| 8:00 – 9:00 |
Continental Breakfast
|
| 8:45 – 9:00 |
Welcoming Remarks
Frank Pusateri (Adirondack Portfolio Management, Inc)
Bucky Isaacson (Future Funding Consultants)
|
| 9:00 – 9:30 |
Marketing in Europe
Cecilia Mortimore (Credit-Suisse Securities (USA) LLC)
|
| 9:30 - 10:00 |
Institutional Marketing
Laurie Posner (PNC Capital Advisors)
|
| 10:00 – 10:30 |
Coffee Break
|
| 10:30 – 11:00 |
Manager Selection and Portfolio Creation at a Fund of Funds
|
| 11:00 – 12:00 |
Innovations in Investment Products and Marketing Exchange Traded Funds
Product Structuring and Marketing to The Broker Dealer Community
|