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Preliminary Conference Agenda
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Monday,
September 8th
Pre-Conference Seminar |
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Conference
Registration
12:00 p.m. - 6:00 p.m. |
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ZEPHYR
BOOT CAMP (Pre-Conference Seminar)
2:30 p.m. - 5:30 p.m. |
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Speakers:
Lauren Boismier, Client Consultant, Zephyr Associates; Marc Odo, Director of Client
Consulting & Education, Zephyr Associates
What You Will Learn: Participants will learn how to master the
basics of StyleADVISOR and AllocationADVISOR. Zephyr staff will provide detailed
instruction, answer questions and provide one-on-one support.
Who Should Attend: New users and current clients who want to
refresh and expand their knowledge of the program and its capabilities.
What Should You Bring: If you would like to follow along, please
bring a laptop with StyleADVISOR and AllocationADVISOR on it. |
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WELCOME
RECEPTION
6:00 p.m. - 7:30 p.m. |
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Tuesday,
September 9th
2008 Zephyr StyleADVISOR Client Conference, Day 1 |
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Continental
Breakfast & Conference Registration
7:00 a.m. - 8:00 a.m. |
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I.
WELCOME AND OPENING REMARKS
8:00 a.m. - 8:15 a.m.
General Session, All Attendees |
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II.
ZEPHYR SOLUTIONS
8:15 a.m. - 8:45 a.m.
General Session, All Attendees |
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Speaker: Marc
Odo, Director of Client Consulting & Education, Zephyr Associates
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III.
FUTURE SOLUTIONS: WHAT IS NEW IN SA? (7.2, 7.3, 7.4 & 8.0)
8:45 a.m. – 10:00 a.m.
General Session, All Attendees |
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Speaker: Thomas Becker, Ph.D., Senior Software Engineer, Zephyr
Associates
What You Will Learn: Participants will be provided with an overview
of the benefits of new enhancements and improvements in StyleADVISOR 7.2, 7.3
& 7.4. Also, expect a “sneak peak” of the upcoming enhancements
and extended capabilities of StyleADVISOR 8.0. |
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BREAK
10:00 a.m. - 10:15 a.m. |
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IV.(a)
RESEARCH SOLUTIONS: DATA SOLUTIONS
10:15 a.m. – 11:00 a.m.
Concurrent Session, Attendees’ Choice
Grand Sierra C&D |
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Speaker: Mark Daniel, SVP Sales & Product Design, Zephyr
Associates; Michael Drumm, Senior Sales Consultant, Zephyr Associates
What You Will Learn: As long as a StyleADVISOR user has access
to monthly or quarterly returns, any investment can be analyzed. In this session,
we discuss the dozens of additional databases available through Zephyr and illustrate
the what a user can do with the information.
Who Should Attend: Professionals who wish to use the Zephyr programs
to analyze asset classes or products beyond the basic mutual funds and SMAs. |
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IV.(b)
RESEARCH SOLUTIONS: MANAGER SEARCHES
10:15 a.m. – 11:00 a.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Lauren Boismier, Client Consultant, Zephyr Associates
What You Will Learn: StyleADVISOR gives users the ability to
analyze hundreds or even thousands of managers at a time. Participants will learn
techniques for identifying top performers and selecting statistics that are most
relevant to optimize results when conducting a search.
Who Should Attend: Professionals who conduct manager searches
to identify a short list of elite performers. |
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V.(a)
EVERYDAY SOLUTIONS FOR MONEY MANAGERS
11:05 a.m. - 11:50 a.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Marc Odo, Director of Client Consulting & Education,
Zephyr Associates
What You Will Learn: StyleADVISOR has the capability to build
out a story that creates a compelling case as to why an investor should invest
in a particular product. In this session, various ideas will be shared to break
away from the standard 1-year, 5-year and 10-year mindset in presenting performance.
Who Should Attend: Money managers who use StyleADVISOR to distinguish
themselves from their competitors. |
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V.(b)
EVERYDAY SOLUTIONS FOR FINANCIAL ADVISORS
11:05 a.m. - 11:50 a.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Dirk Hobman, Client Consultant, Zephyr Associates
What You Will Learn: The Zephyr programs assist with many stages
of the investment consulting such as process-setting the asset allocation, conducting
searches for top managers and ongoing due diligence of managers. This session
ties all of these elements together in a logical, step-by-step process.
