45 AM - 8:30 AM | REGISTRATION & BREAKFAST Sponsored by |
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MORNING SESSION (West Lounge - 1st Floor) |
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8:25 AM - 8:30 AM | WELCOME REMARKS | Mr. Nicolas Bornozis, President - Capital Link |
8:30 AM - 8:50 AM | CLOSED-END FUNDS | THE STATE OF THE CLOSED-END FUND INDUSTRY IN 2010
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8:50 AM - 9:10 AM | EXCHANGE TRADED FUNDS | THE STATE OF THE ETF INDUSTRY in 2010
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9:10 AM - 9:50 AM | FIXED INCOME INVESTING Introduced by: Mr. Jon Maier, Investment Strategy Group, Closed-End Funds - Bank of America Merrill Lynch |
EMERGING MARKET DEBT - A CHANGING ASSET CLASS
THE EVOLUTION OF FIXED INCOME ETFs - ACTIVE MANAGEMENT
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9:50 AM - 10:50 AM | EQUITY & TOTAL RETURN INVESTING Introduced by: Mr. John Duggan, Director, Closed-End Fund Trading Desk Strategist - Oppenheimer & Co. |
EVERGREEN UTILITIES & HIGH INCOME FUND (ERH) & EVERGREEN GLOBAL DIVIDEND OPPORTUNITY FUND (EOD)
INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR
ING Infrastructure Industrials and Materials Fund (IDE)
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10:50 AM - 11:30 AM | EQUITY INVESTING Introduced by: Mr. Alex Reiss, Analyst, Closed-End Fund Equity Research - Stifel Nicolaus |
THE MEXICO FUND, INC. TAKING ADVANTAGE OF A STRONG ECONOMIC RECOVERY
EQUITY MARKET DEVELOPMENTS IN LATIN AMERICA - PERFORMANCE, VALUATION AND RETURNS
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11:30 AM - 11:50 AM | RISK MITIGATION STRATEGIES Introduced by: Ms. Sangeeta Marfatia - UBS Investment Research |
CAN PUT-WRITE & BUY WRITE INDEXES GENERATE HIGHER INCOME & RISK ADJUSTED RETURNS?
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11:50 AM - 12:10 PM | SOCIALLY RESPONSIBLE ETFS | Mr. Thompson S. Phillips, Jr., President - FaithShares |
12:10 PM - 12:50 PM | FOCUS ON INVESTOR PROTECTION Moderated by: Professor Arthur Miller, Special Counsel - Milberg LLP |
THE MADOFF TRAGEDY: OPTIONS FOR RECOVERY? "TAKE 2": What changed and what didn't in the past 12 months.
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PARALLEL BREAK OUT SESSIONS (James Room - 2nd Floor) |
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9:50 AM - 10:30 AM | ETF PORTFOLIO MANAGEMENT STRATEGIES | DIVERSIFIED ETF AND CEF PORTFOLIO STRATEGIES
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11:00AM - 11:40 AM | USE OF LEVERAGE IN CLOSED-END FUNDS Moderated by: Mr. Ian Rasmussen, Director - Fitch Ratings |
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LUNCH SESSION (Main Dining Room - 3rd Floor) |
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1:00 PM - 1:45 PM | KEYNOTE SPEAKER |
Chairman of the Board of Directors of Aberdeen Funds, and of Aberdeen Asia-Pacific Income Fund, Inc. and Aberdeen Global Income Fund Inc. "Navigating in Emerging Markets Nations: Opportunities and Pitfalls" |
1:45 PM - 2:15 PM | ||
AFTERNOON SESSION (West Lounge - 1st Floor) |
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2:30 PM - 3:00 PM | CEF INDUSTRY ROUNDTABLE Moderated by: Mr. Dennis Emanuel, Managing Director, CEF & ETF Research - Citigroup Investment Research |
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3:00 PM - 3:30 PM | ETF INDUSTRY ROUNDTABLE Moderated by: Mr. Dominic Maister, Executive Director, Markets Group - Morgan Stanley |
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3:30 PM - 4:00 PM | COMMODITY ETFs ROUNDTABLE Moderated by: Ms. Jessica Jablonowski, Investment Analyst, Wealth Management Research - Janney Montgomery Scott |
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4:00 PM - 4:30 PM | PRODUCT INNOVATION IN ETFs Moderated by: Mr. Scott Burns, Director ETF Research - Morningstar |
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4:30 PM - 5:00 PM | TRADING & BEST EXECUTION ROUNDTABLE Moderated by: Ms. Laura V. Morrison, Vice President, Global Index and Exchange Traded Products - NYSE Euronext |
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5:15 PM - 6:30 PM | COCKTAIL RECEPTION |
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