7:15 A.M. - 8:00 A.M. BREAKFAST & REGISTRATION
MORNING SESSION
8:00 A.M. WELCOME REMARKS Mr. Nicolas Bornozis
President 
Capital Link, Inc. 
8:00 A.M. - 8:10 A.M. INAUGURAL ADDRESS MR. MARIO J. GABELLI
Chairman, CEO & CIO 
GAMCO Investors, Inc. 

CLOSED-END FUNDS
8:10 A.M. - 8:30 A.M. CLOSED-END FUNDS Introduced by:
Ms. Sangeeta Marfatia
Closed-End Fund Analyst
UBS Investment Management Research
CLOSED-END FUNDS IN 2008: AN OPPORTUNITY OR RISK?

Mr. Doug Bond
EVP & Portfolio Manager, Closed-End Opportunity Fund 
Cohen & Steers 
8:30 A.M. - 9:10 A.M. INDUSTRY ROUNDTABLES
CLOSED-END FUNDS
Moderated by:
Ms. Mariana Bush
Closed-End Funds & Exchange-Traded Funds Analyst
Wachovia Securities
THE CATACLYSM OF LEVERAGE IN CLOSED-END FUNDS

Mr. Steven A. Baffico
Director of Strategic Initiatives
BlackRock Investments 

Mr. Kenneth Fincher
Vice President, Director of Product Management & Client Advocacy, 
Calamos Investments 

Mr. Jonathan Isaac
Vice President, Closed-End Funds,
Eaton Vance Managed Investments 

Mr. Jon Maier
Investment Strategy Group-Closed-End Funds
Merrill Lynch 

Mr. Paul Williams
Managing Director, New Product Development
Nuveen Investments 
9:10 A.M. - 9:50 A.M. INDUSTRY ROUNDTABLES
CLOSED-END FUNDS
Moderated by:
Mr. Kenneth Fincher
Vice President, Director of Product Management & Client Advocacy
Calamos Investments
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK

Mr. Doug Bond
EVP & Portfolio Manager, Closed-End Opportunity Fund
Cohen & Steers

Ms. Karen R. McColl, CFA
Vice President
Investment Product Management, Evergreen Investments

Mr. Jeffrey Margolin
Vice President and Closed-End Fund Analyst
First Trust Advisors L.P.

Mr. David Lamb
Managing Director, Head of Modeling & Analysis Group
Nuveen Investments 
9:50 A.M. - 10:30 A.M. FIXED INCOME INVESTING Moderated by:
Ms. Amy Charles
Senior Vice President Director - Closed-End Fund Research
Raymond James
INVESTING IN FIXED INCOME THROUGH ETFs

Mr. Brendan Ahern
Business Development Officer, iShares
Barclays Global Investors CATASTROPHE BONDS: A NEW AND UNIQUE ASSET CLASS-Pioneer Diversified High Income Trust(HNW)

Mr. Michael Temple
Vice President, Director of Fixed Income Credit Research
Pioneer Investments 
10:30 A.M.- 11:30 A.M. EQUITY & TOTAL RETURN INVESTING Moderated by:
Mr. Kristoph Rollenhagen
Sr.V.P.- Research, Closed-End Funds and ETFs
Oppenheimer & Co. 

INVESTMENT OPPORTUNITIES IN SENIOR LOANS
Mr. Dan Norman
Senior Vice President & Group Head of the Senior Debt Group
ING Investment Management 

EVERGREEN UTILITIES & HIGH INCOME FUND
Mr. Timothy O'Brien
Portfolio Manager
Evergreen Investments 

INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR
Mr. David Schulte
Managing Director
Tortoise Capital Advisors 
MORNING SESSION (West Lounge - 1st Floor)
11:30 A.M. - 12:30 P.M. THE EVOLUTION OF INDEXING AND ETFs 

Moderated by:
Mr. Alex Reiss, Analyst, V.P.
Closed-End Fund & ETF Research
Stifel Nicolaus 


ACCESS TO EMERGING MARKETS - INVESTING WITH INNOVATIVE INDEX CONCEPTS 
Dr. Hartmut Graf
Head of Issuer Data & Analytics
Deutsche Börse AG 

