Morningstar Advisor - October/November 2010 - 57

STRATEGIES TO INCORPORATE INTO CLIENT PORTFOLIOS
Manage Volatility in Today’s Market—Practical Options Strategies for Financial Advisors
Thursday, November 18  9:45 am – 11:00 am This session is designed for the investment advisor who is interested in incorporating options into their practice. Options are a powerful tool in building your business. They provide you with more alternatives and greater versatility for managing your clients’ portfolios. The speakers will discuss three strategies: covered call writing; protective puts; and the collar. The panelists will also provide some of the motivations behind using options strategies and some thoughts to consider when putting together a client’s personalized plan for implementing these strategies.

SUMMARY OF EVENTS
Wednesday, November 17
8:30 am – 12:30 pm 9:30 am – 12:30 pm 12:15 pm – 6:30 pm 2:15 pm – 4:30 pm 4:30 pm – 6:30 pm Strategies for Managing Retirement Income The Basics of ETF Investing Registration Desk Open Opening Ceremonies Welcome Reception in Exhibit Hall

Thursday, November 18
Eric Cott Options Industry Council (Moderator) Rudy Aguilera Helios LLC Michael Cavanaugh Know Your Options, Inc. Alex Jacobson International Securities Exchange, Inc. Todd Wilemon NYSE Euronext

Fitting Alternative Asset Classes into Client Portfolios
Thursday, November 18  11:15 am – 12:30 pm During the greatest bull market in history, the returns provided by traditional portfolios comprised of mutual funds, stocks, and bonds, were more than adequate to answer the needs of most advisory clients. However, the new millennium ushered in a new era of lower, single-digit returns, which was only worsened by the Great Recession. Today, advisors are not only struggling to solve the diversification dilemma, but they also need to “juice up” performance if their clients are to reach their financial goals. This panel will discuss how to incorporate alternative asset classes into an overall portfolio.

7:00 am – 6:30 pm 8:00 am – 8:45 am 8:45 am – 9:45 am 9:45 am – 12:30 pm 12:45 pm – 1:30 pm 1:30 pm – 2:30 pm 2:30 pm – 3:45 pm 4:00 pm – 5:00 pm 5:00 pm – 6:30 pm 6:30 pm – 8:30 pm

Registration Desk Open Sponsor Presentations Exhibit Hall Break Interactive Panels Sponsor Presentations Exhibit Hall Break Interactive Panels Special Address Networking Reception in Exhibit Hall Investor’s Business Daily Event

Friday, November 19
7:30 am – 2:00 pm 8:00 am – 8:45 am 8:45 am – 11:30 am 9:30 am – 12:45 pm 1:00 pm – 3:00 pm Registration Desk Open Sponsor Presentations Exhibit Hall Open Interactive Panels Closing Ceremonies

Evan Simonoff Financial Advisor (Moderator)

Suzanne Hamilton Legacy Asset Management, Inc.

Nadia Papagiannis Morningstar, Inc.

Dan Roe Budros, Ruhlin & Roe, Inc.

Don Wilson Brightworth®

CE credits for entire program pending acceptance by the CFP Board of Standards.

The Basics of ETF Investing*
Wednesday, November 17  9:30 am – 12:30 pm This three-hour workshop will focus on the basic elements of ETF investing and address the most frequently asked questions Morningstar receives. After starting with a nuts-and-bolts session on how ETFs are built and function in the marketplace, Scott Burns, editor, Morningstar ETFInvestor, and director of ETF Analysis, Morningstar, Inc., will reveal actionable strategies for best implementing ETFs in a portfolio. From the basics of portfolio construction, to measuring the total cost picture, to sharing best trading practices, this workshop will leave you equipped to confidently and successfully leverage ETFs in your practice.

Scott Burns

The program is designed for advisors with a firm understanding of basic investing concepts and practices, but who are new to using ETFs. The topics will be broken into 30-minute segments and will accelerate in complexity from basic to intermediate. The workshop ends with a roundtable, during which Scott Burns will discuss investment ideas and field questions from participants. *$98 per person early-bird price if purchased by November 3, $179 thereafter; includes refreshments. Priority code 019575