Who Should Attend: Financial advice-givers who would like to
see how all of the various parts of Zephyr fit together to present a complete
solution. |
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LUNCH
11:50 a.m. - 1:00 p.m. |
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VI.
SOLUTIONS SPOTLIGHT
1:00 p.m. – 1:45 p.m.
General Session, All Attendees |
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Speaker:
Guest speaker, TBD
What You Will Learn: |
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VII.
REPORTING SOLUTIONS: AUTOMATION WITH THE CURRENT PACKAGE
1:45 p.m. – 2:30 p.m.
General Session, All Attendees |
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Speaker: Lauren Boismier, Client Consultant, Zephyr Associates;
Dustin Bonnema, Main Street Advisors
What You Will Learn: StyleADVISOR contains the means to push
out both images and values to PowerPoint, Word, or Excel documents. Moreover,
this entire process can be scripted so that once set up, it can occur with the
click of a single button.
Who
Should Attend:
Participants will learn how to use the powerful automation tools that exist within
the basic StyleADVISOR package. |
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BREAK
2:30 p.m. - 2:45 p.m. |
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VIII.(a)
RESEARCH SOLUTIONS: STATISTICS FOR NON-STATISTICIANS
2:45 p.m. - 3:30 p.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Dirk Hobman, Client Consultant, Zephyr Associates
What You Will Learn: Participants will gain an understanding
of the benefits and constraints of statistical analysis, learn how to utilize
the 126 statistics and metrics available in StyleADVISOR and how to create templates.
Who Should Attend: Those seeking a broader understanding of the
statistical analysis, the meaning of individual statistics and how to gain the
most effective use of StyleADVISOR’s statistical analytics. |
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VIII.(b)
RESEARCH SOLUTIONS: RECENT ADVANCES IN MEAN-VARIANCE OPTIMIZATION
2:45 p.m. - 3:30 p.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Thomas Becker, Ph.D., Senior Software Engineer, Zephyr
Associates
What You Will Learn: This session will focus on two recent mathematical
developments in mean-variance optimization (MVO). The first one is the new Zephyr
confidence graph that now accompanies the efficient frontier in AllocationADVISOR.
The second is a generalization of classical MVO, where standard deviation and
expected return are replaced with different measures of risk and return, respectively.
Special attention will be given to the omega measure in relation to MVO.
Who Should Attend: Professionals with an interest in recent mathematical
developments in the area of mean-variance optimization. |
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BREAK
3:30 p.m. - 3:45 p.m. |
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IX.
SOLUTIONS SPOTLIGHT: ZEPHYR AUTOMATION PACKAGE (ZAP)
3:45 p.m. – 4:30 p.m.
General Session, All Attendees |
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Speaker:
Kelly Higgins, Vice President of Sales, Zephyr Associates; Kevin Murch, Senior
Software Engineer, Zephyr Associates; Guest Speaker, Trina Sweet, Manager of Investment
Analytics, DiMeo Schneider & Associates, L.L.C.
What You Will Learn: Zephyr
now offers ZAP, the Zephyr Automation Package, for those seeking a more robust
automation solution than what exists within StyleADVISOR. This add-on utility
takes automation and mass production of reports to the next level.
Who
Should Attend: Professionals
who want to explore a solution that makes the mass production of reports as hands-off
and automatic as possible.
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X.(a)
EVERYDAY SOLUTIONS: AllocationADVISOR TIPS & TRICKS
4:35 p.m. -
5:30 p.m.
Concurrent Session, Attendees’ Choice
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Speaker: Lauren Boismier, Client Consultant, Zephyr Associates;
Donny Atkinson, Client Support Consultant, Zephyr Associates
What You Will Learn: In this interactive session, Zephyr staff
will offer you solutions and teach you tips and tricks for getting the most out
of AllocationADVISOR. Participants will also be encouraged to share their own
tips and tricks and ask questions.
Who Should Attend: AllocationADVISOR users who wish expand their
understanding of the program. |
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X.(b) REPORTING SOLUTIONS: BASIC DYNAMIC TEXT
4:35 p.m. - 5:30 p.m.
