Global Conference 2011

The market volatility of the past few years has given the financial services community an urgent new focus on risk management. From the home office to the end product, risk management is having a profound influence on the industry's structure as well as the solutions provided to clients. The institutionalization of risk management is resulting in the application of strategy mitigation tactics across the financial services spectrum. Major firms now look beyond diversification in favor of alternative investments and customized and structured solutions as the preferred tools for managing risk. In this panel, we will discuss how the major providers of wealth advice are not only implementing structural risk management practices at the firm level but also in their clients' portfolios.

Moderator

Jon Najarian

Co-Founder, optionMonster.com

Speakers

Jim Lenz

Chief Credit and Risk Officer, Wells Fargo Advisors

John Moninger

Executive Vice President, Advisory and Brokerage Consulting Services, LPL Financial

David Morton

Chief Research Officer and Co-Chief Investment Officer, Foxhall Capital Management

Colbert Narcisse

Chief Operating Officer, Global Investment Strategies and Solutions Group, Morgan Stanley Smith Barney


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