|
Track A
Taxable Money Fund Forum
|
Track B
Tax Exempt Money Fund Forum
|
| 8:30 |
Co-Chair's Opening Remarks
Brian Reynolds, Chief Market Strategist
M.S. HOWELLS & CO.
|
Co-Chair's Opening Remarks
Colleen Meehan, Senior Portfolio Manager
THE DREYFUS CORPORATION
|
| 8:45 |
Enhanced Cash & Cash Plus Products – Evaluating Alternative Cash Investment Strategies, Risks & Expected Returns
Simon Reeves, Managing Director, Fixed Income Portfolio Manager
ABN AMRO ASSET MANAGEMENT
Doug Rivkin, VP Senior Credit Officer
MOODY'S INVESTORS SERVICE
Craig J. Weisenberger, CFA, Senior Portfolio Manager
COLUMBIA MANAGEMENT
| Building a Tax-Exempt Money Market Portfolio
Kristian Lind,Vice President, Portfolio Manager
LEHMAN BROTHERS ASSET MANAGEMENT, LLC
Jeffrey Lipton, Senior Vice President, Senior Credit Analyst
LEHMAN BROTHERS ASSET MANAGEMENT, LLC
|
| 9:30 |
Portfolio Manager Roundtable: Evaluating Successful Investment Strategies
Kellie Allen, Managing Director
EVERGREEN INVESTMENT MANAGEMENT COMPANY
Mark Amberson, Director, Short Term Investments
RUSSELL INVESTMENT GROUP
Debbie Cunningham, Chief Investment Officer - Money Markets
FEDERATED INVESTORS
John Tobin, Managing Director
JPMORGAN ASSET MANAGEMENT
| Portfolio Manager Roundtable – Evaluating Successful Investment Strategies
Joseph A. Irace, Portfolio Manager
THE DREYFUS CORPORATION
Nicholas Rabiecki
JPMORGAN ASSET MANAGEMENT
Kevin Shaughnessy, CFA, Vice President/Senior Portfolio Manager
CHARLES SCHWAB INVESTMENT MANAGEMENT
Andrea T. Scott, Senior Trader
THE VANGUARD GROUP
|
| 10:15 | Networking Break |
| 10:45 | Economic Outlook - Evaluating Trends in Money Markets
Sean Collins, Senior Economist
INVESTMENT COMPANY INSTITUTE
|
| 11:30 |
Managing in a Steady Rate Environment
Debbie Cunningham, Chief Investment Officer – Money Markets
FEDERATED INVESTORS
|
| 12:15 |
Networking Luncheon & Brainstorming Session
Sponsored by: Dominion Bond Rating Service
|
| 1:30 |
Technology Roundtable -- Tactics for Ensuring Compliance under Increased Scrutiny
Mark Amberson, Director, Short Term Investments
RUSSELL INVESTMENT GROUP
Timothy Hanlin, Vice President, Front Office Systems
EVERGREEN INVESTMENTS
Kathryn Allen, Principal, Portfolio Manager
THE VANGUARD GROUP
|
| 2:15 |
Risk Management – Latest Techniques for Measuring, Monitoring and Reporting
Said Rafat, Managing Director
FITCH RATINGS
Dr. Andrew Aziz, Vice President, Market Risk and Buy-Side Solutions
ALGORITHMICS INCORPORATED
Louis H. Geser, Senior Sector Manager - Taxable Fixed Income Research,
THE DREYFUS CORPORATION
|
| 3:00 | Networking Break |
| 3:30 |
Latest Breaking Regulatory and Compliance Issues Impacting Money Funds
Moderator
Richard Marshall, Partner
KIRKPATRICK & LOCKHART
SEC Insight - Update on Regulatory Developments Impacting Money Markets
Robert Plaze, Associate Director, Division of Investment Management
U.S. SECURITIES & EXCHANGE COMMISSION
|
| 4:15 |
Successfully Implementing the New SEC Compliance Rule
Andrew McDevitt, Director, Regulatory Compliance Consulting Group
PRICEWATERHOUSECOOPERS
|
| 5:00 |
Close of conference
|
