April 10, 2003
The Pierre Hotel, New York City

8:00 - 8:30 a.m.
REGISTRATION
8:30 - 8:40 a.m.
WELCOME REMARKS
Conference Chairman

A. Michael Lipper, CFA, President
Lipper Consulting Services, Inc.

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8:40 - 9:25 a.m.
The Evolution of ETFs
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Moderated by:
Kevin J. McNally
Vice President
U.S. Equity Research Division
Salomon Smith Barney

Barclays Global Investors Services
J. Parsons, Head of Sales
U.S. Intermediary Business
iShares Managing Director

QED International Associates, Inc.
Herb Blank, President
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9:25 - 10:15 a.m.

REITs
Offering Investors an

Attractive Alternative to
Direct Real Estate Ownership
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Moderated by:
Kevin J. McNally
Vice President
U.S. Equity Research Division
Salomon Smith Barney

Cohen & Steers Capital Management (Funds)
Martin Cohen, President

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Scudder RREEF Real Estate Fund
John F. Robertson, Portfolio Manager
Deutsche Asset Management
Scudder Investments

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10:15 -11:45 a.m.
Emerging Market Opportunities
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Moderated by:
Simon Ronan
Vice-President
Product Head of Country Funds
JP Morgan Securities

The Central European Equity Fund
Hanspeter Ackermann, Chief Investment Officer
Tom Gill, Portfolio Manager
Deutsche Bank Investment Management

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R.O.C. Taiwan Fund
Michael Ding, President and Portfolio Manager
International Investment Trust Company

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The Brazil Fund
Paul H. Rogers, Lead Portfolio Manager
Deutsche Asset Management
Scudder Investments

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Scudder New Asia Fund
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The Korea Fund
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Nicholas Bratt, Managing Director
Deutsche Asset Management
Scudder Investments

12:00 - 1:30 p.m.

Luncheon &
Keynote Speaker

Presenting on:
Closed-End Fund

Challenges

2003 Capital Link Forum
Award Recipient

Dr. Mark Mobius
Managing Director
Templeton Asset Management

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1:45 - 2:15 p.m.
The European ETF Movement

Euronext NV
Huib Vermeulen, Manager
Cash Product Development & Marketing

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2:15 - 2:45 p.m.
European Growth Funds
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Moderated by:
Michael T. Porter
Managing Director
Director of Global Research
Clemente Capital, Inc.

The New Germany Fund
Hanspeter Ackermann, Chief Investment Officer
Tom Gill, Portfolio Manager
Deutsche Bank Investment Management

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2:45 - 3:20 p.m.

Moderated by:
Michael T. Porter
Managing Director
Director of Global Research
Clemente Capital

UBS Global Asset Management
Darek Wojnar, CFA, Executive Director
Head of Distribution

Fresco Index Shares
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3:20 - 4:10 p.m.

US Fixed Income
Closed-End Funds

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Moderated by:
Dennis Emanuel
Director
US Equity Research Division
Salomon Smith Barney

Van Kampen Senior Income Trust Fund (fact sheet)
Howard Tiffen, Managing Director

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Scudder Municipal Income Trust
Scudder Strategic Municipal Income Trust

Eleanor R. Brennan, CFA, Portfolio Manager
Deutsche Asset Management
Scudder Investments

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4:10 - 5:15 p.m.
Fixed Income ETFs and Option Strategies
Diversifying Fixed Income Risks Using Options to Improve Risk Adjusted Returns

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Moderated by:
Paul Mazzilli
Director of ETF Research
Morgan Stanley

Barclays Global Investors Services
Joe Linhares, Business Development Officer

Institutional Sales

Goldman Sachs
Fernando Cunha, Head of Credit Indexes
Vice-President

The Chicago Board Options Exchange (CBOE)
Matthew Moran, Vice President, Business Development
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Lead Sponsor:

Media Partners


For more information please contact Pamela O'Brien at (212) 661-7566, email obrien@capitallink.com


 

 





 
 
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