45 AM - 8:30 AM REGISTRATION & BREAKFAST 
Sponsored by

MORNING SESSION
(West Lounge - 1st Floor)
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 

  • Ms. Mariana Bush, Closed-End Funds & Exchange Traded Funds Analyst - Wells Fargo Securities
8:50 AM - 9:10 AM EXCHANGE TRADED FUNDS THE STATE OF THE ETF INDUSTRY in 2010 

  • Ms. Deborah Fuhr, Managing Director, Global Head of ETF Research & Implementation Strategy - BlackRock
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 

  • Mr. Kevin Daly, Portfolio Manager - Aberdeen's Emerging Market Debt Team


THE EVOLUTION OF FIXED INCOME ETFs - ACTIVE MANAGEMENT 

  • Mr. Don Suskind, CFA, Head of ETF Product Management Team - PIMCO
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) 

  • Mr. Timothy O'Brien, CFA, Co-Founder and Principal - Crow Point Partners, LLC, Portfolio Manager - Evergreen Funds


INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR 

  • Mr. Jeff Fulmer, Energy Portfolio Advisor - Tortoise Capital Advisors


ING Infrastructure Industrials and Materials Fund (IDE) 

  • Mr. Brian Madonick, Portfolio Manager - ING Investment Management
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 

  • Mr. Alberto Osorio, Vice President, Treasurer and CFO - The Mexico Fund, Inc.
  • Mr. Eduardo Solano, Investor Relations Vice President - The Mexico Fund, Inc.


EQUITY MARKET DEVELOPMENTS IN LATIN AMERICA - PERFORMANCE, VALUATION AND RETURNS 

  • Mr. Nick Robinson, Investment Manager - Aberdeen's Global Emerging Markets Equity Team
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? 

  • Mr. Matthew Moran, VP Business Development - Chicago Board Options Exchange (CBOE)
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. 

  • Mr. Robert A. Wallner, Partner - Milberg LLP
  • Mr. Matthew Gluck, Partner - Milberg LLP
  • Mr. Harvey L. Pitt, Chief Executive Officer - Kalorama Partners, LLC.
  • Mr. William McGuinness, Chair, Litigation Department- Fried, Frank, Harris, Shriver & Jacobson LLP
PARALLEL BREAK OUT SESSIONS
(James Room - 2nd Floor)
9:50 AM - 10:30 AM ETF PORTFOLIO MANAGEMENT STRATEGIES DIVERSIFIED ETF AND CEF PORTFOLIO STRATEGIES 

  • Mr. Kevin D. Mahn, Chief Investment Officer - Hennion & Walsh Asset Management and Portfolio Manager - SmartGrowth® Mutual Funds
11:00AM - 11:40 AM USE OF LEVERAGE IN CLOSED-END FUNDS 

Moderated by: Mr. Ian Rasmussen, Director - Fitch Ratings
  • Ms. Mariana Bush, Closed-End Funds & ETFs Analyst - Wells Fargo Securities
  • Mr. Justin Ryvicker, Private Placements - Metlife
  • Mr. Yuriy Layvand, CPA, Associate Director - Fitch Ratings
LUNCH SESSION
(Main Dining Room - 3rd Floor)
1:00 PM - 1:45 PM KEYNOTE SPEAKER

Mr. Gerald Malone
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)
2:30 PM - 3:00 PM CEF INDUSTRY ROUNDTABLE 

Moderated by: 
Mr. Dennis Emanuel, Managing Director, CEF & ETF Research - Citigroup Investment Research
  • Mr. William Meyers, Senior Vice President, Product Developments - Nuveen Investments
  • Mr. Brian D'Anna, Vice President, Closed-End Funds - BlackRock
  • Mr. Will Korver, Vice President - Claymore
  • Mr. Mike Taggart, Closed-end Fund Strategist - Morningstar
3:00 PM - 3:30 PM ETF INDUSTRY ROUNDTABLE 

Moderated by: 
Mr. Dominic Maister, Executive Director, Markets Group - Morgan Stanley
  • Mr. Stephen Cook, Managing Director of Product Strategy, Bank of New York Mellon
  • Mr. Gabriel Hammond, Chairman & Founder – Alerian
  • Mr. Kevin Quigg, Director of ETF Global Capital Markets - State Street Global Advisors
  • Mr. Ed McRedmond, Senior Vice President, Institutional & Portfolio Strategies - Invesco PowerShares
3:30 PM - 4:00 PM COMMODITY ETFs ROUNDTABLE 

Moderated by: 
Ms. Jessica Jablonowski, Investment Analyst, Wealth Management Research - Janney Montgomery Scott
  • Mr. John Hyland, Chief Investment Officer - United States Commodity Funds
  • Mr. Satch Chada, Managing Director - Jefferies Asset Management
  • Mr. Gabriel Hammond, Chairman & Founder – Alerian
  • Mr. Alex Depetris, Vice President, DBX Group - Deutsche Bank AG
4:00 PM - 4:30 PM PRODUCT INNOVATION IN ETFs 

Moderated by: 
Mr. Scott Burns, Director ETF Research - Morningstar
  • Mr. Glenn Smith, Vice President, Investor and Strategic Relationships - Van Eck Global
  • Ms. Joanne Hill, Head of Investment Strategy - ProFunds Group
  • Mr. Eric M. Pollackov, Managing Director, ETF Capital Markets- Charles Schwab & Co., Inc.
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
  • Mr. Andrew McOrmond, Managing Director, ETF Group - WallachBeth Capital LLC
  • Mr. Reginald Browne, Managing Director, Listed Derivatives Trading - Knight Equity Markets
  • Mr. Eric M. Pollackov, Managing Director, ETF Capital Markets- Charles Schwab & Co., Inc.
5:15 PM - 6:30 PM COCKTAIL RECEPTION













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