11th annual Inside Alternatives & Asset Allocation

Agenda 2023

CFP Board And Investment & Wealth Institute (I&WI) CE Credits Pending


11:00 am – 11:05 am

Michael Larson

Michael Larson
 – Editor-In-Chief, MoneyShow

11:05 am – 11:35 am

Alternatives 3.0

As a growing number of wealth advisors have begun diversifying into the private capital markets, the need to better understand how private fund managers create value, why they are prioritizing the wealth channel today and the expanding types of products available to individual investors is greater than ever. Innovative structures for private equity and credit are enhancing the liquidity of popular institutional investment products that provide diversification benefits beyond traditional stock and bonds. In this session, hear an expert who has pioneered one of the leading platforms democratizing alts and how he sees the opportunity set for advisors’ clients evolving.

Nick Veronis
– Co-Founder Managing Partner, Head of Research and Due Diligence; iCapital

11:40 am – 12:10 pm

The Progression of Surgical Robotics: Introducing the SSi Mantra System

Exploring the revolution and evolution in surgical robotics, the SSi Mantra Surgical Robotic System epitomizes advanced technologies that enhance accessibility, paving the way for affordable robotic surgery and contributing significantly to the future of affordable healthcare.

Dr. Sudhir Srivastava – Founder, Chairman, & CEO, SS Innovations

12:15 pm – 1:05 pm

Top RIAs On Opportunities In Alternatives And Protecting Clients

1 Hour / CFP Board and I&WI CE Credits

Alternative investments have long offered investors opportunities to diversify and generate alpha that they can’t find in traditional stocks and bonds. At the same time, advisors need to conduct research to determine if different alternatives are appropriate for clients and ensure they are protected. In this session, three RIAs with extensive experience in the field will discuss how source attractive investments and share their views on different asset classes within the alternative opportunity set.

Evan Simonoff – Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Matt Andrulot – Verdence/OCIO
Michelle Connell – Portia Capital Management
Meghan Pinchuk – Morton Wealth

1:05 pm – 1:20 pm

1:20 pm – 1:50 pm

Building Better Portfolios with Alternative Investments: Rethinking Retirement 

This presentation challenges conventional wisdom about allocating to alternative investments in retirement accounts. Alternatives represent an alternative source of growth and income, and can provide diversification benefits relative to traditional investments. We will examine how alternatives can be used during the  accumulation and distribution phases; and use case studies to illustrate the impact of including alternative investments. 

Tony Davidow
Senior Alternatives Investment Advisor, Franklin Templeton Institute

1:55 pm – 2:45 pm

A New Playing Field For Long-Short Hedge Funds

1 Hour / CFP Board and I&WI CE Credits

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.

Evan Simonoff
– Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Thomas Hayes
– Founder, Chairman, Managing Member, Great Hill Capital, LLC.
David Lundgren – Chief Market Strategist & Portfolio Manager, Little Harbor Advisors
Ali Motamed – Founder, Managing Partner and Portfolio Manager; Invenomic Capital Management LP

2:50pm – 3:20pm

Innovation, Capitalism, and Entrepreneurship: Find a Need, Fill a Need

Yrefy has created a unique investment opportunity where investors can earn exceptional, fixed-interest rates in a secured and collateralized portfolio, with maximum flexibility, a liquidity feature, and options to roll up to longer terms. By leveraging this investment opportunity in a $45B industry, Yrefy has created the first and only solution for distressed private student loan borrowers to quickly and effectively pay off their student loans with a 98% success rate after nearly seven years. With private student loans being bankruptcy-protected, not subject to the Federal Student Loan forgiveness conversation, and nearly all are variable interest-rate loans, borrowers are desperately seeking a solution, a solution only offered by Yrefy.

Laine Schoneberger
Chief Investment Officer & Managing Partner, Yrefy, LLC

3:25pm – 4:10pm

Anticipating Q4-ia

The S&P 500 fell into “Pullback” mode on September 21, declining by more than 5% since the July 31 post-bear high. Investors now wonder if they should bail out of stocks for fear of further declines. Even though additional near-term weakness may be in order, history suggests, but does not guarantee, that it would be wiser to prepare for a recovery than retreat. Come hear Sam Stovall, CFRA’s Chief Investment Strategist, put today’s market backdrop into historical context by discussing how far the S&P 500 may fall and where investment opportunities await.

