| 7:15
A.M. - 8:00 A.M. |
BREAKFAST & REGISTRATION |
|
MORNING SESSION |
| 8:00 A.M. |
WELCOME REMARKS
|
Mr.
Nicolas Bornozis
President
Capital Link, Inc.
|
| 8:00 A.M. - 8:10 A.M. |
INAUGURAL ADDRESS
|
MR. MARIO J. GABELLI
Chairman, CEO & CIO
GAMCO Investors, Inc.
CLOSED-END FUNDS
|
| 8:10
A.M. - 8:30 A.M. |
CLOSED-END FUNDS
Introduced by:
Ms. Sangeeta Marfatia
Closed-End Fund Analyst
UBS Investment Management Research
|
CLOSED-END FUNDS IN 2008: AN OPPORTUNITY OR RISK?
Mr. Doug Bond
EVP & Portfolio Manager, Closed-End Opportunity Fund
Cohen & Steers
|
| 8:30
A.M. - 9:10 A.M. |
INDUSTRY ROUNDTABLES
CLOSED-END FUNDS
Moderated by:
Ms. Mariana Bush
Closed-End Funds & Exchange-Traded Funds Analyst
Wachovia Securities
|
THE CATACLYSM OF LEVERAGE IN CLOSED-END FUNDS
Mr. Steven A. Baffico
Director of Strategic Initiatives
BlackRock Investments
Mr. Kenneth Fincher
Vice President, Director of Product Management & Client Advocacy,
Calamos Investments
Mr. Jonathan Isaac
Vice President, Closed-End Funds,
Eaton Vance Managed Investments
Mr. Jon Maier
Investment Strategy Group-Closed-End Funds
Merrill Lynch
Mr. Paul Williams
Managing Director, New Product Development
Nuveen Investments
|
| 9:10 A.M. - 9:50 A.M. |
INDUSTRY ROUNDTABLES
CLOSED-END FUNDS
Moderated by:
Mr. Kenneth Fincher
Vice President, Director of Product Management & Client Advocacy
Calamos Investments
|
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK
Mr. Doug Bond
EVP & Portfolio Manager, Closed-End Opportunity Fund
Cohen & Steers
Ms. Karen R. McColl, CFA
Vice President
Investment Product Management, Evergreen Investments
Mr. Jeffrey Margolin
Vice President and Closed-End Fund Analyst
First Trust Advisors L.P.
Mr. David Lamb
Managing Director, Head of Modeling & Analysis Group
Nuveen Investments
|
| 9:50 A.M. - 10:30 A.M. |
FIXED INCOME INVESTING
Moderated by:
Ms. Amy Charles
Senior Vice President
Director - Closed-End Fund Research
Raymond James
|
INVESTING IN FIXED INCOME THROUGH ETFs
Mr. Brendan Ahern
Business Development Officer, iShares
Barclays Global Investors
CATASTROPHE BONDS: A NEW AND UNIQUE ASSET CLASS-Pioneer Diversified High Income Trust(HNW)
Mr. Michael Temple
Vice President, Director of Fixed Income Credit Research
Pioneer Investments
|
| 10:30 A.M.- 11:30 A.M. |
EQUITY & TOTAL RETURN INVESTING
Moderated by:
Mr. Kristoph Rollenhagen
Sr.V.P.- Research, Closed-End Funds and ETFs
Oppenheimer & Co.
|
INVESTMENT OPPORTUNITIES IN SENIOR LOANS
Mr. Dan Norman
Senior Vice President & Group Head of the Senior Debt Group
ING Investment Management
EVERGREEN UTILITIES & HIGH INCOME FUND
Mr. Timothy O'Brien
Portfolio Manager
Evergreen Investments
INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR
Mr. David Schulte
Managing Director
Tortoise Capital Advisors
|
|
MORNING SESSION (West Lounge - 1st Floor) |
| 11:30 A.M. - 12:30 P.M. |
THE EVOLUTION OF INDEXING AND ETFs
Moderated by:
Mr. Alex Reiss, Analyst, V.P.
