Dan Allison  The Money Code founder Dan Allison dedicated his early career to the mental health industry with a focus in behavioral psychology. After achieving Master’s level education in the field, he sold a successful chain of behavioral health clinics and moved into the financial services industry. Dan used his knowledge of human behavior and business to create a successful system involving the integration of focus groups into his business models.

Dan Allison  The Money Code founder Dan Allison dedicated his early career to the mental health industry with a focus in behavioral psychology. After achieving Master’s level education in the field, he sold a successful chain of behavioral health clinics and moved into the financial services industry. Dan used his knowledge of human behavior and business to create a successful system involving the integration of focus groups into his business models.

Max Bolka  27-year veteran ofthe financial services industry. After three years in the Investment Banking business from 1982·85, Max started his own Nationwide Financial Consulting and Investment Services finn, conducting hundreds ofdynamic & motivating financial seminars from New York to Hawaii and abroad. Track A4 – The 10 Big Questions Every Client Is Thinking, Even If They Don’t Ask & Coping with Bear Market Uncertainties. What to Tell Clients Now. 2 CFP / 2 CPA

Max Bolka  27-year veteran ofthe financial services industry. After three years in the Investment Banking business from 1982·85, Max started his own Nationwide Financial Consulting and Investment Services finn, conducting hundreds ofdynamic & motivating financial seminars from New York to Hawaii and abroad. Track A4 – The 10 Big Questions Every Client Is Thinking, Even If They Don’t Ask & Coping with Bear Market Uncertainties. What to Tell Clients Now. 2 CFP / 2 CPA

Peter M. Budko Chief Investment Officer Mr. Budko is responsible for structuring ARC’s most complex transactions; LBOs, sale-leasebacks and JVs. He has experience and intimate knowledge of structured finance, credit analysis, and the net lease space.  Mr. Budko has over twenty (20) years of experience within net lease, single tenant real estate, as both a principal and as an advisor. Track A6 - Real Estate: Is Now the Right Time To Invest?

Peter M. Budko Chief Investment Officer Mr. Budko is responsible for structuring ARC’s most complex transactions; LBOs, sale-leasebacks and JVs. He has experience and intimate knowledge of structured finance, credit analysis, and the net lease space.  Mr. Budko has over twenty (20) years of experience within net lease, single tenant real estate, as both a principal and as an advisor. Track A6 - Real Estate: Is Now the Right Time To Invest?

David A. Gresham An Attorney, Chartered Life Underwriter, and Chartered Financial Consultant, Dave is Advanced Markets Analysis Manager with OneAmerica Financial Partners in Indianapolis, Indiana.  He provides support to a national field force with estate planning, retirement planning, business planning, and technical issues involved with product sales.  Track A3 - The Pension Protection Act of 2006: Discussion of Tax Free Withdrawals from Non-Qualified Annuities

David A. Gresham An Attorney, Chartered Life Underwriter, and Chartered Financial Consultant, Dave is Advanced Markets Analysis Manager with OneAmerica Financial Partners in Indianapolis, Indiana.  He provides support to a national field force with estate planning, retirement planning, business planning, and technical issues involved with product sales.  Track A3 - The Pension Protection Act of 2006: Discussion of Tax Free Withdrawals from Non-Qualified Annuities

Dr. David Kelly, CFA Managing Director Chief Market Strategist JPMorgan Funds Dr. David Kelly is the Chief Market Strategist for JPMorgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the markets to thousands of financial advisors and their clients.

Dr. David Kelly, CFA Managing Director Chief Market Strategist JPMorgan Funds Dr. David Kelly is the Chief Market Strategist for JPMorgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the markets to thousands of financial advisors and their clients.

MICHAEL E. KITCES MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL,CWPP™,  is the Director of Financial Planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees approximately $600 million of client assets. In addition, he is the publisher of the e-newsletter "The Kitces Report" and the blog Nerd's Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.  Track B2 - Evaluating Existing Deferred Annuities. Track B3 - Cutting Edge Tax Planning Developments & Opportunities.

MICHAEL E. KITCES MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL,CWPP™,  is the Director of Financial Planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees approximately $600 million of client assets. In addition, he is the publisher of the e-newsletter "The Kitces Report" and the blog Nerd's Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.  Track B2 - Evaluating Existing Deferred Annuities. Track B3 - Cutting Edge Tax Planning Developments & Opportunities.

Patrick Kuhse Mr. Kushe is an international speaker, trainer and and writer on the subject of ethics.  2 CFP / 2 INS Track A1 - Speaking of Ethics

Patrick Kuhse Mr. Kushe is an international speaker, trainer and and writer on the subject of ethics.  2 CFP / 2 INS Track A1 - Speaking of Ethics

Brian LoDestro, CFA Vice President and Portfolio Advisor Retail Product Management Prudential Fixed Income Management Track A5—Overview of Fixed Income Markets

Brian LoDestro, CFA Vice President and Portfolio Advisor Retail Product Management Prudential Fixed Income Management Track A5—Overview of Fixed Income Markets

Marilyn Morenz, RN, BSN, CHPN Graduate from New York University School of Nursing and worked in Oncology before joining Hospice & Palliative Care Charlotte Region (Hospice at Charlotte) in 1985.  While with the organization, she has been a Staff Nurse, Director of Admissions, Supervisor for the long term care nurses, and currently holds the position of Education & Resource Manager.  Track B1 - Enhancements in Advanced-Care Planning

Marilyn Morenz, RN, BSN, CHPN Graduate from New York University School of Nursing and worked in Oncology before joining Hospice & Palliative Care Charlotte Region (Hospice at Charlotte) in 1985.  While with the organization, she has been a Staff Nurse, Director of Admissions, Supervisor for the long term care nurses, and currently holds the position of Education & Resource Manager.  Track B1 - Enhancements in Advanced-Care Planning

Jason R. Vaillancourt, CFA Senior Vice President Putnam Mr. Vaillancourt is a Senior Vice President and Investment Strategist in the Global Asset Allocation Group. He is responsible for the research that drives the top-down views of GAA portfolios, including asset class, region, and sector decisions. Track B4 - Rethinking Portfolio Construction with Absolute Return

Jason R. Vaillancourt, CFA Senior Vice President Putnam Mr. Vaillancourt is a Senior Vice President and Investment Strategist in the Global Asset Allocation Group. He is responsible for the research that drives the top-down views of GAA portfolios, including asset class, region, and sector decisions. Track B4 - Rethinking Portfolio Construction with Absolute Return

Sanjay Yodh Managing Director, Alternative Strategies, Rydex Sanjay is a senior member of Rydex’s investment committee and provides strategic leadership in product development, marketing and distribution of the firm’s alternative product line. His responsibilities encompass the full breadth of the firm’s alternative products, including shaping Rydex’s alternative investment product suite, conceptualizing and launching new alternative investment products and introducing institutional-style strategies to the retail marketplace.  Track A2 - Implementing Alternative Strategies

Handout Format Full Size Slides

Sanjay Yodh Managing Director, Alternative Strategies, Rydex Sanjay is a senior member of Rydex’s investment committee and provides strategic leadership in product development, marketing and distribution of the firm’s alternative product line. His responsibilities encompass the full breadth of the firm’s alternative products, including shaping Rydex’s alternative investment product suite, conceptualizing and launching new alternative investment products and introducing institutional-style strategies to the retail marketplace.  Track A2 - Implementing Alternative Strategies

Handout Format Full Size Slides