Day 1 Opening Remarks

The Role of Performance and Track Record in Subadvisor Selection

• Examine historical performance data and its influence on gaining mandates
• Discuss the importance of consistency in outperforming benchmarks
• Learn how to present rolling returns and risk-adjusted performance metrics in a way that resonates with selectors

Margaret M. Samuel, President, Portfolio Manager

Enriched Investing

Sari J. Mayer, CAIA, Director of Marketing and Investor Relations

Global Credit Advisers, LLC

Opportunities in Fixed Income and Structured Credit

• Explore the potential in emerging market debt and high-yield bonds within structured credit
• Learn how to navigate liquidity risks associated with fixed income products
• Discuss how to leverage structured credit to enhance yield and manage duration in a diversified portfolio

Sunita Advaney, Director, National Accounts

Principal Asset Management

Eivind Lorgen, Chair Emeritus

Investor Advisory Group (SASB / ISSB)

AI-Driven Portfolios and Personalization: The Future of Asset Management

• Understand the integration of AI in personalized wealth management, creating tailored investment solutions based on client-specific data
• Discuss how AI tools are automating the rebalancing of portfolios to maintain target risk profiles
• Identify how machine learning algorithms are being used to predict market movements

Navigating Volatility: Structured Products, Carry Trades, and Market Dynamics

• Learn how to hedge against sudden spikes in volatility
• Explore the impact of central bank policies on carry trade profitability and market volatility
• Identify strategies to capitalize on dislocations in carry trade strategies during market corrections

Dmitri Smolansky, Portfolio Manager

SECOR Asset Management

Asset Allocation Strategies: Best Ideas from Top Managers

• Discover how leading managers are positioning portfolios in response to macroeconomic shifts
• Examine the use of factor-based strategies such as momentum and value in optimizing asset allocation
• Understand the role of tactical asset allocation in capturing short-term opportunities while managing long-term risk

Matthew Tuttle, CEO, CIO

Tuttle Capital Management, LLC

Kevin D. Mahn, President and Chief Investment Officer

Hennion & Walsh Asset Management

Michael Roberts, Founder

Roberts Capital

Personalization at Scale: Customizing Portfolios for Diverse Client Needs

• Understand the use of direct indexing to create personalized portfolios that align with individual client preferences
• Discuss the challenges associated with scaling personalized advice while maintaining compliance with fiduciary standards
• Identify the role of data aggregation and analytics in enhancing client engagement and retention

Benjamin Nye, CFA, Chief Investment Officer

Narwhal Capital Management

Closing Remarks