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
Rich Lynch, AIFA
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 |
