Featured Speakers

Laurence D. Fink
Laurence D. Fink
Chairman and Chief Executive Officer, BlackRock
Erik Schatzker
Erik Schatzker
Anchor and Editor-at-Large, Bloomberg Television
Russ Koesterich, CFA
Russ Koesterich, CFA
Global Chief Investment Strategist, BlackRock
Kurt Winkelmann, Ph.D.
Kurt Winkelmann, Ph.D.
Managing Director, Head of Risk & Analytical Research, MSCI
Rolf J. Agather, CFA
Rolf J. Agather, CFA
Managing Director, Research and Innovation - Russell Indexes, Russell Investments
Matt Hougan
Matt Hougan
President, Analytics & Publications, IndexUniverse LLC
Raj Seshadri
Raj Seshadri
Global Chief Marketing Officer for iShares, BlackRock
David Garff
David Garff
President and Chief Investment Officer, Accuvest Global Advisors
Scott O'Reilly
Scott O'Reilly
Vice President, Investment Capability Management, Fidelity Investments
Jeffrey Rosenberg
Jeffrey Rosenberg
Chief Investment Strategist for Fixed Income, BlackRock
Dennis Stattman, CFA
Dennis Stattman, CFA
Head of Global Allocation – Multi Asset Client Solutions Group, BlackRock
Hollie Fagan
Hollie Fagan
National Sales Director for RIA, BlackRock
Peter Hayes
Peter Hayes
Head of Municipal Bonds Group
Michael Fredericks
Michael Fredericks
Head of US Retail Asset Allocation - Multi-Asset Client Solutions Group, BlackRock
On Demand Sessions

Earn up to 6 CE credits! Click here for more information.

Presentations and resources from this conference will be available through March 2014.

TIME (PT) SESSIONS
7:30 – 8:00AM Welcome & Login
8:00 – 8:50AM

Insights from the CEO

Featuring: Larry Fink, Chairman & CEO, BlackRock

Erik Schatzker, Anchor and Editor-at-Large, Bloomberg Television

 (Eligible for 1.0 CIMA and CFP Continuing Education Credit)

8:50 – 9:00AM Break
Visit the Exhibition Hall to connect with representatives from BlackRock and our Partners!
9:00 – 9:50AM

Seeking Wealth, Managing Volatility*

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

The Pre-Retirement Opportunity

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

Breaking Bad Behaviors
(9:00 - 9:20AM)

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

What You Need to Know About Social Security
(9:20 – 9:45AM)

9:50 – 10:00AM Break
Visit the Exhibition Hall to connect with representatives from BlackRock and our Partners!
10:00 – 10:50AM

The Year Ahead: Unveiling BlackRock’s 2014 Investment Outlook

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

11:00 – 11:50AM Top Tools & Resources*

Find New Sources of Income

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

Rethink Your Bonds
(11:00 – 11:25AM)

What Investors Are Thinking
(11:25 – 11:45AM)

11:50 – 12:00PM Break
Visit the Exhibition Hall to connect with representatives from BlackRock and our Partners!
12:00 - 12:30PM The New Models* Equity Sectors: Essential Building Blocks for Portfolio Construction
What You Need to Know About ETFs
12:30 – 1:00PM

Keep More of Your Money*

(Eligible for 1.0 CIMA and CFP Continuing Education Credit)

Strengthen Your Core
1:00 – 1:15PM Ask Russ
Chat live with Russ Koesterich
1:30PM Conference Closes.  Presentations available on-demand.

*Sessions marked with an asterisk are designated for Financial Professionals Only


Session Descriptions

7:30 - 8:00AM
Welcome & Login

We invite you to visit our partners in the Exhibition Hall, download important tools and resources in the Resource Center.  Investment professionals may also mingle with peers in the Networking Lounge.      


8:00 - 8:50AM
Insights from the CEO
(Eligible for 1.0 CIMA and CFP Continuing Education Credit)


Featuring:
Larry Fink
, Chairman & Chief Executive Officer, BlackRock
Erik Schatzker, Anchor and Editor-at-Large, Bloomberg Television

BlackRock Chief Executive Larry Fink offers his perspective on today’s – and tomorrow’s – markets, policy and regulation. 


8:50 - 9:00AM
Break


9:00 - 9:50AM
Seeking Wealth, Managing Volatility
(For Investment Professionals only) (Eligible for 1.0 CIMA and CFP Continuing Education Credit)

Featuring:
Michael Trudel, CFA, JD, Managing Director, Multi-Asset Client Solutions Group, BlackRock
Dennis Stattman, Ph.D., Head of Global Asset Allocation - Multi-Asset Client Solutions Group, BlackRock

Kurt Winkelmann, Ph.D., Managing Director, Head of Risk & Analytical Research, MSCI

Most investors still need growth in their portfolios, even though many are as risk averse as they were in the wake of the financial crisis. How should you be balancing your clients’ growth goals with their desire for a smooth ride?


9:00 - 9:50AM
The Pre-Retirement Opportunity
(Eligible for 1.0 CIMA and CFP Continuing Education Credit)


Featuring:
Tony Mastrogiorgio, Editor, DCFocus Magazine, BlackRock
Chip Castille, Head of US & Canada Defined Contribution Group, BlackRock

What are the investment implications in a world where more people are living retirements that last 20 years or longer?


