| 8:00 – 8:30 | REGISTRATION | |
MORNING SESSION |
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| Welcome Remarks | A. Michael Lipper, CFA, President Lipper Consulting Services, Inc. |
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| 8.40 - 9:00 | US STOCK EXCHANGE INITIATIVES
Moderated by: |
American Stock Exchange Mr. Thomas Rzepski, Vice President - ETF Marketplace |
| 9:00 - 9:50 | INDEX STRATEGIES
Moderated by: |
Barclays Global Investors Ms. Amy Schioldager, Head of US Equity Portfolio Management, Managing Director FTSE Global Investment Trends: China, Small Caps, & Hedge Funds Ms. Carmen Campollo, Vice President, Business Development Chicago Board Options Exchange (CBOE) Improving Risk-adjusted Returns with BXM & VIX Products Mr. Matthew Moran, Vice President |
| 50 - 10:30 | ACHIEVING QUALITY YIELD
Moderated by: |
ALPS Mutual Fund Services WH Reaves REITs fact sheet Mr. Ronald J. Sorenson, Portfolio Manager Scudder RREEF Real Estate Fund I Scudder RREEF Real Estate Fund II Monthly Fact Sheet Mr. John Robertson, Partner, Portfolio Manager |
| 10:30 - 10:50 | PURSUING TOTAL RETURN
Moderated by: |
Lazard Global Total Return & Income Fund Mr. James Donald, Director, Portfolio Manager/Analyst |
| 10:50 - 11:30 | TAXABLE INCOME
Moderated by: |
Mercury Advisors a division of Merrill Lynch Investment Managers - Mercury Advisors brochure Mr. Chris Roberti, Non-Proprietary Sales Director Mr. Craig Blessing, CFA, Vice President - Fixed Income Product Specialist Barclays Global Investors Mr. Brad Pope, CFA, Business Development Officer, Principal |
| 11:30 - 11:50 | TAX FREE INCOME
Moderated by: |
Scudder Municipal Income Trust Monthly Fact Sheet Ms. Eleanor Brennan, Director, Portfolio Manager |
| 11:50 - 12:10 | INTERNATIONAL STOCK EXCHANGE INITIATIVES
Moderated by: |
Euronext Mr. Walter Kerschbaum, Executive Vice President Euronext US |
| 12:10 - 12:30 | GLOBAL FUNDS
Moderated by: |
World Trust Fund Monthly fact sheet Mr. Alexander Zagoreos, Managing Director, Lazard Asset Management Mr. Kun Deng, CFA, Director, Lazard Asset Management |
| 12:30 - 12:50 | LATIN AMERICAN FUNDS
Moderated by: |
The Brazil Fund Monthly Fact Sheet Mr. Paul Rogers, Managing Director, Lead Portfolio Manager |
| 12:50 - 1:00 | COCTAILS | |
| 1:00 – 2:30 | LUNCHEON The realization of a corporate strategy |
 Keynote Speaker: Mr. J. S. Parsons, Director of Sales, Intermediary Business, iShares, Managing Director |
AFTERNOON SESSION |
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| 2:30 - 3:30 | ASIAN FUNDS
Moderated by: |
Taiwan Greater China Fund - Monthly Fact Sheet Mr. Steve Champion, President The Korea Fund Monthly Fact Sheet Mr. John Lee, Managing Director, Lead Portfolio Manager Scudder New Asia Fund Monthly Fact Sheet Mr. Terence Gray, Director, Lead Portfolio Manager |
| 3:30 - 4:30 | EUROPEAN FUNDS
Moderated by: |
New Ireland Fund Mr. John Forde, Senior Equity Manager Alpha Trust Andromeda factsheet Mr. Phaedon Tamvakakis, Managing Director, Alfa Trust Investment Services The Central Europe and Russia Fund Ms. Sandra Schaufler, Chief Investment Officer |
| 4:30 - 5:15 | CURRENT INDUSTRY ISSUES & CHALLENGES A round table discussion Moderated by: |
Representatives from Closed-End Funds & ETFs - A round table discussion CEF Sector: Ms. Patricia Rosch Director, Deutsche Bank Asset Management ETF Sector: Mr. James G. Polisson, Chief Marketing Officer, US Intermediary Business, Barclays Global Investors Media: Ms. April Therese Kabahar, Reporter, Fund Action Investment Banker: Mr. Todd Reit Managing Director, UBS Investment Bank Financial Institutions Group Broker: Ms. Tina Singh Director, Shareholder Services Merrill Lynch |
| 5:15 - 6:00 |
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