The Second Annual Dow Jones Indexes Conference
Crowne Plaza Hotel
· 1605 Broadway · New York, NY · 10020Tuesday, June 16, 1998
7:30 - 8:30 am Continental Breakfast Courtesy of The Chicago Board Options Exchange
8:30 - 9:30 am The Case for Global Investing and Global Index Strategies
Featured Conference Keynoter: Burton Malkiel, Princeton University
Introduction by: David Moran, Dow Jones Indexes
9:30 - 9:45 am Business Break
| Track A: Global Investment Strategies | Track B: Global Benchmarking and Index Issues | Track C: Specific Country & Region Assessments and Forecasts | Track D: Integrating Technology and Investment Analysis |
| Chair: James Penner, Montana Board of Investments | Chair: Nathan Most, WEBS Index Fund, Inc. | Chair: Peter Donovan, Wright Investors Service | Chair: Gary Gastineau, American Stock Exchange |
Following the break, the remainder of conference separates into four separate tracks that have been categorized A - D for your convenience as shown below. There is no requirement for attendees to remain within one track. In some cases the conference organizers have combined Tracks A and B.
9:45 - 11:30 am
| Tracks A & B: The Global Strategists Round Table: Outlook for the next 12 months | Track C: The Future of Central European Investing | Track D: The Future of Trading Systems and Technologies |
| Moderator: Sue Herera, CNBC Panelists: Thomas Galvin, Donaldson, Lufkin & Jenrette Leila Heckman, Salomon Smith Barney Michael Holland, Holland & Company Barbara Marcin, Citibank Global Asset Management Michael Metz, CIBC Oppenheimer Corporation |
Moderator: Frederick Kempe,
Wall Street Journal Europe Panelists: Barbara Morrow, Barronett Global Investors, Inc. Rudiger Rucker, Wiener Börse AG Joseph Strubel, Renaissance Capital Group Andrew Weiss, Central Europe Privatization Fund LP |
Moderator: Mike Keady, Plexus Group Panelists: Charles Galligan, Bear Stearns & Company Mark Gimple, Reynders Gray & Company David Weisberger, Salomon Smith Barney Dorit Zeevi, Instinet |
11:30 - 1:00 pm
| Track A: Adding Value Through Disciplined Active Management | Track B: The New Generation of Exchange-Traded Trusts and Mutual Funds | Track C: Indonesia - The Worlds Fourth Most Populous Nation. No market fell further and faster. It remains solidly in the eye of the storm. | Track D: The Future of Investment Technologies Demonstrations |
| Moderator: Mary Cottrill,
CalPERS Panelists: Ross Bruner, IMI Group Ralph Goldsticker, Vestek Systems Rosemary Macedo, Bailard Biehl and Kaiser Rick Roberts, First Quadrant, L.P. Christoph Schenk, Investment Association Asea Brown Boveri |
Moderator: Joseph LaCorte,
S-Network Panelists: Lynda Briant, Toronto Stock Exchange Ned Burke, ALPS Mutual Fund Services Erik Liik, Funds Distributor, Inc. Tuuli Ristkok, Brown & Wood Jim Ross, State Street Bank and Trust Company |
Moderator: Randall Forsyth,
Barrons Panelists: Timothy Brennan, Asian Capital Partners Ambrose Chang, Daiwa International Capital Mgmt. Kara Tan Bhala, Merrill Lynch Asset Management Maria Fiorini Ramirez, Maria Fiorini Ramirez, Inc.. |
Exhibitors will be giving demonstrations and presentations of how technology may equip investors to handle the challenges of the new millennium. |
1:00 - 2:30 pm Lunch, courtesy of the Chicago Board of Trade
"A Paradigm Shift, But of What Kind?" Luncheon Keynote Speaker: Rob Arnott, First Quadrant, L.P.
2:45 - 4:15 pm
| Track A: Global Tactical Asset Allocation Round Table | Track B: Global Fixed-Income Round Table | Track C: China Superpower for the 21st Century? | Track D: Risk Analysis Technologies in the Global Markets |
| Moderator: Michael Wilcox,
Alford Associates Panelists: James Clunie, Murray Johnstone International Ltd. Max Darnell, First Quadrant, L.P. Joanne Hill, Goldman Sachs, & Co. Ram Kolluri, GlobalValue Investors, Inc |
Moderator: David Blitzer,
Standard & Poors Panelists: Lev Dynkin, Lehman Brothers Donna Marsella, John Hancock Funds Ron Ryan, Ryan Labs Cynthia F. Steer, Hartford Municipal Employee Retirement System |
Moderator: Michael Holland,
Holland & Company Panelists: Ambrose Chang, Daiwa International Capital Management Sheldon Gao, Dow Jones Indexes Ambassador Joe O. Rogers, Rogers International, Inc. |
Moderator: Mark Gimple,
Reynders Gray & Company Panelists: John Blin, APT, Inc. Dan diBartolomeo, Northfield Information Services, Inc. Till Guldimann, Infinity Steve Hardy, Zephyr Associates Jason MacQueen, QUANTEC |
4:15 - 4:30 pm Coffee Break, courtesy of WEBS
4:30- 6:00 pm
| Tracks A & B: Global Sub-Indexes: Flavors & Varieties | Track C: Brazil and Her Neighbors | Track D: Integrating Advanced Quantitative Methodologies into Global Asset Management Processes |
| Moderator: Steven Schoenfeld,
Barclays Global Investors Panelists: Suzanne Crosby, Morgan Stanley Capital International Norman Mains, Dow Jones Indexes Thomas Nadbielny, Salomon Smith Barney Robert Shakotko, Standard & Poors Peter Wall, International Finance Corporation |
Moderator: Antonio Ferrareis,
Preferred Capital Markets Panelists: Francisco Alzuru, Hansberger Global Investors Lawrence Goodman, Santander Investment Securities, Inc. Mark G. Latham, Barings Asset Management Scott Pardee, M.I.T. Sloan School of Business |
Moderator: Robert Ferguson,
Axiomatic Systems, Inc. Panelists: Herbert Blank, QED International Associates Kent Clark, Goldman Sachs Asset Management James OSullivan, Obil Capital Management Randal Pearson, Geomatrix Incorporated |
6:00 - 8:00 pm Cocktail Party, courtesy of the American Stock Exchange
"The Future of Global Stock Exchanges and Exchange-Traded Investments"
Presentation by: Michael Bickford, American Stock Exchange
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