Managing Director, Clark Strategic Partners
2007 Recipient of the Nobel Peace Prize
along with his colleagues of United Nations Intergovernmental Panel on Climate Change (UNIPCC)

• Introduction to Real Assets
• Where do Real Assets fit into your portfolio?
• China, India and Brazil: the importance of emerging economies to the Real Asset investor
• Which long-term investment strategies are most compelling for real assets?

Moderator:
CIO, Raire Family Office

Panelists:
Partner, Director of Private Markets, MERCER
Portfolio Manager - Global Real Estate, CALPERS

• China, India, Brazil: investment success stories from developing nations
• Combining asset classes: creative ways to make the most of your property
• Is there still opportunity in distressed properties?
• Direct Investment: old-fashioned alternative or the wave of the future?

Moderator:
Portfolio Manager, PrideCo Capital Management (MFO)

Panelists:
Consultant, Hewitt Ennis Knupp
President, CWS CAPITAL PARTNERS LLC
Partner & Executive Vice President, Real Estate Capital Partners
Capital Markets, EQUITY WEST CAPITAL

• An extended floor in commercial aircraft values is creating an arbitrage opportunity for investors in the mature aircraft space
• Learn how aircraft teardowns have historically provided predictable liquidity exits and attractive returns
• Understand the industry factors that are attracting capital to this sector

Managing Director, Apollo Aviation Group

• Thanks to a huge population increase and the rise of the Chinese middle class, the commodities market is in the middle of a boom. How can investors benefit, and what are the risks?
• A practical guide to investing in commodities
• Importance of portfolio diversification, negative correlation, and the use of commodities as an inflation hedge
• What are the capacity constraints in the commodity markets?
• How investors can gain access to the commodity markets

Moderator:
Senior Advisor, GenSpring Family Offices (MFO)

Panelists:
Director of Managed Investments, Kottke Associates
CIO, GREEN VALLEY WEALTH ADVISORS

• Is gold in a bubble?
• Gold investing: Long term fundaentals vs. short term speculation
• Where does gold fit in a well-managed portfolio?

Moderator:
Chairman/CEO, WABAN CAPITAL INC (SFO)

Panelists:
Head of Real Assets, ALBOURNE PARTNERS
Chief Market Strategist, AFE CUSTODIAL COMPANY
Chairman and CEO, REALGOLDX
Vice Chairman and COO, MACIAN WEALTH MANAGEMENT

• Why managed futures?
• Best way to participate
• How different are various funds?
• Understanding Long vs Short
• How to avoid the pitfalls

Moderator:
Trustee, DELRAY BEACH POLICE & FIRE RETIREMENT

Panelists:
Managing General Partner, EAM PARTNERS LP
Managing Partner, SHINNECOCK PARTNERS

• Infrastructure investment in the US and abroad
• Changing infrastructure fund models
• Shifting power in paid partnerships: state vs. federal Government
• Geographic and economic sector diversification

Moderator:
Trustee, SAN MATEO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION

Panelists:
Head of Corporate Development, TORTISE CAPITAL ADVISORS
Portfolio Manager, Global Infrastructure, FORWARD MANAGEMENT
Principal, EQUILIBRIUM CAPITAL

• What role does the housing market play in timberland investing?
• Global demand for timberland investors
• Which emerging timber markets are yielding the highest returns?
• Taking an aggressive approach to forest and land management
• Braving the lockup periods

Moderator:
Treasurer, TRISKELES FOUNDATION

Panelists:
Senior Analyst, Real Assets, ALBOURNE PARTNERS LIMITED
Head of Institutional Plantation Sales, TFS CORPORATION LTD
Chief Executive Officer, Timbervest, LLC

• Sustainable Agriculture
• The future of global agriculture
• Finding profitable investments along the supply chain
• Measuring agricultural investment risk In developing nations
• Vineyards as an asset class

Moderator
Former Chairman, New Orleans Municipal Employees' Retirement System

Panelists
Founder & Managing Principal, Premier Pacific Vineyards
Portfolio Manager, SUMMIT WATER DEVELOPMENT GROUP LLC

• Distressed residential, hotel, office and retail properties
• Multifamily properties: where are the distressed opportunities in rentals and condos
• Due diligence best practices
• Navigating taxes and regulatory environment

Moderator:
Founder, Chairman, Drever capital management

Panelists:
CEO, ROGERS REALTY ADVISORS LLC
Managing Director, SIGULER GUFF
Fund Manager, LANDSMITH LP

• Assessing the deal structure
• Creating fair and balanced partnership arrangements
• Negotiation points & terms
• The importance of an alignment of interests
• Benefits of multi asset class managers

Moderator:
President, Board of Trustees, CITY OF AURORA POLICE MONEY PURCHASE PENSION PLAN

Panelists:
CAIA, Vice President, CALLAN ASSOCIATES
Director of Risk Allocation, WURTZ & ASSOCIATES
Vice President, PENSION CONSULTUING ALLIANCE

• The inevitability of population growth and demand for land
• Inflation, stocks and other considerations
• The major markets - where (and if) to buy

Managing Director, Prosperia Land Partners, LLC

• What strategies can investors use to profit from an uneven supply and demand ratio?
• Natural gas prices are low and investors are interested. Where are the opportunities?
• Known resources vs. exploration: pros and cons of each
• Evaluating alternative and renewable energy investments

Moderator:
Treasurer, REDFORD (MI) POLICE & FIREMEN RETIREMENT

Panelists:
Director, PUBLIC CITIZEN'S ENERGY PROGRAM
Co-President, TUDOR, PICKERING, HOLT & CO. & Chief Energy Strategist, TPH Asset Management

Sponsored by:
Avere Equity Advisors LLC

• Understanding Healthcare Dollars in a Market
• Developing Long-term and Profitable Healthcare Delivery in a Market
• Creating Value through Partnering with Physicians

Chairman, Avere Equity Advisors LLC

• GreenTech is an emerging industry: largely underpenetrated and culturally in vogue. What can investors do now to capitalize on the inevitable rise of green technology?
• Making the case for renewables: wind, solar, geothermal and hydroelectric power
• Combining asset classes: the benefits of a GreenTech/Direct Energy partnership
• New energy solutions: How investors can benefit from the challenges of climate change

Moderator:
Founder & Managing Partner, GAIA HUMAN CAPITAL

Panelists:
Associate Executive Director, CLEAN COALITION
Managing Partner, REGUS ADVISORS, INC
President, SCATEC SOLAR NORTH AMERICA INC

• Understanding the global art market
• Emerging art markets in developing nations: How new technology breeds new opportunity
• Rare Stringed Instruments: combining works of art and tools of trade
• Art management strategy

Moderator:
CEO and Founder, ASTON PEARL

Panelist:
Partner, ARTIST RARE INSTRUMENT FUND
Principal, LINN PRESS