Wealth Management Conference Registration Wealth Management Conference RSVP Name*Email Address*Will you be attending the conference?*YesNoNumber attending the Conference*12Not attendingEvent Details Thursday, September 28th 1:00-1:30 - Registration 1:30-5:00 - Speakers Mark Peiler, CFA Chief Investment Officer, BNC National Bank – Active Investing: Opportunities for Today's Unconventional Investors The movement from active to passive funds was nearly $500 billion in the first half of 2017. The shift over the last ten years is approaching $3 trillion. Passive funds buy stocks based on the indexes they track, ignoring fundamentals. Unfortunately, the crowd is herding into passive investments at market valuations that have historically resulted in low future returns. Passive “diversification” without diligence affects the valuation of good and bad businesses. Fortunately, it creates opportunities for investors who are willing to ignore the crowd and focus their equity investments on solid businesses at attractive valuations. Dick Pfister, CAIA President and CEO, AlphaCore Capital Many opportunities look enticing—tech stocks, yield plays, short volatility—each opportunity carrying its own song, and each with the potential to bring the reckless portfolio investor to shipwreck. Dick Pfister, CEO of AlphaCore Capital, will discuss how you can position your portfolio to protect, but also grow, in the coming years. Brandon Smith, CFA, CAIA Portfolio Analyst, Boston Partners – Finding Alpha with Active Managers through Long/Short Investing Many investors are convinced that alpha has disappeared from U.S. equity markets and prefer to use passive investment tools such as ETFs to gain broad exposure to these markets. The problem with this approach is that it gives up any chance of outperformance and ignores the fact that alpha potential does exist. Brandon Smith of Boston Partners will walk us through their time-tested approach to generating alpha both on the long and short sides of the portfolio. 5:00-7:00 - Dinner/SocialPlease enter the number showing in the image in the box below before submitting this form.