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Noel Archard is responsible for product management of the Vanguard VIPERs®, Vanguard’s exchange traded funds (ETFs). His focus is on establishing and developing the utilization of the VIPERs across all appropriate business lines within Vanguard. Mr. Archard has been involved with Vanguard’s ETF program since 2003. Mr. Archard joined Vanguard in 1996. He has worked in various roles during that time, running Vanguard’s outside funds program, the brokerage Business Development & Marketing team along with the brokerage Investor Services Group....more.

Charles A. (Tony) Baker
Managing Director, ETF Marketplace
American Stock Exchange LLC

Tony Baker is Managing Director of the Exchange Traded Marketplace at the American Stock Exchange® (Amex®). Mr. Baker is responsible for spearheading the active ETF initiative at the Amex....more.

Robert S. Becker, Senior Vice President, is co-portfolio manager of Cohen & Steers Utility Fund, Cohen & Steers Select Utility Fund and Cohen & Steers REIT and Utility Income Fund. In addition, he leads the firm's utility research and investment efforts. Mr. Becker joined Cohen & Steers in December 2003....more

Mr. Blessing joined Merrill Lynch Investment Managers in July 2002. He has over fifteen years of experience in the financial markets on both the buy and sell side. Prior to MLIM Craig spent five years at Chase Fleming Asset Management where he managed multi-sector and Emerging Market Bond portfolios, including the Chase Vista Strategic Income Fund and the Chase Vista Emerging Market Income Fund, both with top quartile track records. Craig was also Director of Fund Management at Serfin Securities, Inc. and the co-head of Emerging Market Fixed Income Sales and Trading at Bank of America....more.

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

Portfolio manager for Deutsche Asset Management municipal bond group in Boston. Joined the Company in 1995 after 8 years of experience as assistant portfolio manager and trader for Vanguard Group of Investment Companies. Over 18 years of investment industry experience. BS from Ursinus College; MS from Drexel University....more

Ms. Mariana F. Bush, CFA
Closed-end Funds & ETF Analyst
Advisory Services Group
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.

Founder and President of New Millennium Advisors, LLC, an active management firm. Prior to founding NMA in 1995, he was Director of Closed-end Funds Research and Strategy at Prudential Securities...more.

Ms. Lisa Chen
Senior Portfolio Manager
Head of the International iShares Team
iShares FTSE/Xinhua China 25 Index Fund
Barclays Global Investors

Lisa Chen is a senior portfolio manager and heads the International iShares Team at BGI. The team is responsible for 35 single country, regional, sector and global iShares based on MSCI, S&P and FTSE indices. Prior to joining BGI in 1999 Lisa was a portfolio manager with the Province of British Columbia where she managed both domestic and international portfolios for this large Canadian public pension....more.

Dan began his career in 1985 in the origination division of the Unit Investment Trust Department of Merrill Lynch. After excelling in various marketing functions in the Equity Division, he was named Director of Global Equity Marketing in 1997 as his role expanded to include all Equities and Exchange Traded Funds (ETFs). In this position, Dan led the development of nine ETFs as tools for Merrill Lynch Financial Advisors to customize client portfolios to meet specific investment objectives. Merrill partnered with State Street and the American Stock Exchange and launched Sector SPDRs in December, 1998, with $400 million in assets. Sector SPDR assets have since grown to more than $9.0 billion...more.

Ms. Susan P. Gulshan
Vice President CEF Secondary Marketing Specialist
Merrill Lynch

Susan joined Merrill Lynch in April 2004 as part of the Investor Strategies Group. Susan comes to Merrill Lynch from Morgan Stanley where she spent the last 8 years in various positions ranging from Equity Marketing, Fixed Income Trading and CEF and ETF Marketing. She most recently served as the ETF Product Manager, overseeing all CEF and ETF secondary marketing to the retail sales force....more.