THE EVOLUTION OF INDEXING AND ETFs
Mr. H. Bruce Bond
President & CEO
Invesco PowerShares Capital Management 

A COMMON SENSE APPROACH TO INVESTING IN EMERGING MARKETS
Mr. Luciano Siracusano
Director of Research
WisdomTree Investments
12:30 P.M. - 1:00 P.M. KEYNOTE SPEAKER

MR. ROBERT KAPITO
President and Director
BLACKROCK INVESTMENTS
"The 21st Century Asset Management Business: Challenges, Opportunities and Beyond"

Introduction by:
Mr. Raymond L. Bell
Vice President, Global Corporate Client Group
NYSE Euronext 
LUNCH (Main Dinning Room - 3rd Floor)
1:15 P.M. - 2:15 P.M.
AFTERNOON SESSION (West Lounge - 1st Floor)
2:30 P.M. - 2:50 P.M. RISK MITIGATION STRATEGIES CAN PUT-WRITE & BUY-WRITE INDEXES GENERATE HIGHER INCOME & RISK-ADJUSTED RETURNS? 

Mr. Matthew Moran
Vice President
Chicago Board Options Exchange (CBOE) 
2:50 P.M. - 3:10 P.M. EXCHANGE TRADED NOTES (ETNs)

BUILDING INVESTMENT PORTFOLIOS WITH ELEMENTS EXCHANGE-TRADED NOTES (ETNs)

Mr. Satch Chada
Managing Director, Structured & Alternative Solutions
Merrill Lynch

Mr. Michael Forstl
Managing Director, Structured Products Consulting Group
Nuveen Investments 
3:10 P.M. - 3:50 P.M. INDUSTRY ROUNDTABLES

ETFS

Moderated by:
Mr. Paul Mazzilli
Director ETF Research
Morgan Stanley 

FUNDAMENTAL VERSUS TRADITIONAL INDEXING 

Mr. Dodd F. Kittsley, CFA
Strategist
Barclays Global Investors

Mr. Edward McRedmond
SVP - Portfolio Strategies
Invesco PowerShares Capital Management

Mr. Luciano Siracusano
Director of Research
WisdomTree Investments

Mr. Tom Anderson, CFA
Vice President and Head of Strategy and Research
State Street Global Advisors

Mr. Paul Drakeley
Account Sales Executive
Vanguard Financial Services (VFAS) 
3:50 P.M. - 4:30 P.M. INDUSTRY ROUNDTABLES

ETFS
Moderated by:
Mr. Joe Witthohn
Director of ETF Research
Janney Montgomery Scott



CURRENT TRENDS, OPPORTUNITIES & OUTLOOK

Dr. Hartmut Graf
Head of Issuer Data & Analytics
Deutsche Börse AG

Mr. Jeffrey Margolin
Vice President
First Trust Advisors

Mr. Ben Fulton
Executive VP, Global Product Development
Invesco PowerShares Capital Management

Ms. Jill Iacono
Vice President and Director of National Accounts
State Street Global Advisors

Mr. Paul Drakeley
Account Sales Executive
Vanguard Financial Services (VFAS 
4:30 P.M. - 5:15 P.M. INDUSTRY ROUNDTABLES

INVESTING THROUGH CEFs, ETFs and ETNs

Moderated by:
Mr. Dennis Emanuel
Managing Director, CEF & ETF Research
Citigroup Investment Research



Using ETFs, CEFs and ETNs in Investment Portfolios

Mr. Brian D'Anna
Senior CEF Specialist
BlackRock

Mr. Dodd F. Kittsley, CFA
Strategist
Barclays Global Investors

Mr. Michael Jones
Chairman & CIO
Riverfront Investment Group 

Mr. Michael Forstl
Managing Director, Structured Products Consulting Group
Nuveen Investments

Mr. Jamie Block
Wealth Advisor
Morgan Stanley 

Ms. Deborah Fuhr
Managing Director
Morgan Stanley, Consolidated Equities 
5:15 P.M. - 6:30 P.M.
Cocktail Reception at the Metropolitan Club











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