CLOSED-END COUNTRY FUND AND GLOBAL ETF CONFERENCE

Tuesday, April 9th
Pierre Hotel, New York City

CONFERENCE HOST: A. Michael Lipper, President, Lipper Advisory Services

8:15 a.m.: REGISTRATION

8:30 a.m. - 12:30 p.m.: COUNTRY FUNDS
Program / Speakers Bios / Fact sheet
Presentation
(in pdf version)

Webcast

8:30 a.m.: OPENING REMARKS    

8:40 a.m.: Outlook for the Latin Markets

Moderator:
Saumya Banerjee, Ph.D .
Vice President, Closed-End Fund Analyst
JP Morgan Securities Ltd.

Webcast
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Brazil Fund
Roxolana Kuzmak, Vice President
DB Scudder Investments

Presentation

Webcast
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  - windows media

9:15 a.m.: The Asian Markets

Moderator:
Saumya Banerjee, Ph.D .
Vice President, Closed-End Fund Analyst
JP Morgan Securities Ltd.

Presentation

Webcast
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  - windows media

First Philippine Fund
Lilia Clemente, Chief Executive Officer
Jake Hofilena, Portfolio Manager
Clemente Capital

Presentation

Webcast
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Korea Fund
John J. Lee, Managing Director
DB Scudder Investments

Presentation

Webcast
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9:50 a.m.: Canada

Guest Speaker:
Michael A. Smedley, President
Canadian General Investments Ltd.

Presentation

Webcast
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10:00 a.m.: Specialized Regional Fund Alternatives

The World Trust Fund
Kun Deng, Director
Lazard Asset Management

Presentation

Webcast
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10:15 a.m.: Emerging Market Equity and Fixed Income Opportunities

Moderator:
Paul Mazzilli, Director of ETF Research
Morgan Stanley

Presentation

Webcast
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Morgan Stanley Emerging Market Debt Fund
Eric Baurmeister, Vice President, Portfolio Manager
Morgan Stanley Investment Management

Presentation

Webcast
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The Central European Equity Fund
Hanspeter Ackermann, President

Deutsche Bank Investment Management Morgan Stanley

Presentation

Webcast
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  - windows media

Emerging Markets Fund
Paul C. Psaila, Executive Director, Portfolio Manager
Morgan Stanley Investment Management

Presentation

Webcast
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The Egypt Trust Fund
Dina Khayat, Senior Vice President

Lazard Asset Management

Presentation

Webcast
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11:25 a.m.: Alternative Closed-End Strategies

A proposal for The France Growth Fund
Pierre Daviron, Board of Directors Chairman,
Investment & Strategy Committee

Credit Agricole Asset Management
Eric Bleines, Portfolio Manager
Walter Clark, Alternative Investment Products

Presentation

Webcast
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11:45: Growth Oriented European Country Funds

Moderator:
Theodore Enders
Closed-End Fund Research, Merrill Lynch

Presentation

Webcast
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  - windows media

The New Ireland Fund
Ciarán Spillane, Vice President,Client Services
Bank of Ireland Asset Management

Presentation Webcast
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  - windows media
The New Germany Fund
Hanspeter Ackermann, President
Deutsche Bank Investment Management
Presentation

Webcast
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12:30 p.m. - 2:00 p.m.: LUNCHEON & KEYNOTE SPEAKER

David Hale, Global Chief Economist
Zurich Financial Services

Special Award: Michael T. Porter
For his contribution to the Closed-End Fund Industry

 

2:15 p.m. - 3:00 p.m. The CASE for INVESTING in CLOSED-END FUNDS & ETFs

Program / Speakers Bios / Fact sheet
Presentation
(in pdf version)

Webcast

Moderator: A. Michael Lipper, President, Lipper Advisory Services

A roundtable discussion on the advantages of investing in Closed-End Funds & ETFs

Paul Mazzilli, Director of ETF Research, Morgan Stanley

Presentation

Webcast

C. Michael Carty, Principal and Chief Investment Officer, New Millennium Advisors Presentation Webcast
Saumya Banerjee, Ph.D . Vice President, Closed-End Fund Analyst, JP Morgan Securities    
K. Sean Clark, Chief Investment Officer , Clark Capital Management    

 

3:00 p.m.- 5:00 p.m.- ETFs and INDEXING
Program / Speakers Bios / Fact sheet
Presentation
(in pdf version)

Webcast

3:00 p.m.: The Outlook and Advantages of ETFs

Barclays Global Investors
Feng Ding

Head Portfolio Manager

Presentation Webcast
Guest Speakers:
Lawrence G. Larkin, Senior Vice President
ETF Marketplace
American Stock Exchange
Presentation Webcast
Daniel Curran, Member
Turning Point Securities
Presentation Webcast

Tom Jardine, Managing Director,
ETFs Deutsche Bank

Presentation

Webcast

4:00 p.m.: Indexing as an Alternative

Moderator:
Liam O'Neil , Director-Index Products
Merrill Lynch Global Equity-Linked Products

Presentation Webcast

Barclays Global Investors
Binu George
International Equity Strategist

Presentation Webcast
The Vanguard Group
Josh Wingerd
VIPERs Product Manager
Presentation Webcast

Fortune Indexes
Matthew J. Wooldridge
General Manager

Presentation Webcast
Guest Speaker:
Herbert D. Blank, President
QED International Associates, Inc.
Presentation Webcast



 





 
 
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