| 8:00 | REGISTRATION | |
MORNING SESSION |
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| 8:30 | Welcome Remarks Event pictures |
A. Michael Lipper, CFA, President Lipper Consulting Services, Inc. |
| 8:40 - 9:00 | ACTIVELY MANAGED ETFs Event pictures Moderated by: |
AMERICAN STOCK EXCHANGE LLC Mr. Charles A. (Tony) Baker, Managing Director, ETF Marketplace Topic: Actively Managed ETFs |
| 9:00 - 9:40 | INDEX STRATEGIES Event pictures Moderated by: |
THE VANGUARD GROUP Vanguard® International VIPERs ® Fund Data Vanguard® VIPERs ® Product List Mr. Noel Archard, CFA, Principal - Vanguard VIPERs CHICAGO BOARD OPTIONS EXCHANGE (CBOE) Mr. Matthew Moran, Vice President Topic: New Options Buy-write Indexes and Funds |
| 9:40 - 10:00 | US EQUITY FUNDS Event pictures Moderated by: |
ADAMS EXPRESS COMPANY Mr. Douglas G. Ober, Chairman and Chief Executive Officer |
| 10:00 - 10:50 | FIRM STRATEGIES Event pictures Moderated by: |
MERCURY ADVISORS a division of Merrill Lynch Investment Managers Ms. Mary Ellen Donohue, Vice President, Mercury Advisors Mr. Hugh T. Hurley, Director and Fixed Income Product Specialist, Managing Director of Investment & Product Marketing for the Americas region Topic: MLIM Investment Capabilities and Current Market Opportunities FIRST TRUST ADVISORS LP First Trust Value Line 100 Fund First Trust Value Line & IBBotson Equity Allocation Fund First Trust Value Line Dividend Fund Mr. Jeffrey Margolin, Vice President and Closed-End Fund Analyst |
| 10:50 - 11:40 | FIXED INCOME FUNDS Event pictures Moderated by: |
SCUDDER INVESTMENTS Scudder Municipal Income Trust Ms. Eleanor Brennan, CFA, Director, Portfolio Manager FIRST TRUST ADVISORS LP First Trust/Aberdeen Global Opportunity Income Fund Mr. Colm McDonagh, Senior Portfolio Manager & Head of Global Emerging Market Debt, Aberdeen Asset Managers Limited |
| 11:40 - 12:30 | EUROPEAN FUNDS Event pictures Moderated by: |
NEW IRELAND FUND Ms. Deirdre Kennedy, Portfolio Manager, New Ireland Fund Topic: Irish economy and the Fund's investment strategy DEUTSCHE ASSET MANAGEMENT New Germany Fund Ms. Sandra M. Schaufler, Chief Investment Officer |
| 12:30 – 2:00 | LUNCHEON |
Mr. Douglas G. Ober President, CEFA |
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AFTERNOON SESSION |
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| 2:00 - 3:00 | UTILITY FUNDS Event pictures Moderated by: |
COHEN & STEERS Cohen & Steers Select Utility Fund Mr. Robert S. Becker, Senior Vice President & Portfolio Manager Topic: Utilities W.H. REAVES & CO. INC Reaves Utility Income Fund Mr. Ronald J. Sorenson, Executive Vice President & Portfolio Manager Topic: Utilities in a Rising Interest Rate Environment |
| 3:00 - 4:20 | EMERGING MARKET FUNDS Event pictures Moderated by: |
DEUTSCHE ASSET MANAGEMENT Central Europe and Russia Fund Ms. Sandra M. Schaufler, Chief Investment Officer POLARIS SECURITIES INVESTMENT TRUST, TAIWAN, R.O.C. Polaris Taiwan Top 50 Tracker Fund Mr. Patrick Wong, Vice Chairman, Polaris Investment Trust, Taiwan, R.O.C. Topic: The development of passive investment management in Taiwan BARCLAYS GLOBAL INVESTORS iShares FTSE/Xinhua China 25 Index Fund Ms. Lisa Chen, Senior Portfolio Manager, Head of the International iShares Team Topic: China – different ways of accessing through iShares FTSE/Xinhua China 25 Index Fund SCUDDER INVESTMENTS The Korea Fund Mr. Terrence S. Gray, CFA, Director |
| 4:20 - 4:35 | ETFs Event pictures Moderated by: |
THE NASDAQ STOCK MARKET, INC. Mr. John Jacobs, CEO, NASDAQ Global Funds, Inc. and Executive Vice President, Worldwide Marketing Topic: Trends and Developments in the World of ETFs |
| 4:35 - 5:30 |
CURRENT INDUSTRY ISSUES & CHALLENGES
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A round table discussion - Representatives from Closed-End Funds & ETFs Ms. Patricia Rosch, Director, Deutsche Bank Asset Management Mr. Noel Archard, CFA, Principal - Vanguard VIPERs Ms. Kathleen H. Moriarty, Partner, Carter, Ledyard & Milburn Mr. Jeffrey Margolin, Vice President and Closed-End Fund Analyst, First Trust Advisors LP Mr. Michael Carty, Founder and President, New Millennium Advisors Mr. John A. Key, UBS AG, UBS Investment Bank, Executive Director, Financial Institutions Group |
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