Closed-End Fund & ETF Research
Stifel Nicolaus
|
ACCESS TO EMERGING MARKETS - INVESTING WITH INNOVATIVE INDEX CONCEPTS
Dr. Hartmut Graf
Head of Issuer Data & Analytics
Deutsche Börse AG
THE EVOLUTION OF INDEXING AND ETFs
Mr. H. Bruce Bond
President & CEO
Invesco PowerShares Capital Management
A COMMON SENSE APPROACH TO INVESTING IN EMERGING MARKETS
Mr. Luciano Siracusano
Director of Research
WisdomTree Investments
|
| 12:30 P.M. - 1:00 P.M. |
KEYNOTE SPEAKER
|
MR. ROBERT KAPITO
President and Director
BLACKROCK INVESTMENTS
"The 21st Century Asset Management Business: Challenges, Opportunities and Beyond"
Introduction by:
Mr. Raymond L. Bell
Vice President, Global Corporate Client Group
NYSE Euronext
|
|
LUNCH (Main Dinning Room - 3rd Floor) |
| 1:15 P.M. - 2:15 P.M. |
 |
|
AFTERNOON SESSION (West Lounge - 1st Floor) |
| 2:30 P.M. - 2:50 P.M. |
RISK MITIGATION STRATEGIES
|
CAN PUT-WRITE & BUY-WRITE INDEXES GENERATE HIGHER INCOME & RISK-ADJUSTED RETURNS?
Mr. Matthew Moran
Vice President
Chicago Board Options Exchange (CBOE)
|
| 2:50 P.M. - 3:10 P.M. |
EXCHANGE TRADED NOTES (ETNs)
|
BUILDING INVESTMENT PORTFOLIOS WITH ELEMENTS EXCHANGE-TRADED NOTES (ETNs)
Mr. Satch Chada
Managing Director, Structured & Alternative Solutions
Merrill Lynch
Mr. Michael Forstl
Managing Director, Structured Products Consulting Group
Nuveen Investments
|
| 3:10 P.M. - 3:50 P.M. |
INDUSTRY ROUNDTABLES
ETFS
Moderated by:
Mr. Paul Mazzilli
Director ETF Research
Morgan Stanley
|
FUNDAMENTAL VERSUS TRADITIONAL INDEXING
Mr. Dodd F. Kittsley, CFA
Strategist
Barclays Global Investors
Mr. Edward McRedmond
SVP - Portfolio Strategies
Invesco PowerShares Capital Management
Mr. Luciano Siracusano
Director of Research
WisdomTree Investments
Mr. Tom Anderson, CFA
Vice President and Head of Strategy and Research
State Street Global Advisors
Mr. Paul Drakeley
Account Sales Executive
Vanguard Financial Services (VFAS)
|
| 3:50 P.M. - 4:30 P.M. |
INDUSTRY ROUNDTABLES
ETFS
Moderated by:
Mr. Joe Witthohn
Director of ETF Research
Janney Montgomery Scott
|
CURRENT TRENDS, OPPORTUNITIES & OUTLOOK
Dr. Hartmut Graf
Head of Issuer Data & Analytics
Deutsche Börse AG
Mr. Jeffrey Margolin
Vice President
First Trust Advisors
Mr. Ben Fulton
Executive VP, Global Product Development
Invesco PowerShares Capital Management
Ms. Jill Iacono
Vice President and Director of National Accounts
State Street Global Advisors
Mr. Paul Drakeley
Account Sales Executive
Vanguard Financial Services (VFAS
|
| 4:30 P.M. - 5:15 P.M. |
INDUSTRY ROUNDTABLES
INVESTING THROUGH CEFs, ETFs and ETNs
Moderated by:
Mr. Dennis Emanuel
Managing Director, CEF & ETF Research
Citigroup Investment Research
|
Using ETFs, CEFs and ETNs in Investment Portfolios
Mr. Brian D'Anna
Senior CEF Specialist
BlackRock
Mr. Dodd F. Kittsley, CFA
Strategist
Barclays Global Investors
Mr. Michael Jones
Chairman & CIO
Riverfront Investment Group
Mr. Michael Forstl
Managing Director, Structured Products Consulting Group
Nuveen Investments
Mr. Jamie Block
Wealth Advisor
Morgan Stanley
Ms. Deborah Fuhr
Managing Director
Morgan Stanley, Consolidated Equities
|
| 5:15 P.M. - 6:30 P.M. |
Cocktail Reception at the Metropolitan Club |
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