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Less Than Two Weeks Away!

Enhanced Indexing Summit at Morningstar Chicago 2010


On June 14, join twenty-four of the industry's top indexing
experts at a special complimentary event in Morningstar's
Chicago amphitheatre on outperforming your benchmarks
in these volatile capital market conditions.
Click on: www.EnhancedIndexing.eventbrite.com

Enhanced Indexing Summit -- Free for Wealth Managers


CHICAGO -- Monday, June 14, 2010
at the Morningstar Amphitheatre
JOIN 24 of the top experts in the wealth management world for a COMPLIMENTARY, first-of-its-kind event.
Financial advisors, family offices and wealth managers with at least $100 million in AUM are invited to attend this
exclusive full-day summit on the latest, cutting-edge strategies to outperform your benchmarks. All at no cost.

CitiFirst, PowerShares, Standard & Poor's, Morningstar, Barclays Capital, JP Morgan, IndexIQ, LPL, Wells
Fargo, Deutsche Bank, Options Industry Council, CBOE, BNP Paribas, Montreal Options Exchange and more.

For more details or to register, go to: EnhancedIndexing.eventbrite.com


A Pomegranate Ventures special event.
Enhanced Indexing Summit at Morningstar Chicago 2010
===================================
Preliminary Agenda (subject to change) Hosting Sponsor:
June 14, 2010 Morningstar
Morningstar Amphitheatre
8:00 -- 9:00 AM 22 West Washington Street
REGISTRATION Chicago, IL 60602
9:00 - 9:30 AM
INTRODUCTORY PANEL – Platinum Sponsors:
The New Paradigm of Modern Portfolio Theory • CitiFirst
(The Future of Asset Allocation) • Invesco PowerShares
• Standard & Poor's
9:30 - 10:15 AM • Options Industry Council
THE FUTURE OF INDEXING -- Dynamic, Algorithmic, Rules Based
…But Does It Beat Active Equities and Fixed Income Management? With Presentations By:
Barclays Capital
10:15 - 11:00 AM BNP Paribas
ENHANCED EXCHANGE-TRADED PRODUCTS: CBOE
ETFs, ETNs, and Funds with Something Extra Diversified Trends Indicator
IndexIQ
11:00 - 11:15 AM LPL
MORNING BREAK MarkIt
TMX - The Montreal Exchange
11:15 AM - 12:00 PM NASDAQ
THE CASE FOR STRUCTURED INVESTMENTS: Propel Capital
Wealth Management's Best-Kept Secret For Enhanced Returns Retirement Income Association
Wells Fargo
12:00 – 12:45 PM WisdomTree
LEVERAGED AND INVERSE STRATEGIES: The State of Play . . . and more to be announced.

12:45 - 1:45 PM Confirmed Attendees:


LUNCH and SPEED NETWORKING Alpha Financial Technologies LLC
WITH THE EXPERTS Brookstone Capital Management
Cantor Fitzgerald
1:45 - 2:30 PM Chicago Investment Group
LISTED OPTIONS ENHANCEMENT -- Dignitas
Strategies to Outperform Indexes Using Puts and Calls Halliday Financial Group
Icarus Investments
2:30 -- 3:15 PM Lifetime Financial Group, Inc.
COMMODITIES STRATEGIES: The New Generation of Index-Based Lockwood Advisors, Inc.
Exposure Mako Financial Markets
MetLife
3:15 - 4:00 PM MFS WealthCare
PRINCIPAL PROTECTION: The Next Big Thing in Index-Based Portfolio Morgan Stanley Smith Barney
Management? Northern Trust Company
Northwestern Mutual
4:00 PM - 5:15 PM Peachtree Asset Management
Roundtable: THE NEW “SUPER STRATEGIES” and How to Access Them Plante Moran Financial Advisors
-- currencies Price Asset Management, Inc.
-- managed futures ProManage, LLC
-- inflation and volatility as asset classes Quandary Concepts Inc.
RPGroup
5:15 - 6:30 PM Scotia Capital
COCKTAIL RECEPTION Stonewall Management
Summit Wealth Mgt.
Media Partners: Institutional Investor Newsletters / Prospect News UBS
Uhlmann Price Securities . . . and more.

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