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November 09, 2009
8:30 am - 11:30 am
Powerful Strategies for Managing Money with ETFs
PAID EVENT
Jack Ablin,  Executive Vice President and CIO, Harris Private Bank
Thomas McManus,  CIO and Senior Vice President, Wells Fargo Advisors

November 09, 2009
9:30 am - 12:30 pm
Senior Suitability: Regulations, Problems, and Solutions
PAID EVENT
Michael Zmistowski,  President, First Gulf Advisors, Inc.

November 09, 2009
2:15 pm - 4:30 pm
Opening Ceremonies
Opening Ceremonies
Bill Bachrach,  Chairman and CEO, Bachrach & Associates, Inc.
David Smith,  Group Publisher, Financial Advisor Magazine
Eric Kullich,  Senior Regional Sales Manager, TD Ameritrade Institutional Services
Evan Simonoff,  Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Gary Shilling,  Columnist, Forbes

November 10, 2009
8:00 am - 8:45 am
What's New in the World of Exchange Traded Funds?
FREE Panel Discussion
Ed McRedmond,  Senior Vice President, Portfolio Strategies, Invesco PowerShares Capital Management, LLC
Joe Cunningham,  Director of Institutional ETF Order Flow, ProFunds Advisors LLC
Kevin Mahn,  Managing Director and Chief Investment Officer, Hennion & Walsh
Thomas Graves,  Group Head, US Equity Research, Standard & Poor's
William Franca,  Executive Vice President, Distribution, Direxion Funds

November 10, 2009
8:00 am - 8:45 am
Publicly Traded Companies Up-Close-and-Personal
FREE Panel Discussion
Friederike Edelmann,  Director-Investor Relations, SAP AG
Jean Marie Young,  Manager Global Retail Investor Relations, Royal Dutch Shell plc
Jim Farrish,  Founder and Editor, SectorExchange.com
Lucy Rodriguez,  Vice President, CEMEX

November 10, 2009
8:45 am - 9:30 am
Master Limited Partnerships--Stable Cash Flow in an Uncertain Market
Stage Presentation
Ed Russell,  President, Tortoise Capital Resources Corp.
Mary Lyman,  Executive Director, National Association of Publicly Traded Partnerships
Neale Hickerson,  Vice President Investor Relations, Holly Energy Partners

November 10, 2009
9:45 am - 11:00 am
Opportunities in Fixed-Income
FREE Panel Discussion
Carl Kaufman,  Vice President and Portfolio Manager, Osterweis Capital Management, LLC
Daniel Fuss,  Vice Chairman, Portfolio Manager, Loomis Sayles Bond Fund, Loomis, Sayles & Company, LP
Evan Simonoff,  Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Margaret Patel,  Portfolio Manager, Evergreen Investments

November 10, 2009
9:45 am - 11:00 am
Managed Futures in Client Portfolios
FREE Panel Discussion
Ken Steben,  Founder, President, and CEO, Steben & Company, Inc.
Louis Stanasolovich,  Founder, CEO, and President, Legend Financial Advisors, Inc.®
Robert Lendrim,  Executive Vice President, National Director of Strategic Relation, Man Investments, Inc.

November 10, 2009
9:45 am - 11:00 am
Reaching Out to Clients in Tough Times
FREE Panel Discussion
Charlie Fitzgerald,  Principal, Moisand Fitzgerald Tamayo, LLC
David Evensky,  Executive Vice President, Business Development, Evensky & Katz
David Lawrence,  President, David Lawrence and Associates
Dorothy Hinchcliff,  Managing Editor, Financial Advisor Magazine

November 10, 2009
11:15 am - 12:30 pm
Lessons from Advisors Who Dodged the Bullet
FREE Panel Discussion
Evan Simonoff,  Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Gregory Sullivan,  President, Harris SBSB
J. Michael Martin,  President and CIO, Financial Advantage, Inc.
Louis Stanasolovich,  Founder, CEO, and President, Legend Financial Advisors, Inc.®

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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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