Capital Link Forum | www.capitallinkforum.com | Investor Conferences and Events

Keynote Speaker:
Mr. J. S. Parsons, Director of Sales, Intermediary Business, iShares, Managing Director

In September 1999, J. Parsons joined US Intermediary Business to assist in the creation and launch of the new iShares Funds. He is currently responsible for all sales in the Intermediary business channel.

Before assuming his current role, J. was Head of the Equity Index Management, Equity Trading and Transition Services Groups. Prior to joining BGI in 1995, J. spent 2-1/2 years at Merrill Lynch & Co., Inc as a vice president of Convertible Securities and Equity Derivatives....more

Alpha Trust Andromeda
Mr. Phaedon Tamvakakis, Managing Director, Alfa Trust Investment Services

Profesional experience: Alfa Trust Investment Services S.A. - Founding Partner and CEO (1987 – to date). Hellenic Telecoms Organization (O.T.E.) S.A. - Non-Executive Member of the Board of Directors (3/2002 – to date...more

ALPS Mutual Fund Services
WH Reaves REITs
Mr. Ronald J. Sorenson, Portfolio Manager

Mr. Sorenson is responsible for portfolio management and development of Private Client accounts at W. H. Reaves & Co. Prior to joining W. H. Reaves & Co., Mr. Sorenson was a co-owner and Portfolio Manager of an investment advisory firm, PVF Inc. He was a Director of the BMC Fund Inc., a closely held mutual fund.Mr. Sorenson served as Chairman of the Board of the American Life Insurance Company of New York and directed the investment activities of American Life as Chairman of the Investment Committee....more

Thomas N. Rzepski is a Vice President at the American Stock Exchange. He is responsible for new business development in closed-end funds. In this role, he initiates relationships with asset management firms to present the benefits of listing closed-end funds on the Amex. He is also responsible for ensuring that the Amex fulfills the ongoing business needs of the exchange's closed-end fund issuers.....more

Clifford J. Weber is senior vice president of the exchange traded fund (ETF) marketplace at the American Stock Exchange® (Amex®). Mr. Weber is responsible for both product development and the marketing of ETF products at the Amex. .....more

Barclays Global Investors
Ms. Amy Schioldager, Head of US Equity Portfolio Management, Managing Director

Amy Schioldager is responsible for BGI's US Equity Index Product including portfolio management, research and strategy. Her team consists of 11 portfolio managers and 2 analysts and is responsible for $350 billion in US Equity Index funds. Prior to Amy's current responsibilities, she managed the Transition Management team for two years and the International Equity Portfolio Management Group for six years. ...more

Barclays Global Investors
Mr. Brad Pope, CFA, Business Development Officer, Principal

Brad Pope is a business development officer in BGI 's iShares Sales Group. Brad focuses on institutional investors with an emphasis on pension plans and broker/dealers. Prior to his current role, Brad was head of BGI's Index Strategy and Research group. Brad has 16 years of investment management experience focused primarily on index and quantitative investment techniques. Brad was also the head of the US Equity Index Portfolio Management group at BGI....more

Barclays Global Investors
Mr. James G. Polisson, Chief Marketing Officer, US Intermediary Business, Barclays Global Investors

Jim Polisson is the head of marketing for the US Intermediary Business, including US and Europe iShares and the LifePath Funds. Jim's strategic marketing responsibilities include conducting market research and segmentation, product positioning, and directing the advertising and direct marketing programs for the Intermediary Business. Additionally, Jim directs the US and Europe iShares web sites...more

Paul is Head of the Portfolio Selection Team for Latin America Equity. He is the lead manager for the Scudder Latin American Fund, Brazil Fund and portfolio manager for Core Emerging Markets Equity...more

Matthew T. Moran is Vice President, Business Development, for the Chicago Board Options Exchange (CBOE), and is responsible for many of the exchange's marketing and educational efforts (including advertising, seminars and publications) for pension funds, mutual funds, and other institutional investors. He had a leadership role in the development of the CBOE S&P 500 BuyWrite Index (BXMSM), the first major benchmark for options performance, and he also is involved in the marketing of many other products, including futures on the CBOE Volatility Index (VIX)....more

Patricia Rosch joined Scudder Investments in 1998 and is currently a Director in the Closed-end Funds Group at Deutsche Asset Management. Ms. Rosch specializes in marketing for the firm’s sixteen closed-end funds as well as client relations and product origination....more.

