Litman Gregory Investment Forum 2019

Join the conversation with some of the most experienced,
interesting minds in investment management. R.S.V.P. to Litman Gregory Investment Forum 2019

A selection of our favorite portfolio managers discussing diverse perspectives on the current financial landscape with the Litman Gregory Research Team and audience guests.

Location


The St. Regis San Francisco
125 Third Street
San Francisco, CA

November 14, 2019
8:30 a.m. - 3:00 p.m. PST
  We have a discounted group rate available at the Park Central Hotel for November 13. Additional hotels within walking distance of The St. Regis include:


The hotel is a short walk from the Montgomery Street BART and there are a handful of accessible parking garages if you'll be driving into the city. Recommended garages:

Featured Speakers


Jeffrey Gundlach Scott Minerd Derek Devens Greg Mason

Jeffrey Gundlach
DoubleLine,
Alternative Strategies Fund Sub-Advisor

Scott Minerd
Guggenheim Partners,
High Income Alternatives Fund Sub-Advisor

Derek Devens
Neuberger Berman,
High Income Alternatives Fund Sub-Advisor

Greg Mason
Ares,
High Income Alternatives Fund Sub-Advisor

   

Tim Kasta
DCI,
Alternative Strategies Fund Sub-Advisor

Brian Selmo
FPA,
Alternative Strategies Fund Sub-Advisor

   

Litman Gregory Hosts


Steve Savage Jack Chee Jason Steuerwalt Jeremy DeGroot

Steve Savage
Litman Gregory, CEO

Jack Chee
Litman Gregory,
Senior Research Analyst

Jason Steuerwalt
Litman Gregory,
Senior Research Analyst

Jeremy DeGroot
Litman Gregory,
CIO, Portfolio Manager

Agenda


8:30 a.m. – 9:00 a.m.   Registration & Breakfast
9:00 a.m. – 9:15 a.m.   Event Introduction
with Litman Gregory’s CEO Steve Savage
9:15 a.m. – 10:00 a.m.   The Fed’s Sugar High
Guggenheim’s CIO Scott Minerd
with Litman Gregory’s Jack Chee
10:00 a.m. – 10:30 a.m.   Consider Your Options
Neuberger Berman’s Senior Portfolio Manager of the Options Group Derek Devens
with Litman Gregory’s Jason Steuerwalt
10:30 a.m. – 11:00 a.m.   Equity Income Alternatives
Ares’ Managing Director and Portfolio Manager Greg Mason
with Litman Gregory’s Jason Steuerwalt
11:00 a.m. – 11:15 a.m.   Break
11:15 a.m. – 11:45 a.m.   The Long and Short of Credit
DCI’s CEO Tim Kasta
with Litman Gregory’s Jason Steuerwalt
11:45 a.m. – 12:15 p.m.   Value in a Coma
FPA’s Brian Selmo
with Litman Gregory’s Jason Steuerwalt
12:15 p.m. – 1:00 p.m.   Lunch
1:00 p.m. – 2:00 p.m.   Just Markets: Where are We in This Economic Cycle?
DoubleLine’s CEO & CIO Jeffrey Gundlach
with Litman Gregory’s CIO Jeremy DeGroot
2:00 p.m. – 3:00 p.m.   Litman Gregory Research Team Q&A