Monday, June 16, 2008

8:00

Registration

8:45

Opening Remarks from Conference Chairperson

Steve Ferber
INSTITUTIONAL ASSET MANAGER DISTRIBUTION
CONSULTING PRINCIPAL

9:00

State of the Overall Mutual Fund and Defined Contribution Markets

Salim Ramji, Partner
MCKINSEY & COMPANY

9:45

Target Date Fund Construction Methodologies-Pros and Cons

Ron Surz, Principal, Target Date Analytics LLC
PRESIDENT, PPCA INC.

Kelly Cliff, Manager
CALLAN ASSOCIATES

10:45

Morning Networking Break

11:15

Differentiating Yourself In An Increasingly Crowded Marketplace

Moderator:
Ward Harris
ROGERSCASEY

Michael Finnegan, Chief Investment Officer
PRINCIPAL FUNDS

Timothy Sweeney,
MORGAN STANLEY

12:15

Luncheon sponsored by DOWJONES

1:30

Asset Management and Rebalancing-Methodologies on Determining the Right Asset Mix at the Right Weight at the Right Time

Brock Johnson, Vice President, Sales and Marketing
MORNINGSTAR

2:30

Moving From Asset Accumulation to Income Distribution-Finding the Optimal Glide Path Transition to Retirement Income

Matthew Radgowski, Vice President
WILSHIRE ASSOCIATES

3:15

Afternoon Networking Break

3:45

The Increasing Implementation of Target Date Strategies in Collective Trusts and Commingled Funds

Steve Ferber
INSTITUTIONAL ASSET MANAGER DISTRIBUTION
CONSULTING PRINCIPAL

Joan Bozek, Retirement Chief Investment Officer
MERRILL LYNCH

4:30

Plan Sponsor Roundtable-How Plan Sponsors Evaluate and Select Target Date Funds, and How Manufacturers Can Get on Their Short List

Stuart Odell, Director of Retirement Services
INTEL (tentatively confirmed)

Stacy Schaus, Senior Vice President and Lead Strategist, Defined Contribution Practice,
PIMCO