |
Susan Mangiero, AIFA
Eric Rieder
Nir Yarden |
Mock deposition with an ERISA attorney and a hedge fund attorney about investing in hedge funds. You decide who is guilty. |
Rich Lynch, AIFA
Dick Smith, AIFA |
Integrating SAFEs and CAFEs with investment consulting services |
Lou Harvey
Fred Reish, AIFA |
Fiduciary safe harbors |
Robb Smith, AIFA |
403(b) changes and opportunities |
Mike Patton |
Contrasting broker dealers with RIAs |
Wayne Miller |
The evolution of fiduciary standards: from process to thought process |
Stuart Ober, AIFA
Jeff Schaff, AIFA |
Expert witness series--the written report |
Tom Schrandt
Gary Sutherland |
A practical understanding of fiduciary exposure to investment professionals |
Mary Ann Miller, APR
Mike Patton
Neil Anderson |
Utilizing the media--how to raise awareness and demonstrate expertise in the fiduciary space |
Ron Hagan, AIFA |
CEFEX has changed the way fiduciaries select providers |
Spensar Segal, AIFA |
Implementing process in your business |
Darrin Farrow, AIF |
Behavioral economics |
Brian Hubbell, AIF |
Fiduciary responsibility surrounding terminal funding of DB plans |
Don Rogers
Dave Zellner |
Does SRI=Lower Returns....think again! See how the "2004 PLANSPONSOR of the Year" does it |
Jim Culbreth
Brian Hubbell
David Witz |
Fees and expenses: the transparency debate |
Don Rogers
Kenneth Gassman
Roland Oliver |
Fiduciary Responsibilities in Managing Investment Advisors...from 3 clients' perspectives |
Andy Frommeyer, AIF
Dave Palascak, AIF
Michael Limbacher |
fi360 Tools seminars: basic and advanced demonstrations of our newest technology and most powerful and comprehensive software product, the Platinum Toolkit |
Attending the fi360 Conference fulfills your AIF or AIFA designation CE requirements for the year. If you cannot attend the conference, or for more details about CE requirements, please click the appropriate link below:
