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ReFlow Day Seminars- Boston and New York |
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June 3rd and 5th, 2008 |
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Thank you to those who participated in the recent ReFlow Symposia on the East Coast - Boston on June 3, 2008 and New York on June 5, 2008.
Many participants continue to share with us that they found the events as informative and stimulating as promised. Keeping on top of important issues that impact mutual fund performance is paramount. In fact, we believe that these issues are very important and plan on having more events in the future.
As a great way to reflect on these events, please visit the tabs below to review presentations, photos and much more. |
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| BOSTON - June 3, 2008 |
| Breakfast |
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Welcome
Alan Seigerman, Chief Operating Officer, ReFlow |
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Growth and Success View >
Paul Schaeffer, President, ReFlow |
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The Impact of Transaction Costs View Kadlec presentation > | View Wagner presentation >
Greg Kadlec, Professor, Virginia Tech and Wayne Wagner, Co-Founder, Plexus Group
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Trading Costs: A Golden Opportunity View >
Michael Breen, Mutual Fund Analyst, Morningstar |
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| Lunch |
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Forces Shaping the Worldwide Mutual Fund Industry View >
Kevin Shine, Managing Director/Board Services, Strategic Insight |
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Taxes in the Mutual Fund Industry 2008 View >
Tom Roseen, Lipper, Senior Research Analyst |
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Wrestling the Tax Alligator View >
Duncan Richardson, Chief Equity Investment Officer, Eaton Vance |
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Panel: Leveling the Playing Field Between Mutual Funds and ETFs; Minimizing Tax Impact
Michael Breen, James Brown, Greg Kadlec, Duncan Richardson, Tom Roseen, Kevin Shine, Wayne Wagner, and moderated by Alan Seigerman |
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| Questions & Answers |
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| Cocktail Reception |
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| NEW YORK - June 5, 2008 |
| Breakfast |
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Welcome
Alan Seigerman, Chief Operating Officer, ReFlow |
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Growth and Success View >
Paul Schaeffer, President, ReFlow |
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The Impact of Transaction Costs View Kadlec presentation > | View Wagner presentation >
Greg Kadlec, Professor, Virginia Tech and Wayne Wagner, Co-Founder, Plexus Group |
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Trading Costs: A Golden Opportunity View >
Karen Dolan, Director of Fund Analysis, Morningstar |
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| Lunch |
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Forces Shaping the Worldwide Mutual Fund Industry View >
Avi Nachmany, Director of Research, Executive VP, Strategic Insight |
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Taxes in the Mutual Fund Industry 2008 View >
Tom Roseen, Lipper, Senior Research Analyst |
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Panel: Leveling the Playing Field Between Mutual Funds and ETFs; Minimizing Tax Impact
James Brown, Greg Kadlec, Avi Nachmany, Tom Roseen, Wayne Wagner, and moderated by Alan Seigerman |
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| Questions & Answers |
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| Cocktail Reception |
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| Copyright © 2008 ReFlow Management Co., LLC |
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