RetailAlts The 2nd Annual Advisor & Broker-Dealer’s Forum 2013

Topics

• Advisor’s Guide to Accessing Alternatives
• The Rise of Alternative Strategies and Asset Classes in the Retail Portfolio
• Gaining Exposure to Alternatives with ETFs and ETNs
• The Evolution and Design of Liquid Alternative Mutual Funds
• Long/Short Debt Strategies
• Long/Short Equity Strategies
• Background Check - Due Diligence and Performance Measurement for Alternative Investments
• Lower Volatility/Correlation Strategies
• Achieving Diversification through Global Macro Strategies
• Trends in Asset Allocation – Positioning Alternatives within a Portfolio
• "Alternative" Alternatives- Gaining Steam?
• Profiling Illiquid Alternatives- Are They For Everyone?

Who should Attend

Wealth management professionals, including:

• Registered investment advisers
• Independent broker-dealers
• Wealth managers
• Family office executives
• Financial planners
• Regional firms
• Private bankers