| 7:15 A.M. - 8:00 A.M. | REGISTRATION | |
| MORNING SESSION | ||
| 8:00 A.M. - 8:05 A.M. |
WELCOME REMARKS |
Mr. Nicolas Bornozis |
| 8:05 A.M. - 9:00 A.M. |
RISK MITIGATION STRATEGIES Moderated by:Mr. Dennis Emanuel Managing Director, Closed-End Fund & ETF Research, Citigroup Investment Research |
UPDATE ON ACTIVELY MANAGED ETFs Mr. Tony Baker Managing Director - ETF Marketplace, American Stock Exchange LLC CAN BUY-WRITE AND VOLATILITY INDEXES HELP ADD INCOME & BOOST RISK-ADJUSTED RETURNS? Mr. Matthew Moran Vice President, Chicago Board Options Exchange (CBOE) MITIGATING RISK IN INSTITUTIONAL PORTFOLIOS USING ETFs Brent Hillhouse Sales Executive, Vanguard's Institutional Investments Group |
| 9:00 A.M. - 10:00 A.M. |
EXCHANGE TRADED FUNDS (ETFs) Moderated by:Ms. Mariana Bush Closed-End Funds & Exchange-Traded Funds Analyst, Wachovia Securities |
THE EVOLUTION OF INDEXING AND ETFs Mr. Edward McRedmond SVP - Portfolio Strategies, PowerShares Capital Management LLC TRENDS IN INTERNATIONAL ETFs Mr. Kevin Quigg Vice President and Director of Sales State Street Global Advisors XTF Advisors Mr. Michael Woods Chief Executive Officer, XTF Advisors |
| 10:00 A.M. - 10:40 A.M. |
FIXED INCOME INVESTING Moderated by:Mr. Paul Mazzilli Executive Director ETF Research, Morgan Stanley |
INVESTING IN FIXED INCOME THROUGH ETFs Ms. Natalie Pickering PhD.,Principal, iShares, Barclays Global Investors GLOBAL FIXED INCOME Mr. Derek Fulton Global Fixed Income Portfolio Manager, Aberdeen Asia-Pacific Income Fund and Aberdeen Global Income Fund, Aberdeen Asset Management |
| 10:40 A.M. - 11:20 A.M. |
EQUITY INVESTING Moderated by:Mr. Kristoph Rollenhagen Sr.V.P.- Research, Closed-end and ETFs, Oppenheimer & Co., Inc. |
FINANCIAL ENGINEERING SOLUTIONS FOR TODAY'S INVESTOR Mr. Paul Zemsky CFA, Head of Multi-Asset Strategies and Solutions Group, ING Investment Management EVERGREEN UTILITIES & HIGH INCOME FUND Mr. Timothy O'Brien, CFA Co-founder and Principal & Portfolio Manager, Crow Point Partners, LLC |
| 10:40 A.M. - 11:20 A.M. |
Break-out Session |
PRESENTED BY: FUNDAMENTAL DATA LIMITED Mr. Conner Sloman, Head of US Sales Mr. Tom Treanor, Sales Executive |
| 11:20 A.M. - 12:20 P.M. |
FIRM STRATEGIES Moderated by:Mr. Jon Maier Closed-End Fund Analyst, Merrill Lynch |
BLACKROCK INVESTMENTS Mr. Brendan Kyne Vice President, Product Development, Blackrock CALAMOS INVESTMENTS Mr. Kenneth S. Fincher Vice President, Director of Product Management & Client Advocacy, Calamos Investments FIRST TRUST ADVISORS Mr. Jeffrey Margolin Vice President and Closed-End Fund Analyst, First Trust Advisors LP |
| 12:20 P.M. - 1:00 P.M. |
CLOSED-END FUNDS Moderated by:Mrs. Amy Charles Vice President, Director - Closed-End Fund Research, Raymond James |
THE INSTITUTIONALIZATION OF THE CLOSED-END FUND MARKET Mr. Douglas R. Bond EVP & Portfolio Manager, Cohen & Steers Closed-End Opportunity Fund, Cohen & Steers INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR Mr. David Schulte Managing Director, Tortoise Capital Advisors |
| 1:15 P.M. - 2:45 P.M. |
LUNCHEON & KEYNOTE SPEAKER  |
EVOLUTION OF THE ASSET MANAGEMENT BUSINESS Mr. Ralph Schlosstein President, BLACKROCK |
 |
||
| AFTERNOON SESSION | ||
| 3:00 P.M. - 4:20 P.M. |
INDUSTRIES ROUNDTABLES Mr. Kenneth S. Fincher Vice President, Director of Product Management & Client Advocacy , Calamos Investments |
CEF Panel Mr. Steven A. Baffico Director, BlackRock Strategic Initiatives Group Mr. Jeffrey Margolin Vice President and Closed-End Fund Analyst, First Trust Advisors Mrs. Karen R. McColl, CFA Vice President, Investment Product Management, Evergreen Investments Jonathan G.G. Isaac Vice President, Eaton Vance Management |
| 3:40 P.M. - 4:20 P.M. |
INDUSTRIES ROUNDTABLES Mr. Jim Wiandt Editor, , Journal of Indexes & Publisher, IndexUniverse.com & ETFR |
ETF Panel Mr. Robert C. Brooks Senior Vice President and National Sales Manager, PowerShares Capital Management LLC Mr. Michael Woods Chief Executive Officer, XTF Advisors Mr. Kevin Quigg Vice President and Director State Street Global Advisors Mr. Michael Fardy Business Development Officer Barclays Global Investors Services Ms. Melissa Nassar Principal, Vanguard Financial Advisor Services |
| 4:20 P.M. - 5:00 P.M. |
INDUSTRIES ROUNDTABLES Mr. Victor Quagliero Vice President, Product Specialist, RBC Dain Rauscher |
ETFs & CEFs AS INVESTMENT VEHICLES Mr. Edward McRedmond SVP - Portfolio Strategies, PowerShares Capital Management LLC Mr. Mark Armbruster Chief Investment Officer, Alesco Advisors, LLC Mr. Edmund J. Burke President, ALPS Fund Services |
| 5:00 P.M. - 6:00 P.M. | Sponsored by  |
|
|
||||
|