Moderators

Mr. Edward McRedmond
Associate V.P.,Senior Analyst, Fund Analysis,
A.G. Edwards

Mr. Don Cassidy
Senior Research Analyst,
Lipper, Inc.

Mr. Michael Porter
Senior Research Analyst
Lipper, Inc

Michael T. Porter is an established industry expert in the field of investment research. As a Senior Research Analyst at Lipper, Inc., a Reuters company and leading global of mutual fund intelligence, Porter capitalizes on his 24 years of experience within the financial services industry....more

Mr. Paul Mazzilli
Executive Director ETF Research
Morgan Stanley

Paul Mazzilli is an Executive Director at Morgan Stanley and is the Director of the Exchange-Traded Fund (ETF) Research team. His team’s universe includes actively managed closed-end fund companies and passively managed index-linked ETFs. Paul’s team covers a broad range of funds listed on US exchanges that invest in taxable and municipal fixed income, as well as equities in the US and in international regions and countries....more

Ms. Amy Hawkins
Director Closed-End Fund Research
Raymond James & Associates

Amy Hawkins, as the Vice President and Director of Closed-End Fund Research, is responsible for setting general research policy and strategy. She joined Raymond James Financial in November 1995 and joined the Closed-End Fund Research group in September of 1998...more

Mr. Jeffrey Margolin
Vice President – Closed-End Fund Analyst,
Ryan Beck & Co

Jeffrey Margolin concentrates his research on NYSE and AMEX-listed closed-end funds. He produces in-depth research reports on closed-end funds, providing insights on relative performance and portfolio strengths and weaknesses. Some of his reports include The 2004 Investors Guide to Closed-End Funds, Leverage and Closed-End Funds, Senior Loan Closed-End Funds and Taxable Fixed Income Closed-End Funds....more.

Mr. Kristoph Rollenhangen
Corporate Senior V.P.
Analyst-Director ETFs & CEFs Research,
Prudential Financial

Herb Blank
President,
QED International Associates, Inc

Mr. Dennis Emanuel
Managing Director, Closed-End Fund & ETF Research
Smith Barney

Dennis P. Emanuel is a managing director and the senior analyst for the U.S. closed-end fund and ETF research group. Dennis joined Smith Barney in June 1998 after working as a senior bond fund analyst at Merrill Lynch, where he started in 1991...more.

Mr. Jon Maier
Director, Closed-End Funds & Business Development Companies
UBS Investment Research

Mr. Maier is a director in the closed-end funds group of UBS Investment Research. An analyst since August 1997, Mr. Maier specializes in the coverage of closed-end funds, including index, domestic taxable fixed income, municipal bond and equity funds. Prior to the UBS AG acquisition of PaineWebber Incorporated, Mr. Maier was the closed-end funds analyst at PaineWebber....more.

Ms. Mariana Bush
Closed-End Funds & Exchange -Traded Funds Analyst
Wachovia Securities

Mariana F. Bush is the closed-end fund and exchange-traded analyst at Wachovia Securities. She began her career at Furman Selz in New York as an associate analyst following technology companies long before the internet became a household name. Bush joined Wachovia Securities in 1991 as an analyst in Investment Strategy. In 1993, she began following closed-end funds, and in the late Nineties she also started to cover exchange-traded funds....more.