7.30 Registration and breakfast

8.15
SPECIAL BREAKFAST BRIEFING: 10 ways to ruin a perfectly good index portfolio
Led by Russell Wild MBA, Investment Advisor, GLOBAL PORTFOLIOS

8.50
Welcome address: Structured Products magazine

Chairman: Dr Seddik Meziani, Professor of Finance and Economics, MONTCLAIR UNIVERSITY

9.00
Opening panel discussion: Financial innovation in the ETF Marketplace of 2010-11
-The effect of ETF usage and the indexing world on products, processes and services
- How investors really use ETFs and impact on performance relative to others
- The future: what will investors want and what will issuers be able to provide?
- How have ETFs changed the advisory business model?
- The best new ETFs for 2011- selecting and differentiating the best from the rest
Moderator: Dr Seddik Meziani, Professor of Finance and Economics, MONTCLAIR UNIVERSITY
Vinny Catalano, President and Global Investment Strategist, BLUE MARBLE RESEARCH
Alan Rosenfield, Managing Director, HARMONY ASSET MANAGEMENT
Thomas Heck, Chief Investment Officer, BALL STATE UNIVERSITY FOUNDATION

9.40
The rise of the ETN
- Improving credit markets and new ways to meet investment objectives
- Further growth in issuance
- How have transparency and liquidity assisted the development of ETNs?
- How much of your portfolio should you dedicate to these products?
Speaker to be confirmed

10.10
Morning break and an opportunity to visit the exhibition

10.30
Panel discussion: Best practice ETF trading
- Important factors to consider when accessing the market
- Trading strategies for best execution
- Comparing challenges in the US and European market
- The value of market makers
Casey Smith, Director, WISER WEALTH MANAGEMENT
Kenneth Dolan, Senior Trader, LABRANCHE STRUCTURED PRODUCTS
Andrew McOrmond, Managing Director, WALLACH BETH CAPITAL
Other speakers to be confirmed

11.00
New developments in commodity products
- New CFTC regulations and their impact on commodity ETFs and ETNs
- New opportunities & solutions for financial advisors entering the market
- The evolution of commodity indices
- Unique ways to gain exposure to the commodity market
Speaker to be confirmed

11.40 The continued virtue of indexing
- New developments in index products and benchmarks
- Innovative index construction strategies
- Design of new indices and adding value for investors
- The indexes of the future
Speaker to be confirmed

12.10
Lunch and an opportunity to visit the exhibition

13.10
Afternoon keynote address: Case study: the use of ETFs and index products in an institutional portfolio
- The ETFs every plan should look at
- New product additions: what are trustees looking for?
- Which ETFs work and which don’t?
- Effective tax management
Jerry Davis, Chairman and Chief Executive Officer, NEW ORLEANS EMPLOYEES’ RETIREMENT SYSTEMS

13.40
Finding the Bull inside the Bear
-How to use economic indicators such as employment and output trends to identify economic cycles and appropriate investing strategies
-Choosing non-correlating ETFs to create a diversified portfolio
-How to use inverse ETFs within an absolute return strategy to generate profits even in down markets
-Creating a portfolio that includes non-traditional asset classes to obtain true portfolio diversificaiton using ETFs
Rob Stein, Managing Partner, ASTOR ASSET MANAGEMENT LLC

14.10
Panel discussion: Examining the relationship between issuers and financial advisors
- How can issuers enhance their efforts to form a better relationship with RIAs?
- How can issuers help you explain the unique value of ETFs to your clients?
- Do mutual fund companies provide better support?
- Strategies for different investor profiles- how do providers view the different segments of the market?
- Building a better client experience- can RIAs be doing more?
Moderator: Mark Sladkus, Founder and President, RED LIGHTHOUSE LLC
Casey Smith, Director, WISER WEALTH MANAGEMENT
Rob Ivanoff, Head of Research, FPR
Rick Adkins, Chief Executive Officer, THE ARKANSAS FINANCIAL GROUP
Matthew McCall, President, PENN FINANCIAL GROUP
Joe Massman, President and Chief Executive Officer, THE ETF STORE

14.50 Successfully accessing emerging markets
- The value of including emerging markets in your portfolio
- The best ways to invest in emerging markets
- The evolution of emerging market indices
Speaker to be confirmed

15.20
Afternoon break and an opportunity to visit the exhibition

15.40
Indexation evolution: where do you go if markets are not perfectly efficient?
- Why is indexation compelling?
- Active versus Passive
- Two views; market cap VS. Graham/Dodd value
- Are markets becoming more efficient?
- Fundamental approach
- Performance and characteristics
- Attribution
- Critiques
Charles Aram, Chief Executive, HENDERSON ROWE

16.10
How to think about and determine expected returns in index products
- The magic box analogy
- Commodities
- Tobin’s Q and Shiller’s PE
- Products with market guarantees
- Ephemeral alpha
David Hultstrom, Founder and President, FINANCIAL ARCHITECTS LLC

16.40
Q & A Session with special guest speaker

17.10 Chairman’s closing remarks
17.20 End of Art of Indexing Summit USA and cocktail reception