| 7:45 AM - 8:30 AM |
REGISTRATION & BREAKFAST
Sponsored by
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MORNING SESSION
(West Lounge - 1st Floor) |
| 8:25 AM - 8:30 AM |
WELCOME REMARKS |
Mr. Nicolas Bornozis, President - Capital Link |
| 8:30 AM - 8:50 AM |
CLOSED-END FUNDS |
THE STATE OF THE CLOSED-END FUND INDUSTRY IN 2010
- Ms. Mariana Bush, Closed-End Funds & Exchange Traded Funds Analyst - Wells Fargo Securities
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| 8:50 AM - 9:10 AM |
EXCHANGE TRADED FUNDS |
THE STATE OF THE ETF INDUSTRY in 2010
- Ms. Deborah Fuhr, Managing Director, Global Head of ETF Research & Implementation Strategy - BlackRock
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| 9:10 AM - 9:50 AM |
FIXED INCOME INVESTING
Introduced by:
Mr. Jon Maier, Investment Strategy Group, Closed-End Funds - Bank of America Merrill Lynch
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EMERGING MARKET DEBT - A CHANGING ASSET CLASS
- Mr. Kevin Daly, Portfolio Manager - Aberdeen's Emerging Market Debt Team
THE EVOLUTION OF FIXED INCOME ETFs - ACTIVE MANAGEMENT
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| 9:50 AM - 10:50 AM |
EQUITY & TOTAL RETURN INVESTING
Introduced by:
Mr. John Duggan, Director, Closed-End Fund Trading Desk Strategist - Oppenheimer & Co.
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EVERGREEN UTILITIES & HIGH INCOME FUND (ERH) & EVERGREEN GLOBAL DIVIDEND OPPORTUNITY FUND (EOD)
INVESTMENT OPPORTUNITIES IN THE ENERGY INFRASTRUCTURE SECTOR
ING Infrastructure Industrials and Materials Fund (IDE)
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| 10:50 AM - 11:30 AM |
EQUITY INVESTING
Introduced by:
Mr. Alex Reiss, Analyst, Closed-End Fund Equity Research - Stifel Nicolaus
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THE MEXICO FUND, INC. TAKING ADVANTAGE OF A STRONG ECONOMIC RECOVERY
EQUITY MARKET DEVELOPMENTS IN LATIN AMERICA - PERFORMANCE, VALUATION AND RETURNS
- Mr. Nick Robinson, Investment Manager - Aberdeen's Global Emerging Markets Equity Team
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| 11:30 AM - 11:50 AM |
RISK MITIGATION STRATEGIES
Introduced by:
Ms. Sangeeta Marfatia - UBS Investment Research
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CAN PUT-WRITE & BUY WRITE INDEXES GENERATE HIGHER INCOME & RISK ADJUSTED RETURNS?
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| 11:50 AM - 12:10 PM |
SOCIALLY RESPONSIBLE ETFS
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Mr. Thompson S. Phillips, Jr., President - FaithShares
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| 12:10 PM - 12:50 PM |
FOCUS ON INVESTOR PROTECTION
Moderated by:
Professor Arthur Miller, Special Counsel - Milberg LLP
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THE MADOFF TRAGEDY: OPTIONS FOR RECOVERY? "TAKE 2":
What changed and what didn't in the past 12 months.
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PARALLEL BREAK OUT SESSIONS
(James Room - 2nd Floor)
|
| 9:50 AM - 10:30 AM |
ETF PORTFOLIO MANAGEMENT STRATEGIES
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DIVERSIFIED ETF AND CEF PORTFOLIO STRATEGIES
- Mr. Kevin D. Mahn, Chief Investment Officer - Hennion & Walsh Asset Management and Portfolio Manager - SmartGrowth® Mutual Funds
|
| 11:00AM - 11:40 AM |
USE OF LEVERAGE IN CLOSED-END FUNDS
Moderated by: Mr. Ian Rasmussen, Director - Fitch Ratings
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- Ms. Mariana Bush, Closed-End Funds & ETFs Analyst - Wells Fargo Securities
- Mr. Justin Ryvicker, Private Placements - Metlife
- Mr. Yuriy Layvand, CPA, Associate Director - Fitch Ratings
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LUNCH SESSION
(Main Dining Room - 3rd Floor)
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| 1:00 PM - 1:45 PM |
KEYNOTE SPEAKER
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Mr. Gerald Malone
Chairman of the Board of Directors of Aberdeen Funds, and of Aberdeen Asia-Pacific Income Fund, Inc. and Aberdeen Global Income Fund Inc.
"Navigating in Emerging Markets Nations:
Opportunities and Pitfalls"
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| 1:45 PM - 2:15 PM |
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AFTERNOON SESSION
(West Lounge - 1st Floor) |
| 2:30 PM - 3:00 PM |
CEF INDUSTRY ROUNDTABLE
Moderated by:
Mr. Dennis Emanuel, Managing Director, CEF & ETF Research - Citigroup Investment Research
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| 3:00 PM - 3:30 PM |
ETF INDUSTRY ROUNDTABLE
Moderated by:
Mr. Dominic Maister, Executive Director, Markets Group - Morgan Stanley
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| 3:30 PM - 4:00 PM |
COMMODITY ETFs ROUNDTABLE
Moderated by:
Ms. Jessica Jablonowski, Investment Analyst, Wealth Management Research - Janney Montgomery Scott
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- Mr. John Hyland, Chief Investment Officer - United States Commodity Funds
- Mr. Satch Chada, Managing Director - Jefferies Asset Management
- Mr. Gabriel Hammond, Chairman & Founder – Alerian
- Mr. Alex Depetris, Vice President, DBX Group - Deutsche Bank AG
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| 4:00 PM - 4:30 PM |
PRODUCT INNOVATION IN ETFs
Moderated by:
Mr. Scott Burns, Director ETF Research - Morningstar
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| 4:30 PM - 5:00 PM |
TRADING & BEST EXECUTION ROUNDTABLE
Moderated by:
Ms. Laura V. Morrison, Vice President, Global Index and Exchange Traded Products - NYSE Euronext
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| 5:15 PM - 6:30 PM |
COCKTAIL RECEPTION
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