Terrence S. Gray, CFA
Director
The Korea Fund

Portfolio manager for Alpha Emerging Markets Equity, lead portfolio manager for Scudder New Asia Fund, Scudder Global Discovery Fund and Korea Fund: New York. Joined the Company in 1993, covering global emerging markets and Pacific Basin markets in various capacities; previously head of the Pacific Basin PST and served as an Asian country and sector analyst before joining the Emerging Markets team. BS from Boston College...more

Mr. Hugh T. Hurley
Managing Director of Investment & Product Marketing for the Americas region
Merrill Lynch Investment Managers (MLIM)

Hugh T. Hurley is a Managing Director of Investment & Product Marketing for the Americas region of Merrill Lynch Investment Managers (MLIM), the asset management division of Merrill Lynch. In this role, Hugh is responsible for all product support functions for MLIM’s U.S.-manufactured products, including product management and development, product specialists, product positioning and sales support....more.

John L. Jacobs
CEO, Nasdaq Global Funds, Inc. and Executive Vice President, Worldwide Marketing
The Nasdaq Stock Market, Inc.

As head of the Nasdaq Global Funds Division, Jacobs is responsible for all aspects of the financial products business strategy, including the development of new products and product licensing, both in the U.S. and abroad. Under his direction, NASDAQ launched one of the most successful financial products in stock market history: The NASDAQ-100 Index Tracking StockSM (QQQ)....more.

Deirdre Kennedy joined Bank of Ireland Asset Management in 1998. She holds a degree in Business and Legal Studies from University College Dublin and a Certificate in Investment Management. Deirdre is a CFA charterholder. Deirdre is a member of the team handling the New Ireland Fund, Inc's investments, under the direction of Chris Reilly, Chief Investment Officer....more.

Mr. John A. Key
UBS AG, UBS Investment Bank
Executive Director, Financial Institutions Group

John Key is an Executive Director in UBS Investment Bank’s Global Financial Institutions Group. Mr. Key specializes in working with asset management and related companies. Mr. Key has extensive experience in the origination, structuring and capital raising of investment products on behalf of asset management companies. He also heads the Fund Advisory and Marketing Services Group that is responsible for providing clients with comprehensive market intelligence and analytical reviews of exchange-traded fund performance and the implementation of proactive marketing and communications with regard to client managed funds....more.

Dodd Kittsley joined Morgan Stanley in 1997, and is currently an analyst covering exchange-traded funds (ETFs) and closed-end funds. Prior to joining the firm, Dodd worked in venture capital and was a financial advisor with American Express. Dodd received a BA at Hamilton College and an MS from the University of Houston. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and New York Society of Security Analysts....more.

Mr. Lipper’s current professional activities are mostly involved with Lipper Advisory Services, Inc. a registered investment adviser that provides advice and management of accounts investing in portfolios of mutual funds and separate account managers with current assets in excess of $1 billion. He is also a managing member of L&S Partners I, LLC a private financial services hedge fund. Mr. Lipper continues to accept a limited number of consulting assignments dealing with funds and brokerage firms through Lipper Consulting Services, Inc....more.

Jeffrey Margolin
Vice President and Closed-End Fund Analyst,
First Trust Advisors LP

Mr. Margolin is Vice President, Closed-End Fund Analyst, for First Trust Portfolios L.P. Mr. Margolin joined the firm in February 2005, after 8 years at Ryan, Beck & Co., where he was a Vice President of equity research focusing on NYSE and AMEX-listed closed-end funds. While there, he produced in-depth research reports on closed-end funds, providing insights on relative performance and portfolio strengths and weaknesses....more.

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. Paul also oversees the management of Strategic Equity Portfolios (STEP) products and asset allocation models using Exchange-Traded Funds....more.

Mr. Jon Maier
Director, Closed-End Funds and 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....more.

Mr. Colm McDonagh
Senior Portfolio Manager & Head of Global Emerging Debt
Aberdeen Asset Management Limited
First Trust/Aberdeen Global Opportunity Income Fund

Colm has been investing in emerging debt markets since 1996 experiencing the accelerated development of the asset class over the period. He has successfully invested across the entire emerging debt universe including government, corporate, distressed, domestic and external debt securities. At Aberdeen Colm is Head of Global Emerging Market Debt and runs the EM Debt team who manage several mandates, mostly on a total return basis...more.

