8:15 a.m. | REGISTRATION | |
8:30 a.m. | OPENING REMARKS |
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8:40 a.m. | Outlook for the Latin Markets Moderator: Saumya Banerjee, Ph.D . Vice President, Closed-End Fund Analyst JP Morgan Securities Ltd. Brazil Fund Roxolana Kuzmak Vice President DB Scudder Investments |
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9:15 a.m. | The Asian Markets Moderator: Saumya Banerjee, Ph.D . Vice President, Closed-End Fund Analyst JP Morgan Securities Ltd. First Philippine Fund Lilia Clemente, Chief Executive Officer Jake Hofilena, Portfolio Manager Clemente Capital Korea Fund John J. Lee, Managing Director DB Scudder Investments |
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9:50 a.m. | Canada Guest Speaker: Michael A. Smedley, President Canadian General Investments Ltd. |
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10:00 a.m. | Specialized Regional Fund Alternatives The World Trust Fund Kun Deng, Director Lazard Asset Management |
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10:15 a.m. | Emerging Market Equity and Fixed Income Opportunities Moderator: Paul Mazzilli, Director of ETF Research Morgan Stanley Morgan Stanley Emerging Market Debt Fund Eric Baurmeister, Vice President, Portfolio Manager Morgan Stanley Investment Management The Central European Equity Fund Hanspeter Ackermann, President Deutsche Bank Investment Management Morgan Stanley Emerging Markets Fund Paul C. Psaila, Executive Director, Portfolio Manager Morgan Stanley Investment Management The Egypt Trust Fund Dina Khayat, Senior Vice President Lazard Asset Management |
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11:25 a.m. | Alternative Closed-End Strategies A proposal for The France Growth Fund Credit Agricole Asset Management |
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11:45 a.m. | Growth Oriented European Country Funds Moderator: Theodore Enders Closed-End Fund Research Merrill Lynch The New Ireland Fund Ciarán Spillane, Vice President,Client Services Bank of Ireland Asset Management The New Germany Fund Hanspeter Ackermann, President Deutsche Bank Investment Management |
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12:30 p.m. - 2:00 p.m. | LUNCHEON & KEYNOTE SPEAKER David Hale, Global Chief Economist Zurich Financial Services Special Award: Michael T. Porter For his contribution to the Closed-End Fund Industry |
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2:15 p.m. - 3:00 p.m. | The CASE for INVESTING in CLOSED-END FUNDS & ETFs Moderator: A. Michael Lipper, President, Lipper Advisory Services A roundtable discussion on the advantages of investing in Closed-End Funds & ETFs Paul Mazzilli, Director of ETF Research Morgan Stanley C. Michael Carty Principal and Chief Investment Officer New Millennium Advisors Saumya Banerjee, Ph.D. Vice President, Closed-End Fund Analyst JP Morgan Securities K. Sean Clark Chief Investment Officer Clark Capital Management |
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3:00 p.m. | The Outlook and Advantages of ETFs Barclays Global Investors Feng Ding Head Portfolio Manager Guest Speakers: Lawrence G. Larkin Senior Vice President, ETF Marketplace American Stock Exchange Daniel Curran Member Turning Point Securities Tom Jardine Managing Director ETFs Deutsche Bank |
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4:00 p.m. | Indexing as an Alternative Moderator: Liam O'Neil Director-Index Products Merrill Lynch Global Equity-Linked Products Barclays Global Investors Binu George International Equity Strategist The Vanguard Group Josh Wingerd VIPERs Product Manager Fortune Indexes Matthew J. Wooldridge General Manager Guest Speaker: Herbert D. Blank President QED International Associates, Inc. |
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