Sam Stovall
– Chief Investment Strategist, CFRA

4:15 pm
Day 1 Ends

11:00 am – 11:05 am
Introduction and Recap


Michael Larson
 – Editor-In-Chief, MoneyShow

11:05am – 11:35am

Private Credit: The Transformation of Income Investing

Private credit is one of the fastest growing sectors of alternative investing. Potential high income, resilience, return enhancement, and diversification drive advisor interest in an asset class previously available only to institutions and the largest private investors. In this session, we’ll explore the democratization of private credit, the spectrum of strategies, and how advisors can utilize private credit to enhance client outcomes. 

Rick Lake
– Founder, Narrative Alpha
Steve Romick – Managing Partner, FPA LP

11:40am – 12:10pm

Powerfully Uncorrelated: Macro and Trend Strategies for Diversification

Rising inflation and rising rates have ushered in a new investment regime. Old approaches to diversification have faltered. It may be time to rediscover two time-tested uncorrelated strategies: systematic macro and trend following. In this session, we’ll explore how these strategies can enhance portfolio construction and offer a new dimension to diversification. We’ll also review the strategy risks and idiosyncrasies advisors must understand.

William Marr – Head of Wealth Management Group, Welton Investment Partners
Dr. Patrick Welton – Founder & Chief Investment Officer, Welton Investment Partners

12:15pm – 12:45pm

Why Alternatives

Maybe it’s important for more than advisors and investors. In this session, the CEO of one of the world’s largest asset managers will discuss why her firm has sought to diversify in a major way into the alternative investment space. Franklin-Templeton now owns multiple alternative managers with more than $270 billion in assets and it’s still growing. Find out why.

Jenny Johnson
President, Chief Executive Officer, Franklin Resources, Inc

12:50pm – 1:05pm


1:05pm – 1:35pm

Your Clients and Crypto

In this session, a crypto innovator and former chief technology officer of Gateway will discuss why Bitcoin and other cryptocurrencies exist, what role they are playing in the global economy and monetary system and how advisors and investors should manage them to build long-term wealth. 

Bob Burnett
Chairman and Co-Founder at Divvy Systems and Barefoot Mining 

1:40pm – 2:10pm

Private Equity: Assessing the Opportunity

Private equity has historically been the exclusive domain of institutions and family offices; but now, with product innovation, advisors can assess these once elusive investments. In this session, we will discuss how to evaluate the new products, underlying investments, and the experience of the teams. We will also discuss the difference between capital already committed and putting capital to work in today’s environment.     

Tony Davidow
Senior Alternatives Investment Advisor, Franklin Templeton Institute
Kunal Shah
Managing Director, Head of Private Markets Research, iCapital
Pat McGowanManaging Director, Head of Manager Research and Alternative Investments, Sanctuary Wealth

2:15pm – 3:05pm

Asset Allocation

1 Hour / CFP Board and I&WI CE Credits

In the last 18 months, the world has turned upside down. Interest rates and oil prices are up, stock prices are on a roller coaster and mortgage rates are through the roof. A long-awaited recession has yet to occur. In this highly uncertain world, two experts offer their insights into how advisors should allocate clients’ assets.

Jack Ablin
– Chief Investment Officer & Founding Partner, Cresset
Nancy Davis – Founder & Portfolio Manager, Quadratic Capital Management LLC
Kristina Hooper – Chief Global Market Strategist, Invesco

3:10 pm – 3:40 pm

Why Not Both? Active & Passive Investing Ideas for Today’s Market 

Join leading commentator, speaker, and investment strategist Liz Ann Sonders for an engaging discussion with investment heads from two of the industry’s biggest active and passive asset managers Sebastien Page, head of global multi-asset and CIO at T. Rowe Price, and Omar Aguilar, CEO and CIO at Schwab Asset Management. The trio will share their views on the state of the markets and economy leading into 2024 and discuss opportunities for active and passive strategies in today’s investing environment. Attendees will get a deeper understanding of market trends that will inform and impact their portfolios and insight into the role active and passive management can play together in a diversified portfolio.

Omar Aguilar, Ph.D
– CEO & Chief Investment Officer, Schwab Asset Management
Sébastien Page – Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price
Liz Ann Sonders – Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.

3:40 pm
Conference Ends