|
|
 |
 |
 |
ReFlow Symposium - 2008 |
| |
February 6 - 8, 2008 |
|
We are proud to have hosted the 5th Annual ReFlow Symposium in beautiful Olympic Squaw Valley, California.
Over a two and a half day period, industry experts embarked on an exciting agenda that included speakers from Morningstar, Lipper and Strategic Insight. Individual speakers and panelists explored relevant topics that provided unique insight into the forces that directly impact the mutual fund world. |
|
|
|
|
.gif)
|
| |
| AGENDA: DAY 1 |
| Coffee and Breakfast |
| |
Welcome
Alan Seigerman, Chief Operating Officer, ReFlow |
| |
Review of ReFlow - 2007 View >
Alan Reid, CEO and President, ReFlow |
| |
Where's The Beef?
Paul Schaeffer, Managing Director, Strategy & Innovation, SEI View > |
| |
Trading Costs: A Golden Opportunity
Michael Breen*, Mutual Fund Analyst, Morningstar |
| |
| Classroom Conclusion at 10:45 |
| (Investor Q&A session was held later in the afternoon) |
| |
 |
| AGENDA: DAY 2 |
| Coffee and Breakfast |
| |
Forces Shaping the Worldwide Mutual Fund Industry View >
Kevin Shine, Managing Director, Strategic Insight |
| |
From a Customer's Perspective
Group Panel Discussion |
| |
Taxes in the Mutual Fund Industry - 2008 View >
Tom Roseen, Sr. Research Analyst, Lipper |
| |
All-Topic Review
Group Panel Discussion |
| |
| Classroom Conclusion at 10:45 |
| |
| |
| *Presented for Michael Breen by Roger Edelen, Finance Professor, Boston College & Wayne Wagner, Co-founder, Plexus Group. |
|
|
|
|
|
| Copyright © 2008 ReFlow Management Co., LLC |
|
.gif)
