| 8:00 - 8:30 a.m. |
Registration |
| 8:30 - 8:40 a.m. |
WELCOME REMARKS
Conference Chairman
|
A. Michael Lipper, CFA, President
Lipper Consulting Services, Inc.
|
| 8:40 - 9:25 a.m. |
The Evolution of ETFs
View Archive Webcast (Real Player)
Moderated by:
Kevin J. McNally
Vice President
U.S. Equity Research Division
Salomon Smith Barney
|
Barclays Global Investors Services
J. Parsons, Head of Sales
U.S. Intermediary Business
iShares Managing Director
QED International Associates, Inc.
Herb Blank, President
|
| 9:25 - 10:15 a.m. |
REITs
Offering Investors an
Attractive Alternative to
Direct Real Estate Ownership
Moderated by:
Kevin J. McNally
Vice President
U.S. Equity Research Division
Salomon Smith Barney
|
Cohen & Steers Capital Management(Funds)
Martin Cohen, President
Scudder RREEF Real Estate Fund
John F. Robertson, Portfolio Manager
Deutsche Asset Management
Scudder Investments
|
| 10:15 -11:45 a.m. |
Emerging Market Opportunities
Moderated by:
Simon Ronan
Vice-President
Product Head of Country Funds
JP Morgan Securities
|
The Central European Equity Fund
Hanspeter Ackermann, Chief Investment Officer
Tom Gill, Portfolio Manager
Deutsche Bank Investment Management
R.O.C. Taiwan Fund
Michael Ding, President and Portfolio Manager
International Investment Trust Company
The Brazil Fund
Paul H. Rogers, Lead Portfolio Manager
Deutsche Asset Management
Scudder Investments
Scudder New Asia Fund
The Korea Fund
Nicholas Bratt, Managing Director
Deutsche Asset Management
Scudder Investments
|
| 12:00 - 1:30 p.m. |
Luncheon &
Keynote Speaker
Presenting on:
Closed-End Fund
Challenges
2003 Capital Link Forum
Award Recipient
|
Dr. Mark Mobius
Managing Director
Templeton Asset Management
|
| 1:45 - 2:15 p.m. |
The European ETF Movement
|
Euronext NV
Huib Vermeulen, Manager
Cash Product Development & Marketing
|
| 2:15 - 2:45 p.m. |
European Growth Funds
Moderated by:
Michael T. Porter
Managing Director
Director of Global Research
Clemente Capital, Inc.
|
The New Germany Fund
Hanspeter Ackermann, Chief Investment Officer
Tom Gill, Portfolio Manager
Deutsche Bank Investment Management
|
| 2:45 - 3:20 p.m. |
International ETFs
View Archive Webcast (Real Player)
Moderated by:
Michael T. Porter
Managing Director
Director of Global Research
Clemente Capital
|
UBS Global Asset Management
Darek Wojnar, CFA, Executive Director
Head of Distribution
Fresco Index Shares
|
| 3:20 - 4:10 p.m. |
US Fixed Income
Closed-End Funds
Moderated by:
Dennis Emanuel
Director
US Equity Research Division
Salomon Smith Barney
|
Van Kampen Senior Income Trust Fund(fact sheet)
Howard Tiffen, Managing Director
Scudder Municipal Income Trust
Scudder Strategic Municipal Income Trust
Eleanor R. Brennan, CFA, Portfolio Manager
Deutsche Asset Management
Scudder Investments
|
| 4:10 - 5:15 p.m. |
Fixed Income ETFs and Option Strategies
Diversifying Fixed Income Risks Using Options to Improve Risk Adjusted Returns
Moderated by:
Paul Mazzilli
Director of ETF Research
Morgan Stanley
|
Barclays Global Investors Services
Joe Linhares, Business Development Officer
Institutional Sales
Goldman Sachs
Fernando Cunha, Head of Credit Indexes
Vice-President
The Chicago Board Options Exchange (CBOE)
Matthew Moran, Vice President, Business Development
|