9:00 - 9:20AM
Breaking Bad Behaviors
(Eligible for 1.0 CIMA and CFP Continuing Education Credit when combined with “Keep More of Your Money”)


Featuring:
Ann Challis, Director, Self-Directed Investor Marketing, BlackRock
Nelli Oster, Ph.D., Director, Multi-Asset Strategies Group, BlackRock

Behavioral finance has revealed how our biases often harm our investment outcomes. What are the most common mistakes, and how can you overcome them?


9:20 - 9:50AM
What You Need to Know About Social Security
(Eligible for 1.0 CIMA and CFP Continuing Education Credit)


Featuring:
Mike Bailey, National Sales Advisor – Wealth Advisory, BlackRock
Rob Kron, Head of Investment & Retirement Education, BlackRock

Get a quick education on how Social Security benefits will affect your client’s portfolio and investment goals.


9:50 - 10:00AM
Break


10:00 – 10:50AM
The Year Ahead: Unveiling BlackRock’s 2014 Investment Outlook
(Eligible for 1.0 CIMA and CFP Continuing Education Credit)


Featuring:
Mike Bitterly, Head of Wealth Management, BlackRock
Peter Hayes, Head of Municipal Bonds Group
Russ Koesterich, Global Chief Investment Strategist, BlackRock
Jeff Rosenberg, Chief Investment Strategist for Fixed Income, BlackRock

What’s really in store for 2014? Our experts assess likely scenarios and investment implications. 


10:50 – 11:00AM
Break


11:00 – 11:50AM
Top Tools and Resources
(For Investment Professionals only)

Featuring:
Madeleine Sinclair, US COO of iShares Wealth Advisory, BlackRock
Carolyn Barnette, CFA, Investment Management Consultant, BlackRock
Jennifer Kirchhof, Investment Management Consultant, BlackRock
Ryan Sullivan, Investment Management Consultant, BlackRock

This session highlights top portfolio allocation tools and resources advisors are using to combat rising rates and build a solid foundation.


11:00 – 11:50AM
Find New Sources of Income
(Eligible for 1.0 CIMA and CFP Continuing Education Credit)


Featuring:
Michael Fredericks, Head of US Retail Asset Allocation - Multi-Asset Client Solutions Group, BlackRock
Hollie Fagan, National Sales Director for RIA, BlackRock
Patrick Nolan, Director, Multi Asset Strategies Group, BlackRock

The hunt for stable and additional sources of income continues in a low rate, uncertain world. Our panelists examine where investors should look in the New Year.


11:00 – 11:25AM
Rethink Your Bonds

Featuring:
Mike Bitterly, Head of Wealth Management, BlackRock
Jeff Rosenberg, Chief Investment Strategist for Fixed Income, BlackRock
Matt Tucker, CFA, Head of iShares Fixed Income Strategy – Americas, BlackRock

How will Federal Reserve policy and other developments affect fixed income in 2014, and how can bond investors protect and grow their portfolios?


11:25 – 11:50AM
What Investors Are Thinking
(For Investment Professionals only)

Featuring:
Hollis Shoor, Head of Global Client Insights, BlackRock
Joe DeVico, National Sales Manager – Private Client Group, BlackRock
Raj Seshadri, Global Chief Marketing Officer for iShares, BlackRock

This session explores the results of recent studies of what investors are looking for from their advisors.


11:50 – 12:00PM
Break


12:00 – 12:30PM
The New Models
(For Investment Professionals only)

Featuring:
Daniel Morillo, Ph.D., Head of Research & Co-Head of Model Portfolio Solutions Business, BlackRock
Russ Koesterich, Global Chief Investment Strategist, BlackRock
David Garff, President and Chief Investment Officer, Accuvest Global Advisors

Our panel surveys comprehensive asset-allocation models to target yield, diversify income and manage risks.


12:00 – 12:30PM
Equity Sectors: Essential Building Blocks for Portfolio Construction

Featuring:
Keith VanOrden, Director, Head of Partner Relationships & Engagement, Fidelity Investments, BlackRock
Scott O'Reilly, Vice President, Investment Capability Management, Fidelity Investments

We discuss why a sector based framework is critical to consider in building an allocation to equities.


12:00 – 12:30PM
What You Need to Know About ETFs

Featuring:
Ann Challis, Director, Self-Directed Investor Marketing, BlackRock
Dodd Kittsley, CFA, Global Head of ETP Research, BlackRock

iShares’ Dodd Kittsley explains how to select the best ETFs to meet your individual and collective portfolio goals.


12:30 – 1:00PM
Keep More of Your Money
(For Investment Professionals only; Eligible for 1.0 CIMA and CFP Continuing Education Credit when combined with “Breaking Bad Behaviors”)

Featuring:
Chad Terry, CFP, Head of Investment & Retirement Education, BlackRock

The session focuses on new tax and estate-planning rules and how they’ll affect client portfolios.


12:30 – 1:00PM
Strengthen Your Core

Featuring:
Patrick Dunne, Head of Global Markets & Investments, BlackRock
Matt Hougan, President, ETF Analytics, Global Head of Editorial, IndexUniverse
Rolf J. Agather, CFA, Managing Director of Research & Innovation, Russell Indexes, Russell Investments

This session discusses how to maximize your clients’ core holdings while also minimizing their portfolio costs.


 1:00 – 1:15PM
Ask Russ

Chat live with Russ Koesterich!


1:30 pm PST
Conference Closes – Presentations Available On-Demand

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