8:00 – 8:30 REGISTRATION
MORNING SESSION
  Welcome Remarks A. Michael Lipper, CFA, President
Lipper Consulting Services, Inc. 
8.40 - 9:00 US STOCK EXCHANGE INITIATIVES
Moderated by:
Mr. Jon Maier
Director, Closed-End Funds & Business Development Companies
UBS Investment Research
American Stock Exchange
Mr. Thomas Rzepski, Vice President - ETF Marketplace
9:00 - 9:50 INDEX STRATEGIES
Moderated by:
Mr. Paul Mazzilli
Executive Director ETF Research
Morgan Stanley
 
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:
Mr. Dennis Emanuel
Managing Director, Closed-End
Fund & ETF Research
Smith Barney
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:
Mr. Jeffrey Margolin
Vice President – Closed-End Fund Analyst, Ryan Beck & Co
Lazard Global Total Return & Income Fund
Mr. James Donald, Director, Portfolio Manager/Analyst
10:50 - 11:30 TAXABLE INCOME
Moderated by:
Ms. Amy Hawkins
Director Closed-End Fund Research
Raymond James & Associates

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:
Ms. Mariana Bush
Closed-End Funds & Exchange -Traded Funds Analyst
Wachovia Securities
Scudder Municipal Income Trust Monthly Fact Sheet 
Ms. Eleanor Brennan, Director, Portfolio Manager

 
11:50 - 12:10 INTERNATIONAL STOCK EXCHANGE INITIATIVES
Moderated by:
Mr. Paul Mazzilli
Executive Director ETF Research
Morgan Stanley
Euronext
Mr. Walter Kerschbaum, Executive Vice President Euronext US
12:10 - 12:30 GLOBAL FUNDS
Moderated by:
Ms. Mariana Bush
Closed-End Funds & Exchange -Traded Funds Analyst
Wachovia Securities
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:
Ms. Mariana Bush
Closed-End Funds & Exchange -Traded Funds Analyst
Wachovia Securities
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
2:30 - 3:30 ASIAN FUNDS
Moderated by:
Mr. Michael Porter
Senior Research Analyst
Lipper, Inc
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:
Mr. Michael Porter
Senior Research Analyst
Lipper, Inc
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:
Mr. Clifford J. Weber
Senior Vice President
ETF Marketplace
American Stock Exchange  
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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