John Merrell is a managing director of Bear Wagner Specialist LLC, a leading NYSE specialist firm, where he directs client service, marketing and business development activities. John has 20 years of executive leadership experience in the financial services sector. Prior to joining Bear Wagner, John was President of EnvestnetPMC, a leading provider of managed accounts for financial advisors and independent broker-dealers....more.

Mr. Mixon is a director in the U.S. quantitative and equity derivatives research group of UBS Investment Research. In this capacity, Mr. Mixon specializes in the analysis of investment strategies involving equity derivatives, including applications of options, futures, and exchange traded funds. He joined UBS in 1997 and worked with the equity derivatives sales desk in a strategy role prior to joining Equity Research....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.

Kathleen has extensive experience in the establishment and representation of exchange-traded investment companies, popularly known as “ETFs”. Kathleen’s early involvement with the structure, creation and registration of SPDRs led to her moniker “spdrwoman”, and she has advised on the establishment of various other US ETFs, including MidCap SPDRs, DIAMONDS, WEBS, QQQs, iShares, VIPERS, and FITRs....more.

Mr. Douglas G. Ober
Chairman and Chief Executive Officer
Adams Express Company
President
Closed-End Fund Association

Douglas G. Ober is the Chairman and Chief Executive Officer of two closed-end funds, The Adams Express Company and Petroleum & Resources Corporation, with combined assets of nearly $2 billion. Both funds have been investment companies, traded on the New York Stock Exchange, since 1929, with Adams Express having previously been involved in a nationwide delivery business. Mr. Ober joined the firms in 1980 as a research analyst, became a member of the portfolio management team in 1986, and was elected Chairman of the companies in 1991....more.

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 25 years of experience within the financial services industry....more.

Alexander Reiss is the Senior Analyst for Closed-End Funds at Ryan Beck and Co. He joined Ryan Beck & Co. in 2002. Previously, Mr. Reiss had been an associate analyst with Gruntal and Co., covering Closed-End Funds....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. Prior to joining Scudder, she was in high yield sales at First Albany and Alex. Brown & Sons. Ms. Rosch holds a Bachelor of Science degree from the University of Delaware....more.

Ms. Sandra M. Schaufler
Chief Investment Officer
The Germany Fund Inc.
The New Germany Fund, Inc.
The Central Europe and Russia Fund, Inc.

Sandra M. Schaufler, joined the company in 2004 after eight years of prior experience, including director of equity sales at HVB Capital Markets, portfolio manager and equity analyst at Deutsche Asset Management in Munich, Germany....more.

Frank Sileo joined Smith Barney in March 2004 as a Senior Analyst, Vice President in the Closed-End Fund and Exchange-Traded funds (ETFs) research group. Prior to joining Smith Barney, Frank worked for over five years as a Corporate Bond Research Analyst at Prudential Securities after a 3-year turn in their Equity Research Department. He also spent a year at PaineWebber as an MBS Analyst in the Risk Management area...more.

Ronald J. Sorenson
Executive Vice President, Portfolio Manager
W. H. Reaves & Co., Inc

Executive Vice President and Portfolio Manager with 25 years of investment management experience. Mr. Sorenson is responsible for portfolio management of the Reaves Utility Income Fund and for the management 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.

Clifford J. Weber
Senior Vice President, ETF Marketplace
American Stock Exchange LLC

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. Mr. Weber joined the Amex in 1990 and has played a key role in the deployment and development of the Amex’s successful ETF business....more.

Patrick Wong
Vice Chairman
Polaris Securities Investment Trust, Taiwan, R.O.C.

Current Experience:

Vice Chairman Polaris SITC
Currently managing director of Securities Investment Trust & Consulting Association of the ROC.....more