Conferences

Financial Planning Association Annual NorCal Conference (June 2010)

The Bedrock Team attended this two-day conference held at the Palace Hotel in San Francisco.

Highlights:

  • Who Put the Monkey in the Driver's Seat? – Dan Ariely, Behavioral Economist, Best Selling Author
  • Navigating the Fixed income Landscape – Mathew Tucker, CFA
  • Balancing Risk in Retirement – Dr. Stephen Huxley, PhD.
  • Incorporating Alternatives in Your Investment Strategy – Deb Wetherby, CFA, CFP®
  • Linking Cash Flow Management and Life Planning – Amy Mullin
  • MPT and Multi-Asset Class Investing: Is it Enough for 30 years of Retirement? – Paula Hogan, CFA, CFP®
  • Multi-Generational Planning: How to Preserve Family Wealth and Unity – Rod Zeeb, JD, CWC

Fidelity Inside Track Conference (May, 2010)

Joel and Eric attended this conference held at the Ritz Carlton Hotel in San Francisco.

Highlights:

  • Insights on the State of the Market – Jurrien Timmer provided his perspective on the many factors that can affect the capital markets and the economy.
  • Quantitative Equity – The financial crisis brought into sharp relief the importance of a solid economic rationale within quantitative strategies. Eric Goodbar examined what went wrong with quantitative strategies in 2007 and 2008 and asked the question: Can quantitative strategies add alpha post crisis? What factors will be important going forward in quantitative models?
  • Leadership Secrets of the World's Most Effective Survivors and Thrivers – Ben Sherwood explored the essential leadership lessons of men and women who have faced extraordinary adversity and managed to triumph. From business to sports to science, Mr. Sherwood revealed the hidden side of leadership in extreme situations.
  • Compliance and Regulatory Update-Brian Hambuger – Founder and Managing Director of MarketCounsel
  • Social Media: Marketing the New-Fashioned Way – Kristen Kristen Luke from Wealth Management Marketing

The Second Annual SkyBridge Alternatives (SALT) Conference (May 2010)

Joel and Eric attended the second annual SkyBridge Alternatives (SALT) Conference took place May 19-21, 2010 at Bellagio in Las Vegas, Nevada. The Conference provided an unmatched opportunity to connect with global leaders and network with industry peers. Over three days, speakers and attendees from around the world discussed prevailing issues as well as investment ideas and strategies within the context of a dynamic economic environment.

Highlights:

  • Keynote Speakers included: President Bill Clinton, Governor Mitt Romney, Michael Milken – The Milken Institute, General Peter Pace – General, United States Marine Corps (Ret.)
  • Featured Panelists and speaker: Bill Thomas, Former Chairman – Ways and Means Committee, United States House of Representatives (2001–2006), Austan Goolsbee, Staff Director & Chief Economist, President's Economic Recovery Advisory Board and Member, Council of Economic Advisers, Paul L. Kasriel, Senior Vice President & Chief Economist, Northern Trust, Nouriel Roubini, Co-Founder & Chairman, Roubini Global Economics and Professor of Economics, New York University's Stern School of Business, Jeremy Siegel, Professor of Finance, The Wharton School, David Faber, Anchor & Reporter, CNBC, Maria Bartiromo, Host of "Closing Bell" & Host/Managing Editor of "Wall Street Journal Report", CNBC, Reggie Jackson, Special Advisor to the New York Yankees & Director, Lon Kruger, Coach of the UNLV Runnin' Rebels basketball team & Author, Bobby Valentine, Former Manager of New York Mets and ESPN Analyst
  • Sessions included:
    • Asset Allocation & Investment Strategies of 2010 & Beyond
    • Brave New World: the Current State of the Alternative Investment Industry
    • Washington & Wall Street: The New Regulatory Regime
    • Unprecedented Times – Unprecedented Opportunities
    • Forecasting Recovery: A Macro-Economic View of What Lies Ahead

2010 "T3" Technology Tools for Today Conference (February 2010)

Joel attended the Technology Tools for Today Conference, now known as the T3 converence at Torrey Pines in La Jolla, CA. The conference set records for attendance—for exhibitors as well as advisors.

Highlights:

  • Don't Throw Away Your Financial Plan–System integration & processing power is everywhere
  • Cloud computer
  • What's new in rebalancing software
  • Social Media Trends & Opportunites
  • I Bought This Fancy CRM System–Now What?

East Bay Association of Enrolled Agents Tax Talk 2009

Lois attended the Fall Tax Update conference in November, 2009.

Highlights:

  • Representation and Reducing IRS Penalites
  • Retirement Update–New Laws for 2009 and 2010
  • Ethics
  • Sole Proprietor and Business Entities–Is it time to incorporate, The S-Corp K-1, and Corporation Liquidations
  • Federal and California Update–New Legislation, Cases, Regulations, Rulings and Other Developments