Sessions

2019 Sessions

Day 1
26 Sep 2019
07:00-08:00

Check-In and Continential Breakfast

Macro Outlook: Key Themes, Risks and Opportunities

This presentation will explore some of the key themes currently impacting the economy and markets....
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Kristina Hooper, CFP®, CAIA, CIMA®, ChFC®
09:20-10:10

Break

Cyber Security

Andrew Besmer, Ph.D.
10:10-10:30

Break

Elder Care Panel

Stratford N. Kiger, JD, CFP
11:20-11:40

Break

♫ If You Are Happy About The New Tax Act, Clap Your Hands ♫

The Tax Cuts and Job Act (TCJA) has many provisions that make people happy and...
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Sandi Thorman, CPA
12:30-12:30

Lunch

Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement

In the early days, reverse mortgages were generally treated as a last resort option after...
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Wade Pfau, Ph.D., CFA
14:20-14:40

Break

15:30-15:45

Break

Managing Fixed Income for Absolute Returns in an Uncertain Environment

During this presentation, Eddy Vataru, lead portfolio manager of the Osterweis Total Return Fund (OSTRX),...
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Eddy Vataru, CFA
16:35-16:45

Break

Building Better Portfolios: Misbehavioral Finance

In our view, short-term market events and the emotions they can trigger should not drive...
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Izabella Goldenberg, CFA
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