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DOWNLOAD AGENDA IN PDF |
| 7:15 AM |
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(West Lounge - 1st Floor) |
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| 7:50 AM - 7:55 AM | WELCOME REMARKS |
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| 7:55 AM - 8:00 AM | CLOSED VERSUS OPEN-END FUNDS - WHO WAS THE BETTER PERFORMER IN 2011? |
 Presentation/PDF
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| 8:00 AM - 8:20 AM | CLOSED-END FUNDS | THE STATE OF THE CEF INDUSTRY IN 2012
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| 8:20 AM - 8:40 AM | EXCHANGE TRADED FUNDS | THE STATE OF THE ETF INDUSTRY IN 2012
Presentation/PDF
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| 8:40 AM - 9:20 AM |
REAL ASSETS FOR REAL RETURNS |
THE ELEMENTS OF INVESTING IN REAL ASSETS
OPPORTUNITIES IN THE MLP MARKET Presentation/PDF
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| 9:20 AM - 10:00 AM | OUTLOOK AND OPPORTUNITIES FOR THE ASIA-PACIFIC |
Presentation/PDF
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| 10:00 AM - 11:00 AM |
FIXED INCOME INVESTING |
ROYALTY TRUST
Presentation/PDF
SENIOR LOAN MARKET UPDATE AND OUTLOOK Presentation/PDF
FIXED INCOME ETF PORTFOLIO MANAGEMENT Presentation/PDF
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| 11:00 AM - 11:40 AM | EQUITY & TOTAL RETURN INVESTING |
FACTOR INVESTING: MEASURING AND MANAGING FACTOR EXPOSURES
Presentation/PDF
CURRENCY EFFECTS ON INTERNATIONAL EQUITY INVESTMENTS Presentation/PDF
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| 11:40 AM - 12:40 PM |
INVESTING INTERNATIONALLY |
THE THIRD COMING OF EMERGING MARKETS
Presentation/PDF
THE MEXICO FUND: MEXICAN ECONOMIC CLIMATE, PERSPECTIVES & INVESTMENT OPPORTUNITIES Presentation/PDF
TACTICAL OPPORTUNITIES IN GLOBAL MARKETS Presentation/PDF
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(James Room - 2nd Floor) |
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| 8:40 AM - 9:10 AM | CAPITALIZING ON THE ADVANCEMENT TOWARD ENERGY INDEPENDENCE |
Presentation/PDF
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| 9:20 AM - 10:00 AM | HIGH YIELD & CONVERTIBLES |
Moderated by: Mr. Michael Jabara, Vice President, Head of Exchange-Traded Fund (ETF) and Closed-End Funds Research – Morgan Stanley Smith Barney Panelists: |
| 10:00 AM - 10:40 AM |
ALTERNATIVE FIXED INCOME ETFs: "IT'S THE YIELD, STUPID!"
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Moderated by: Mr. James Pacetti, Head of Business Development - S-Network Global Indexes Panelists: Presentation/PDF
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| 11:00 AM - 11:40 AM | OPPORTUNITIES IN PREFERRED SECURITIES: AN EVOLVING ASSET CLASS IN AN ERA OF FINANCIAL REFORM |
Presentation/PDF
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| 11:40 AM - 12:20 AM | LEVERAGE AND DERIVATIVES IN CLOSED-END FUNDS |
Moderated by: Mr. Yuriy Layvand, CFA, Director, Fund & Asset Manager Rating Group - Fitch Ratings Presentation/PDF
Panelists: |
| 12:20 AM - 12:50 PM |
CAPITAL RAISING FOR CLOSED-END FUNDS & ETFS
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Panelists: Presentation/PDF
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| 3:00 PM - 3:20 PM | WHY GLOBAL BONDS? |
Presentation/PDF
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| 3:30 PM - 4:10 PM | SCOTT SCHULTZ'S CLOSED END FUND LONG ONLY, TOP PERFORMING STRATEGY |
Presentation/PDF
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(Main Dining Room - 3rd Floor) |
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| 1:00 PM - 2:00 PM |
KEYNOTE LUNCHEON ADDRESS Introductory remarks by Mr. Piers Currie, Global Head of Marketing, Aberdeen "The Age of the Enlightened Investor" Mr. Scott Burns Director of ETF, Closed-End, and Alternative Fund Research - Morningstar Presentation/PDF
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| 2:00 PM - 2:15 PM |
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(West Lounge - 1st Floor) |
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| 2:30 PM - 3:00 PM | CEF INDUSTRY ROUNDTABLE |
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK
Moderated by: Mr. Mike Taggart, Director of U.S. Closed-End Fund Research - Morningstar Panelists: |
| 3:00 PM - 3:30 PM | ETF INDUSTRY ROUNDTABLE |
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK Moderated by: Mr. Paul Justice, Director of North American ETF Research - Morningstar Panelists: |
| 3:30 PM - 4:00 PM | INDICES |
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK
Panelists: Presentation/PDF
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| 4:00 PM - 4:20 PM | COMMODITY OPPORTUNITIES - A TOTAL RETURN STRATEGY |
Presentation/PDF
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| 4:20 PM - 4:50 PM | COMMODITY ETFs |
Moderated by: Ms. Mariana Bush, Closed-End Fund and Exchange-Traded Tracking Products - Wells Fargo Advisors, LLC Panelists: |
| 4:50 PM - 5:05 PM | OUT LOOK FOR PRECIOUS METALS & ETFs IN 2012 |
Presentation/PDF
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| 5:05 PM - 5:25 PM | EQUITY VOLATILITY MANAGEMENT |
Presentation/PDF
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| 5:25 PM - 5:55 PM | ANALYST PANEL |
Moderated by: Mr. Dennis P. Emanuel, Managing Director, ETFs & Closed-End Funds - Citigroup Investment Research Panelists: |
| 6:00 PM - 7:00 PM | COCKTAIL RECEPTION | |
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