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November 17, 2010
8:30 am - 12:30 pm
Strategies for Managing Retirement Income
PAID EVENT
Michael Zmistowski,  President, First Gulf Advisors, Inc.

November 17, 2010
9:30 am - 12:30 pm
The Basics of ETF Investing
PAID EVENT
Scott Burns,  Director of ETF Analysis, Morningstar, Inc.

November 17, 2010
2:30 pm - 3:30 pm
Cyclical & Secular Outlook
Keynote Address
Ned Davis,  President and Senior Investment Strategist, Ned Davis Research, Inc.

November 17, 2010
3:30 pm - 4:30 pm
Peak Oil: Did Dr. Hubbert Get It Right? If So, Can We Get It Right?
Keynote Address
Charles Maxwell,  Senior Energy Analyst, Weeden & Co. LP

November 18, 2010
8:00 am - 8:45 am
An Introduction to Closed-End Funds
FREE Product Presentation
Tom Dinsmore,  CEO and Portfolio Manager, Dinsmore Capital Management

November 18, 2010
8:00 am - 8:45 am
Your Silver Bullet
FREE Product Presentation
 ,  
Bill Wostoupal,  National Director of Business Development, Orion Advisor Services, LLC
Chadwick Blythe,  Vice President of Sales, PIEtech, Inc. (MoneyGuidePro)
Michael Zmistowski,  President, First Gulf Advisors, Inc.

November 18, 2010
9:00 am - 9:30 am
Absorbing Your Time: Major Challenges Facing Advisors Today
Stage Presentation
 ,  

November 18, 2010
9:45 am - 11:00 am
Manage Volatility in Today's Market--Practical Options Strategies for FAs
FREE Product Presentation
Eric Cott,  Director of Marketing and Education, Options Industry Council (OIC)
Michael Cavanaugh,  President, Know Your Options, Inc.
Rudy Aguilera,  Founding Principal, Helios, LLC
Steve Meizinger,  Director of Education, International Securities Exchange
Todd Wilemon,  Analyst, NYSE Euronext

November 18, 2010
9:45 am - 11:00 am
Understanding New and Esoteric ETFs
FREE Product Presentation
Anthony Welch,  Co-Owner and Portfolio Manager, Sarasota Capital Strategies
Jack Ablin,  Executive Vice President and CIO, Harris Private Bank
Jim Farrish,  Founder and Editor, SectorExchange.com
Richard Ferri,  Founder, Portfolio Solutions, LLC
Scott Burns,  Director of ETF Analysis, Morningstar, Inc.

November 18, 2010
9:45 am - 11:00 am
Asset Allocation in a New Era
FREE Product Presentation
David Jilek,  Vice President, Investment Strategist, Natixis Global Associates
Karen Dolan,  Director of Fund Analysis, Morningstar, Inc.
Michael Cuggino,  President and Portfolio Manager, Permanent Portfolio Family of Funds, Inc.
Randy Bateman,  Executive Vice President and CIO, Huntington Funds

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Special Notice: The Symposium Schedule is subject to change. Please check back frequently for revisions, additions, and possible cancellations to ensure that you have the most accurate and up-to-date information. Be sure to consult the Symposium Schedule, which you will receive at the Delegate Registration Desk at the Symposium. Also, please be sure to pick up Daily Program Updates at the Registration Desk each morning of the Symposium to check on changes that may have occurred since the Symposium Schedule went to print.


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