7:15 A.M. - 8:00 A.M. REGISTRATION
MORNING SESSION
8:00 A.M. - 8:05 A.M.

WELCOME REMARKS

Mr. Nicolas Bornozis
President, Capital Link

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
(Sturgis Room - 3rd Floor)


DATA MINING THE CLOSED-END FUND UNIVERSE

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

Moderated by:
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 
--ETFS: CURRENT TRENDS, OPPORTUNITIES & CHALLENGES

Moderated by:
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 
--INVESTING THROUGH CEFs AND ETFs

Moderated by:
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.
Cocktail Reception at the Metropolitan Club
Sponsored by 









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