Jun 8 2022 10:00AM
Morning Keynote: Trading Tech: Doing more with Less
Learn how technology can help your practice operate more efficiently and effectively. This panel discussion will explore some of the hottest topics in trading tech today: Direct Indexing, Household Level Rebalancing and Model Market Places. (No CFP CEU)
Presented by Orion, SmartLeaf, Advyson and moderated by Charles Failla.
Fixed Income Investment Director
Capital Group | American Funds
Jun 8 2022 11:00AM
Morning Breakout 1: Fixed Income
How are you adding fixed income to portfolios in this rising interest rate market? This session will provide recommendations on how to hedge the current market environment.
Presented by Capital Group
Business Development Officer
Bitwise Asset Management
Jun 8 2022 11:00AM
Morning Breakout 2: A Professional Investor's Guide to Bitcoin, Blockchain, and Crypto
Financial professionals are questioning whether current trends can continue and if now is the time to add crypto to client portfolios. In this presentation you will learn the three major technological improvements that Bitcoin and blockchain enable and what advisors should consider if adding crypto exposure to portfolios.
Presented by Bitwise
CT Depart. of Economic and Community Development
Jun 8 2022 12:15PM
CT State of the Union
The Commissioner of the Connecticut Department of Economic and Community Development will give an economic update on the health of Connecticut’s economy.
Jun 8 2022 12:30PM
Luncheon Keynote: Active vs. Passive Investing
Investors have been debating the merits of active vs. passive investing for decades – and it is still one of the industry’s most widely contested topics. Hear from two of the largest money management firms in the world as they debate the merits of each side.
Presented by Blackrock and Goldman Sachs
Dimensional Fund Advisors
Jun 8 2022 1:30PM
Afternoon Breakout 1: Equity Research Roulette
This session will take a closer look at new research and thought leadership in the equity space focused on topics of interest to many investors, including the role that dominant stocks atop the market have over time and a look at whether or not macroeconomic signals predict stock returns.
Presented by Dimensional Funds
Jun 8 2022 2:30PM
Afternoon Keynote: Beyond Covered Calls: Strategies for hedging your portfolio
This session will explore various strategies and solutions for hedging your client portfolios. In addition to covered calls, the panel will do a deep dive into such topics as short puts, collars, structured ETFs, and more.
Presented by First Trust and SpiderRock
Moderated by Chuck Failla