8:00 A.M. - 8:30 A.M. REGISTRATION
MORNING SESSION
8:45 A.M.

WELCOME REMARKS

Mr. Nicolas Bornozis
President, Capital Link.

9:00 A.M. - 9:20 A.M.

COMMODITIES - ETFs

Moderated by:
Mr. Tom Rzepski
Vice President - ETF Marketplace, American Stock Exchange
NEW LISTINGS ON THE AMERICAN STOCK

Mr. Kevin Rich
Director in the Commodities Asset Structuring Group, Deutsche Bank  

Mr. John Hyland
United States Oil Fund, LP 
9:20 A.M. - 9:40 A.M.

COMMODITIES - ETFs

Moderated by:
Mr. Dennis Emanuel
Managing Director, Closed-End Fund & ETF Research, Citigroup Investment Research
Mr. Matthew F. Mark
CIMA, National Accounts Manager, Barclays Global Investors
Topic: Commodities Allocation and Portfolio Implementation 

9:40 A.M. - 10:20 A.M.

RISK MITIGATION STRATEGIES

Moderated by:
Mr. Alex Reiss
Senior Closed-End Fund Analyst, Ryan Beck & Co.
Mr. Noel Archard, CFA
Principal, The Vanguard Group
Topic: The use of ETFs and Derivatives to Mitigate Risk 

Mr. Matthew Moran
Vice President, Chicago Board Options Exchange
Topic: New Options, BuyWrite Indexes and Funds 
10:20 A.M. - 10:40 A.M. Coffee Break
10:40 A.M. - 11:20 A.M.

INTERNATIONAL FUNDS

Moderated by:
Mr. Paul Mazzilli
Executive Director ETF Research, Morgan Stanley
Mr. Ralf Oberbannscheidt
Portfolio Manager, THE EUROPEAN EQUITY FUND/CENTRAL EUROPE AND RUSSIA FUND  

Mr. Terrence S. Gray
Lead Portfolio Manager, The Korea Fund 
11:20 A.M. - 12:20 P.M.

FIRM STRATEGIES

Moderated by:
Mr. Jon Maier
Director Closed-End Funds and Business Development Companies, UBS Investment Research
Mr. Craig Blessing
CFA, Director, Fixed Income Product Specialist, MERCURY ADVISORS a division of Merrill Lynch Investment Managers
Topic: MLIM Investment Capabilities and Current Market Opportunities 

Mr. Jeffrey Margolin
Vice President and Closed-End Fund Analyst, First Trust Advisors LP
Topic: An Overview of First Trust Funds and Investment Opportunities 

Mr. Richard M. Lesan, CFA
Portfolio Attribution Analyst, Calamos Investments
Topic: "The Calamos Approach to Closed-End Fund Management" 
12:45 P.M. - 2:15 P.M.

LUNCHEON & KEYNOTE SPEAKER

Mr. Robert S. Kapito
Vice Chairman, BLACKROCK
"Evolution of the Asset Management Business"


Introduction by: Mr. Raymond L. Bell, Vice President, Central Region, Global Corporate Client Group, New York Stock Exchange
 
AFTERNOON SESSION
2:20 P.M. - 3:20 P.M.

INCOME ORIENTED STRATEGIES

Moderated by:
Ms. Mariana Bush 
Closed-End Funds & Exchange-Traded Funds Analyst, Wachovia Securities
Mr. William Scapell
Portfolio Manager, Cohen & Steers
Reit and Preferred Income Fund 

Mr. Kenneth P. Barkauskas
Managing Director, Marketing and Client Services, Four Corners Capital Management, LLC First Trust Four Corners Senior Floating Rate Income Fund I and II
Senior Floating-Rate Loan Funds 

Mr. Timothy O'Brien
Portfolio Manager, Evergreen Investments
Evergreen Utilities & High Income Fund 
3:20 P.M. - 3:50 P.M.

INDUSTRIES ROUNDTABLES 
--ETFS: CURRENT TRENDS, OPPORTUNITIES & CHALLENGES

Moderated by:
Mr. Dennis Emanuel
Managing Director, Closed-End Fund & ETF Research, Citigroup Investment Research
Analysts and Representatives from ETFs

Mr. Paul Mazzilli
Executive Director ETF Research, Morgan Stanley
Mr. Matthew F. Mark
CIMA, National Accounts Manager, Barclays Global Investors
Mr. Jeffrey Margolin
Vice President and Closed-End Fund AnalystFirst Trust Advisors LP
Mr. Noel Archard, CFA
Principal, The Vanguard Group
3:50 P.M. - 4:20 P.M.

INDUSTRIES ROUNDTABLES 
--CLOSED-END FUNDS: CURRENT TRENDS, OPPORTUNITIES & CHALLENGES

Moderated by:
Ms. Mariana Bush
Closed-End Funds & Exchange-Traded Funds Analyst, Wachovia Securities

Analysts and Representatives from Closed-End Funds

Mr. Steven A. Baffico
Director, Product Sales Manager, BlackRock Investments
Ms. Pattie Rosch
Managing Director, DWS Scudder Investments
Ms. Karen R. McColl
CFA, Vice President, Investment Product Management,Evergreen Investments
Mr. John A. Key
Executive Director, UBS Investment Bank, Financial Institutions Group
Ms. Tina Singh
Director, Closed-End Funds Merrill Lynch
4:20 P.M. - 4:50 P.M.

INDUSTRIES ROUNDTABLES 
--INVESTING THROUGH CEFs AND ETFs

Moderated by:
Ms. Tina Singh
Director, Closed-End Funds, Merrill Lynch 
Product Specialists, Financial Advisors, Brokers and Investment Managers Utilizing CEFs & ETFs for Client Portfolios

Mr. Victor Quagliero
Vice President, Product Specialist, RBC Dain Rauscher
Mr. Jack Tierney
Executive Director, Van Kampen | IM-Global Distribution 
Mr. Joe Witthohn
Closed-End Fund Analyst Janney Montgomery Scott, LLC
 
BREAKOUT SESSIONS
9:30 A.M. - 10:15 A.M.

THE USE OF LEVERAGE AND CREDIT RATINGS 

By FitchRatings

Mr. Louis W. Lazzara
Director Fund & Asset Manager Rating Group
Ms. Jennifer Minelli
Associate Director, Fund & Asset,Manager Rating Group
10:45 A.M. - 11:30 A.M.

UPDATE ON THE LEGAL ENVIRONMENT FOR CLOSED-END FUNDS AND ETFs

Ms. Kathleen H. Moriarty
Partner, Carter, Ledyard & Milburn









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