8.30 Registration and breakfast

8.50 Welcome address: Structured Products magazine

Chairman: Lloyd Raines, First Vice President, RBC WEALTH MANAGEMENT

9.00
Opening keynote address: Update on current index performance and surviving the economic downturn

-Macro economic analysis of global markets and index performance
-Signs portending economic and financial recovery and the outlook for the future
-Assessing current macro-economic and business conditions across USA, Europe and Asia

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

9.30
Panel discussion: The indexing versus active management debate: a new fiduciary perspective

-Using market signals to assess the usefulness of active and passive
-The economic crisis and its effect on the debate
-Maximizing returns through tactical allocation between active and passive indexing

Moderator: Christopher Carosa, CTFA, President, Independent Fiduciary Consultants, a division of CAROSA STANTON ASSET MANAGEMENT LLC and CEO/Portfolio Manager, BULLFINCH FUND, INC.
Edwin Baldrige, President & Chief Investment Officer, BALDRIGE ASSET MANAGEMENT
Oscar Silver, Vice President and Chief Operational Officer, PASSIVE MOMENTUM ASSET ADVISORS
Mark Sladkus, Founder and President, RED LIGHTHOUSE LLC
Rolf Agather, Director of Business Development, RUSSELL INVESTMENTS

10.10
Can commodities protect you from inflation?

-Can any of the existing indices TR/J CRB, CCI, IFI or Goldman Sachs provide inflation protection, be it PPI or CPI related?
-Can a specialized index composed of fewer or different or differently weighted commodities provide inflation protection?
- Commodities, diversification and speculation

Andrew Clark, Chief Index Strategist and Head of Research, THOMSON REUTERS

10.40
Morning break and an opportunity to visit the exhibition

11.00
Exploring the benefits of currency ETFs for portfolio enhancement

- Using currencies to reduce volatility and enhance diversification within a portfolio
- Successful usage within mutual funds, and their relation to other asset classes
- Challenges associated with trading currency ETFs

Anthony Welch, CFP, ChFC, Co-Founder, SARASOTA CAPITAL STRATEGIES
Ian Naismith, Co-Founder, SARASOTA CAPITAL STRATEGIES

11.40
After the crisis: new indices to deal with new markets

- Exploring new indices and index tools for the changed market
- Simplicity and transparency as a key factor in index selection
- VIX, sectors and alternatively weighted sectors indices, risk control indices
- Specialized and customized indices involving commodities and fixed income securities

David Blitzer, Managing Director and Chairman, STANDARD & POOR'S

12.10
Know Your Index: ETF due diligence & the information RIAs really need

- How are ETFs increasing the need for research and changing its nature?
- What are the various approaches to index/ETF research and how can research help differentiate between indices?
- How can RIAs leverage ETF research for competitive advantage?

Michael Krause, President, ALTA VISTA RESEARCH LLC

12.40
Lunch and an opportunity to visit the exhibition

13.20
“The art of indexing”: behind the scenes in index calculating and construction methodology

- How an index can differ from a fund
- Frequency of changes to index composition
- Switching between index strategies
-Effect of leverage readjustments
-Managing volatility

Richard Romey, President, ETF PORTFOLIO SOLUTIONS

13.50
Panel discussion: Evaluating sector ETFs and their potential for return

- Sector rotation- best practice in diversifying your portfolio
- Considering alternative indices versus thematic indices in the portfolio construction process
- Emerging market analysis: how do you differentiate between allocating by sector and allocating by country?
- Socially responsible indexing: low carbon and environmental indices- growth area or fad?

Moderator: Mark Sladkus, Founder and President, RED LIGHTHOUSE LLC
Richard Kang, Chief Investment Officer and Director of Research, EMERGING GLOBAL ADVISORS, LLC
Ricardo Manrique, Chief Executive Officer, STOXX
Keith P. DeGreen, Chief Executive Officer and Portfolio Manager, DEGREEN CAPITAL MANAGEMENT, LLC
Kim Arthur, Chief Executive Officer, MAIN MANAGEMENT LLC

14.30
Best practice asset allocation and portfolio construction for ETFs

- How an advisor can approach asset allocation in their client portfolios
- What types of ETFs can best be combined
- How to select ETFs for use in portfolio risk management
- How to create and maintain a portfolio, diversified or concentrated
- How to integrate investment strategies’ principles and practices with ETFs

Vinny Catalano, CFA, President & Global Investment Strategist, BLUE MARBLE RESEARCH

15.00
Indexing trends: from a European vantage point

- The changing nature of index design and construction: is increasing collaboration the way forward?
- The rise of non-traditional asset classes: the European dividend story
- The search for non-vanilla exposure: the rise of strategy indexes

Ricardo Manrique, Chief Executive Officer, STOXX

15.30 Afternoon break and an opportunity to visit the exhibition

15.50
Panel discussion: ETFs within retirement planning portfolios

-ETF penetration difficulties within 401(k) Plans
- Cost comparison versus active and index mutual funds
- Expense ratios
- Trade commissions
- Revenue sharing
- Fiduciary responsibilities of plan sponsors
- What does the future hold for ETFs within 401(k) plans?

Moderator: Keith P. DeGreen, Chief Executive Officer and Portfolio Manager, DEGREEN CAPITAL MANAGEMENT, LLC
Kevin Mahn, Chief Investment Officer, HENNION AND WALSH ASSET MANAGEMENT & Portfolio Manager, SMARTGROWTH® MUTUAL FUNDS
Frederick Wright, Chief Investment Officer, SMITH AND HOWARD WEALTH

More speakers to be confirmed

16.30
Overcoming the misunderstandings surrounding short and leveraged indices

- Shedding light on the performance drivers for leveraged indices
- Understanding the real risks involved
- Hedging with short and leveraged indices

Hartmut Graf, Head of Issuer Data & Analytics, DEUTSCHE BÖRSE

17.00
Champagne roundtable: The future of ETFs and indexing in the US market

-How has 2008 changed overall strategies and use of ETFs/ETNs?
-The future of the ETF concept
-The evolution of the ETF industry to overcome market turmoil

Moderator: Kevin Mahn, Chief Investment Officer, HENNION AND WALSH ASSET MANAGEMENT & Portfolio Manager, SMARTGROWTH® MUTUAL FUNDS

Vinny Catalano, CFA, President & Global Investment Strategist, BLUE MARBLE RESEARCH
Oscar Silver, Vice President and Chief Operational Officer, PASSIVE MOMENTUM ASSET ADVISORS
Anthony Welch, CFP, ChFC, Co-Founder, SARASOTA CAPITAL STRATEGIES
Ian Naismith, Co-Founder, SARASOTA CAPITAL STRATEGIES

17.40
Closing keynote address: topic to be confirmed

Robert J. Shiller, Co-Founder, MACRO-MARKETS LLC, Okun Professor of Economics, YALE UNIVERSITY

18.10 Chairman’s closing remarks

18.20 End of Art of Indexing Summit and cocktail reception