Morningstar Advisor - October/November 2010

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2010

Morningstar Advisor - October/November 2010
Contents
New on MorningstarAdvisor.com
Contributors
Letter From the Editor
What estate-planning strategies are you and your clients doing before the end of the year?
Next Steps for ETFs
Investment Briefs
Taking It Personal
A Model Practice
Find the Right Fit
Will REITs Put You in the Penthouse?
Prepare for the Worst
Tips for Common Family Situations
Might Makes Right
Built to Last
Four Picks for the Present
Tactical Strategies Miss Their Mark
Time to Hop on the Commodities Bandwagon?
Retailers Balance Caution and Catalysts
In Search of … Recession Survivors
Turmoil-Tested Small-Cap Funds
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
VA Sales Rise in Second Quarter
The Third Rail
Morningstar Advisor - October/November 2010 - Intro
Morningstar Advisor - October/November 2010 - Morningstar Advisor - October/November 2010
Morningstar Advisor - October/November 2010 - Cover2
Morningstar Advisor - October/November 2010 - 1
Morningstar Advisor - October/November 2010 - 2
Morningstar Advisor - October/November 2010 - Contents
Morningstar Advisor - October/November 2010 - 4
Morningstar Advisor - October/November 2010 - 5
Morningstar Advisor - October/November 2010 - New on MorningstarAdvisor.com
Morningstar Advisor - October/November 2010 - 7
Morningstar Advisor - October/November 2010 - Contributors
Morningstar Advisor - October/November 2010 - Letter From the Editor
Morningstar Advisor - October/November 2010 - What estate-planning strategies are you and your clients doing before the end of the year?
Morningstar Advisor - October/November 2010 - 11
Morningstar Advisor - October/November 2010 - Next Steps for ETFs
Morningstar Advisor - October/November 2010 - 13
Morningstar Advisor - October/November 2010 - Investment Briefs
Morningstar Advisor - October/November 2010 - 15
Morningstar Advisor - October/November 2010 - 16
Morningstar Advisor - October/November 2010 - 17
Morningstar Advisor - October/November 2010 - Taking It Personal
Morningstar Advisor - October/November 2010 - 19
Morningstar Advisor - October/November 2010 - A Model Practice
Morningstar Advisor - October/November 2010 - 21
Morningstar Advisor - October/November 2010 - Find the Right Fit
Morningstar Advisor - October/November 2010 - 23
Morningstar Advisor - October/November 2010 - 24
Morningstar Advisor - October/November 2010 - 25
Morningstar Advisor - October/November 2010 - Will REITs Put You in the Penthouse?
Morningstar Advisor - October/November 2010 - 27
Morningstar Advisor - October/November 2010 - 28
Morningstar Advisor - October/November 2010 - 29
Morningstar Advisor - October/November 2010 - 30
Morningstar Advisor - October/November 2010 - 31
Morningstar Advisor - October/November 2010 - Prepare for the Worst
Morningstar Advisor - October/November 2010 - 33
Morningstar Advisor - October/November 2010 - 34
Morningstar Advisor - October/November 2010 - 35
Morningstar Advisor - October/November 2010 - Tips for Common Family Situations
Morningstar Advisor - October/November 2010 - 37
Morningstar Advisor - October/November 2010 - Might Makes Right
Morningstar Advisor - October/November 2010 - 39
Morningstar Advisor - October/November 2010 - 40
Morningstar Advisor - October/November 2010 - 41
Morningstar Advisor - October/November 2010 - 42
Morningstar Advisor - October/November 2010 - 43
Morningstar Advisor - October/November 2010 - 44
Morningstar Advisor - October/November 2010 - 45
Morningstar Advisor - October/November 2010 - Built to Last
Morningstar Advisor - October/November 2010 - 47
Morningstar Advisor - October/November 2010 - 48
Morningstar Advisor - October/November 2010 - 49
Morningstar Advisor - October/November 2010 - Four Picks for the Present
Morningstar Advisor - October/November 2010 - 51
Morningstar Advisor - October/November 2010 - Tactical Strategies Miss Their Mark
Morningstar Advisor - October/November 2010 - 53
Morningstar Advisor - October/November 2010 - 54
Morningstar Advisor - October/November 2010 - 55
Morningstar Advisor - October/November 2010 - 56
Morningstar Advisor - October/November 2010 - 57
Morningstar Advisor - October/November 2010 - Time to Hop on the Commodities Bandwagon?
Morningstar Advisor - October/November 2010 - 59
Morningstar Advisor - October/November 2010 - 60
Morningstar Advisor - October/November 2010 - Retailers Balance Caution and Catalysts
Morningstar Advisor - October/November 2010 - 62
Morningstar Advisor - October/November 2010 - 63
Morningstar Advisor - October/November 2010 - 64
Morningstar Advisor - October/November 2010 - 65
Morningstar Advisor - October/November 2010 - In Search of … Recession Survivors
Morningstar Advisor - October/November 2010 - 67
Morningstar Advisor - October/November 2010 - Turmoil-Tested Small-Cap Funds
Morningstar Advisor - October/November 2010 - 69
Morningstar Advisor - October/November 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - October/November 2010 - 71
Morningstar Advisor - October/November 2010 - 72
Morningstar Advisor - October/November 2010 - 73
Morningstar Advisor - October/November 2010 - 50 Most Popular ETFs
Morningstar Advisor - October/November 2010 - 75
Morningstar Advisor - October/November 2010 - Undervalued Stocks With Wide Moats
Morningstar Advisor - October/November 2010 - 77
Morningstar Advisor - October/November 2010 - VA Sales Rise in Second Quarter
Morningstar Advisor - October/November 2010 - 79
Morningstar Advisor - October/November 2010 - The Third Rail
Morningstar Advisor - October/November 2010 - Cover3
Morningstar Advisor - October/November 2010 - Cover4
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