Woodbridge Wealth Events

InvestmentNews Alternative Investments Conference | Woodbridge

15 NOV 2016 - 16 NOV 2016

Investment News's 6th Annual Alternative Investments Conference on Nov. 15-16, 2016 in Miami
Event Name:

InvestmentNews Alternative Investments Conference | Woodbridge

Event Location:

Miami, FL

Event Date:

15 NOV 2016 - 16 NOV 2016

Presented By:


Investment News's 6th Annual Alternative Investments Conference on Nov. 15-16, 2016 in Miami, encourages its financial advisors in attendance to "Look Beyond the Traditional." Traditional asset allocation models may not be enough to meet long-term investment goals in today's low-yield world. Alternative investments can offer extensive diversification options, enhanced returns, and lower volatility. Building a successful practice fulfilling the needs of today's wealthy, seasoned investors requires understanding the full spectrum of differentiated investment approaches. Woodbridge Wealth is excited to be an exhibitor at this year's event.

Build a Successful Investment Advisory Practice

This conference enables financial advisers, investment advisers, money managers, wealth managers, trust officers, and retirement plan advisers to expand their business offerings and enhance relationships with their clients. Alternative investments can play an essential role in client conversations regarding yield, risk, asset allocation, and volatility.

In-Depth Exploration of Alternative Investment Strategies

Session Agenda topics will cover alternative investment options such as middle-market private equity, liquid alternative mutual funds, MLPs, BDCs, emerging market debt, distressed credit, and '40 act funds. Also included will be ideas on how to handle client conversations, potential consequences of the Presidential election results, and market overviews. Conference speakers represent a variety of investment experts with extensive alternative investment experience.

Alternative Investments Conference Agenda

DAY ONE | Tuesday, Nov. 15
7:30am - 8:30am: Registration and Continental Breakfast with Sponsors and Exhibitors
8:30am - 8:40am: Opening Remarks and Welcome
8:40am - 9:55am: KEYNOTE SESSION: The Sophisticated Adviser's Playbook for the New World of Investing
9:55am - 10:20am: Networking Break
10:20am - 11:10am: New Frontiers in the Private Company Landscape
11:15pm - 12:15pm: Innovative Income Strategies: From BDC's to Chinese Bonds
12:15pm - 1:15pm: Networking Lunch
1:20pm - 2:20pm: Accessing Private Equity to Address Lower Expected Returns
2:25pm - 3:15pm: Investing for Growth: More Non-traditional Products and Strategies
3:15pm - 3:35pm: Networking Break
3:35pm - 4:25pm: Actively Passive: When Smart Beta Makes Sense
4:30pm - 5:30pm - KEYNOTE SESSION: Investing Under the New President
5:30pm - 6:45pm: Networking Cocktail Reception

DAY TWO | Wednesday, Nov. 16
7:30am - 8:15am: Continental Breakfast with Sponsors and Exhibitors
8:15am - 9:15am - KEYNOTE SESSION: The Search for Yield: Alternative Strategies for Income Investing
9:15am - 9:30am: Networking Break
9:30am - 10:35am - Under the Hood: Evaluating Alternative Strategy 40 Act Funds
10:35am - 11:00am: Networking Break
11:00am - 11:50am: Smoothing the Ride When Volatility Gets Real
11:50am - 12:40pm: Upside Capture and Downside Protection: Too Good to be True?
12:40pm - 1:40pm: Networking Lunch
1:40pm - 2:30pm: Incorporating Alternatives Into Your Practice
2:30pm - 2:45pm: New and Noteworthy Ideas in Alternatives
2:45pm - 2:50pm: Closing Remarks

Alternative Investments Conference Location

The conference is hosted at the JW Marriott in Miami's The Brickell neighborhood. It is located at:

1109 Brickell Avenue, Miami, FL 33131

Mention "InvestmentNews" when calling for reservations to receive the negotiated rate of $229 when booking. The hotel features an in-house Fitness Center, pool, valet parking, high-speed WIFI and on-site restaurants.

For more information please contact:

Suzanne Siracuse

Shannon Murphy

Mary Meagher

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