Walter Kerschbaum is an Executive Vice President of Euronext –US, the North American representative office of Euronext, the pan-European Exchange. The Euronext-US offices are in Manhattan. Mr Kerschbaum heads the marketing team for Euronext’s cash products to US institutional clients...more

Carmen Campollo joined FTSE in 2002 and currently serves as Vice President, Strategy and Business Development. Her expertise encompasses strategy, competitive analysis and market intelligence as well as operational practices of international securities trading and markets rules, foreign portfolio investment regulations, SRI and Corporate Governance....more

April Kabahar has been a reporter for Institutional Investor News for the past three years and writes for both Fund Action and Fund Marketing Alert....more

Ms. Schaufler is Director of Deutsche Asset Management and Chief Investment Officer of the Germany, New Germany and Central Europe & Russia Funds (NYSE symbol: GER, GF and CEE).
Previously, Ms. Schaufler was Director of equity sales at HVB Capital Markets in New York. From 1997 to 2001 Ms. Schaufler worked as a Portfolio Manager of Deutsche Asset Management in Germany....more.

Head of portfolio selection teams for both Korean Equity and Korean Local Research Team: New York. Joined the Company in 1991, previously serving as lead portfolio manager for The Korea Fund, Korea Equity Fund, Korea Open Fund and the Hang Kang Restructuring Fund, after 7 years of experience as a Korea specialist for KPMG Peat Marwick....more

Lazard Global Total Return & Income Fund
Mr. James Donald, Director, Portfolio Manager/Analyst

Mr. Donald is a Director of Lazard Asset Management LLC. In addition to his duties as a portfolio manager/analyst he also serves as Head of the Emerging Markets Group. Prior to joining the firm in 1996, Mr. Donald worked at Mercury Asset Management, which he joined in 1985...more

Tina Singh is a Director within the Global Private Client division of Merrill Lynch. Her responsibilities include secondary marketing for closed-end funds, client relationships with asset managers and origination. Prior to joining Merrill Lynch in April 2004, she formed a strategic advisory firm, Investor Network in September 1999. Investor Network focused on developing strategic alliances between asset managers and distribution firms.....more.

John Forde joined Bank of Ireland Asset Management in 1995, having spent five years as an equity analyst/manager with Ireland’s largest life assurance company. He holds a degree in Commerce from University College Cork, an M.Sc. in Investment and Treasury from Dublin City University and is a member of the U.K. Society of Investment Professionals (UKSIP)....more

Scudder Municipal Income Trust
Ms. Eleanor Brennan, Director, Portfolio Manager

Eleanor R. Brennan, CFA - Senior Vice President. Ursinus College, B.A., 1986; Drexel University, M.S., 1991. Ms. Brennan is the co-lead portfolio manager for Scudder Managed Municipal Bond, Scudder California Tax Free and Scudder Florida Tax Free Funds....more.

Head of global portfolio selection team for Pacific Basin Equity, portfolio manager for Alpha Emerging Markets Equity: New York. Joined the Company in 1993, becoming lead portfolio manager of Scudder New Asia Fund, portfolio manager for Scudder International Research Fund....more

Scudder RREEF Real Estate Fund I & II
Mr. John Robertson, Partner, Portfolio Manager

Mr. Robertson received a B.A. degree from Wabash College and an M.B.A. degree from Indiana University. Prior to joining RREEF, Mr. Robertson was as Assistant Vice President for Lincoln Investment Management, Inc., where he was responsible for REIT research for the Delaware Pooled Trust Real Estate Fund, a small competitive mutual fund affiliate...more.

Taiwan Greater China Fund
Mr. Steve Champion, President of Taiwan Greater China Fund

Steven R. Champion was recently appointed President, Chief Executive Officer, and portfolio manager for the Taiwan Greater China Fund (the new name of The R.O.C. – Taiwan Fund.) Prior to this, Mr. Champion was Chief Investment Officer at Aetna International during 1996-2001 where he managed $17 billion in life insurance and pension assets in seventeen emerging markets....more.

UBS Investment Bank Financial Institutions Group
Mr. Todd Reit, Managing Director

Todd Reit is a Managing Director in UBS Investment Bank’s Global Financial Institutions Group. Mr. Reit specializes in a broad array of strategic advisory services in the asset management and related sectors. Mr. Reit’s responsibilities include new business origination and transaction execution functions....more

World Trust Fund
Mr. Alexander Zagoreos, Managing Director, Lazard Asset Management

Alexander Zagoreos (DOB - 11/16/37) is a Managing Director of Lazard Asset Management, and is responsible for emerging markets products and closed-end investment companies. He received a B.A. from Columbia College, and an M.B.A. and Masters of International Affairs from Columbia University...more.

Mr. Deng is a Director and Senior Portfolio Manager at Lazard Asset Management which he joined in 1997. Among the funds he manages are World Trust Fund, a closed-end investment company listed on the London Stock Exchange, and Lazard Emerging World Fund, a Dublin-listed mutual fund....more.