8:00 REGISTRATION
MORNING SESSION
8:30 Welcome Remarks 
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A. Michael Lipper, CFA, President
Lipper Consulting Services, Inc.
8:40 - 9:00 ACTIVELY MANAGED ETFs 
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Moderated by: 
Mr. Scott Mixon 

Equity Derivatives Research 
UBS Investment Research
AMERICAN STOCK EXCHANGE LLC 
Mr. Charles A. (Tony) Baker, Managing Director, ETF Marketplace
Topic: Actively Managed ETFs

9:00 - 9:40 INDEX STRATEGIES
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Moderated by:
Mr. Dodd Kittsley
 
CEF & ETF Analyst 
Morgan Stanley
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
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Moderated by: 
Mr. Jon Maier 
Director, Closed-End Funds and Business Development Companies
UBS Investment Research
ADAMS EXPRESS COMPANY
Mr. Douglas G. Ober, Chairman and Chief Executive Officer


 
10:00 - 10:50 FIRM STRATEGIES
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Moderated by:
Mr. Alex Reiss 
Senior Closed-End Fund Analyst
Ryan Beck & Co 
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
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Moderated by:
Ms. Mariana F. Bush, CFA
Closed-end Funds & ETF Analyst
Advisory Services Group
Wachovia Securities 
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 
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Moderated by:
Mr. Michael Porter 
Senior Research Analyst 
Lipper, Inc.
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




AFTERNOON SESSION
2:00 - 3:00 UTILITY FUNDS
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Moderated by: 
Ms. Susan P. Gulshan 

Vice President CEF Secondary Marketing Specialist
Merrill Lynch

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
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Moderated by:
Mr. Michael Porter 

Senior Research Analyst 
Lipper, Inc.
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
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Moderated by:
Mr. Michael Carty
Founder and President 
New Millennium Advisors
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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Moderated by:
Mr. Tom Rzepski
Vice President, ETF Marketplace 
American Stock Exchange LLC


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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