April 18-20th, 2004 Ritz Carlton, South Miami Beach, FL 18th Annual Symposium on Stable Value, Institute for International Research
June 7-8th, 2004 Charleston Place Hotel, Charleston, South Carolina Institutional Investor U.S. Institute's Senior Delegates Program
July 18th - 20th, 2004 Lake Buena Vista, FL Stars and Stripes Summit, Financial Research Associates,
July 27th, 2004 Chicago, IL National Association of Securities Professionals
September 20-21st 2004 Moriel Convention Center New Orleans, LA International Foundation of Employee Benefit Plans
October 3 - 6th 2004 San Diego Resort, San Diego, CA Guns and Hoses, IIR
October 7 - 8th, 2004 New York, NY Bernstein, Litowitz, Annual Client Conference
September 2000 Washington, DC Institutional Capitol Investing Forum Topic: Illegal and Unethical Practices of Money Managers
September 1999 Washington, DC Institutional Capitol Investing Forum Topic: Risks Related to Privatization of Social Security
September 1997 Philadelphia Stock Exchange Luncheon for National Council on Teacher Retirement Annual Conference Topic: The Brokerage Battlefield: Soft Dollars and Personal Investing By Money Managers
October 1996 New York, New York Inaugural Symposium on Investment Management Mergers and Acquisitions Topic: Incorporating Strategic Considerations Into A Long Term Competitive Growth Strategy Through Acquisitions
November 1995 New York, New York Maximizing the Bottom-line Impact of Soft Dollars and Directed Commissions, Increasing Trading Performance and Achieving “Best Execution” Topic: The Nuts and Bolts of Implementing A Successful Soft Dollar and Directed Commission Program Topic: Overcoming the Latest Regulatory, Business and Legal Hurdles to Soft Dollar Arrangements
October 1995 Albuquerque, New Mexico National Council on Teacher Retirement Public Pensions: Soaring to New Heights
Topic: Doing Business With Emerging Firms
The 1995 National Summit of Public Pension Funds Innovative Investment and Management Strategies to Maximize Portfolio Value Boston, Massachusetts
Topic: How to Increase Cash Flow and Control Trading Costs: Structuring an Effective Commission Recapture Program Topic: After Affirmative Action: Why Doing Business With Minority Firms Still Makes Sense
Hiring and Managing Investment Consultants Conference Dallas, TexasTopic: Who’s Managing the Pension Consultants? Topic: Selecting Consultants For Brokerage Services, Including Soft Dollars and Commission Recapture Moderator: Compensating the Consultant/ Disclosure and Sources of Revenue/ Conflicts of Interest Moderator: Consultant Q & A Panel
Setting Standards For The Investment Management Industry
