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5002   2007 Policy Conference 30 Apr 5:00PM 8:00AM April Thursday 12 2007
The Forum's 2007 Policy Conference featured expert panel discussions including:
  • Impact of Pension BIll on Mutual Fund Industry
  • Impact of CCOs on the Board Room Dynamics
  • Debate on the Future of Mutual Fund Governance
  • Director Monitoring of Fund and Fund Manager Payments to Third Parties
  • The Future of the Fund Industry
 
 
Breakout Sessions allowed attendees to discuss:
  • When and How to Close and Re-Open a Fund
  • Issues Directors Face When Management Proposes New Funds or New Products
  • Securities Lending Basics
                   
Marco Adelfio
Morrison & Foerster, LLP
 
John Ake
Ballard Spahr Andrews & Ingersoll, LLP
 
Jay Baris
Kramer Levin Naftalis & Frankel LLP
 
Edward Boudreau
Columbia Funds
 
William Chapman, III
Managers Group of Funds
 
Elizabeth Chatman Thomsen
Director, Division of Enforcement
U.S. Securities and Exchange Commission
 
Christopher Cox
Chairman
U.S. Securities and Exchange Commission
 
Kathleen Cuocolo
Citigroup Alternative Investment Trust
 
Darlene DeRemer
Nicholas Applegate Funds
 
Andrew Donohue
Director, Division of Investment Management
U.S. Securities and Exchange Commission
 
Albert Dowden
AIM/Invesco and Cortland Trust
 
William Foulk, Jr.
AllianceBernstein Funds
 
Samuel Freeman
Oppenheimer Funds Board II
 
Ari Gabinet
Vanguard Group
 
Ron Gilson
Stanford Law School/American Century Funds
 
Paul Haaga
Capital Research and Management Company
 
Paul Kraft
Deloitte & Touche LLP
 
Robert Litan
The Brookings Institution
 
Lori Lucas
Callan Associates
 
Paul Mason
Attorney and Consultant
 
Thomas Mistele
Dodge & Cox Funds
 
Kristi Mitchem
Barclays Global Investors
 
Garry Moody
Deloitte & Touche, LLP
 
Richard Morris
WisdomTree Investments, Inc
 
Joel Motley
Oppenheimer Funds
 
Sean Murphy
Millbank, Tweed, Hadley & McCloy LLP
 
Avi Nachmany
Strategic Insight
 
Annette Nazareth
Commissioner
U.S. Securities and Exchange Commission
 
Kenneth Rathgeber
Fidelity Investments
 
Bruce Rosenblum
Bell Boyd & Lloyd
 
Dallas Salisbury
Employee Benefit Research Institute
 
Michael Scofield
Evergreen Funds
 
Ira Shapiro
BGI Funds
 
Peter Tufano
Harvard Business School
 
Craig Tyle
Franklin Templeton Funds
 
Victor Ugolyn
WisdomTree Trust
 
Peter Wallison
American Enterprise Institute
 
Clayton Yeutter
Oppenheimer Funds (retired)
 
Kathleen Ziga
Dechert LLP
    PC   Apr April Friday 13 2007     0.0000 0.0000
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