Concurrent Session, Attendees’ Choice
Grand Sierra A&B |
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Speaker: Jim Morin, Professional Services, Zephyr Associates
What You Will Learn: The Dynamic Text feature released in StyleADVISOR
7.0 exponentially enhanced the range of reporting a StyleADVISOR client can create.
Participants will review finished examples of what is possible with Dynamic Text.
Who Should Attend: Professionals interested in enhancing their
reporting capabilities. |
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RECEPTION
& DINNER
6:00 p.m. - 9:00 p.m. |
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Wednesday,
September 10th
2008 Zephyr StyleADVISOR Client Conference, Day 2 |
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CONTINENTAL
BREAKFAST
7:00 a.m. - 8:00 a.m. |
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XI.
SOLUTIONS SPOTLIGHT: ETFs
8:00 a.m. - 9:00 a.m.
General Session, All Attendees |
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Speaker: Tom Guarini, Principal, Intermediary Business Group,
State Street Global Advisors
What You Will Learn: In the last five years the ETF market has
grown dramatically. Tom Guarini of State Street Global Advisors will be discussing
the future of the ETF market, ideas for use of ETFs within a traditional portfolio,
and whether ETFs represent a threat or a compliment to traditional mutual funds. |
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BREAK
9:00 a.m. - 9:15 a.m. |
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XII.
ZEPHYR-ON-DEMAND
9:15 a.m. - 10:00 a.m.
General Session, All Attendees |
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Speaker: Dirk Hobman, Client Consultant, Zephyr Associates; Christopher
Baus, Senior Software Engineer, Zephyr Associates; Jim Morin, Professional Services,
Zephyr Associates; Mark Daniel, SVP Sales & Product Design, Zephyr Associates
What You Will Learn: One of the main initiatives at Zephyr Associates
is to extend the capabilities of StyleADVISOR with web-based reporting. To this
end, we have created Zephyr-On-Demand. Zephyr-On-Demand allows end users the ability
to produce comprehensive, compliance-controlled, PDF reports of StyleADVISOR analyses.
Client sites can be easily customized to meet regulatory and marketing needs,
including reporting standardized performance for funds and displaying appropriate
disclosures. |
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BREAK
10:00 a.m. - 10:15 a.m. |
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XIII.(a)
RESEARCH SOLUTIONS: USING THE RIGHT TOOL FOR THE JOB
10:15 a.m. – 11:00 a.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Marc Odo, Director of Client Consulting & Education,
Zephyr Associates
What You Will Learn: One of the more heated arguments currently
discussed in modern finance is just how “active” an active manager
should be. Investors have a spectrum of options ranging from completely passive
index strategies to benchmark-agnostic, absolute return strategies, to all points
in between. Participants will learn the most appropriate way to analyze each strategy
using StyleADVISOR.
Who Should Attend: Analysts who wish to learn the most appropriate
way to judge performance, regardless of the strategy a manager might employ. |
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XIII.(b)
REPORTING SOLUTIONS: ADVANCED DYNAMIC TEXT
10:15 a.m. – 11:00 a.m.
Concurrent Session, Attendees’ Choice |
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Speaker: Jim Morin, Professional Services; Stanley Veale, Senior
Software Quality Assurance Engineer, Zephyr Associates
What You Will Learn: Dynamic Text's potential uses are vast.
This session builds upon the previous day's session and gives attendees more ideas
on what Dynamic Text can do.
Who Should Attend: Participants who are comfortable with the
basic Dynamic Text functionality and want to take it to the next level. |
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BREAK
11:00 a.m. - 11:15 a.m. |
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XIV.
EVERDAY SOLUTIONS: StyleADVISOR TIPS & TRICKS
11:15 a.m. – 12:00 p.m.
General Session, All Attendees |
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Speaker: Lauren Boismier, Client Consultant, Zephyr Associates;
Donny Atkinson, Client Support Consultant, Zephyr Associates
What You Will Learn: In this interactive session, Zephyr staff
will offer you solutions and teach you tips and tricks for getting the most out
of StyleADVISOR. Participants will also be encouraged to share their own tips
and tricks and ask questions.
Who Should Attend: StyleADVISOR users wanting to learn time-savers,
clever ways of analyzing things in a different light, or wish to address any "pet
peeves". |
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