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5304   CFL Roundtable 30 Oct 10:00AM 3:00PM October Monday 27 2008
The agenda featured a number of distinguished speakers. Former SEC Commissioner Annette Nazareth lead the first discussion, entitled "Leadership in a Time of Crisis," which was moderated by John Hill, independent Chair of the Putnam Funds. Attendees discussed the potential scope of regulatory reform in the financial services industry. The group then discussed recent fee litigation, in particular, the Harris case. During the final panel, moderated by Dwight Crane, independent Chair of the Legg Mason Partners Equity Funds, John Coates of Harvard Law School presented his new research findings analyzing the international competitiveness of U.S. mutual funds. His not-yet-published paper, a draft of which was provided to attendees, compares the tax and securities laws governing mutual funds with laws governing other collective investments in both the U.S. and the E.U.
 
Following the discussion the group enjoyed a reception and then a working dinner. The dinner discussion, moderated by Peter Clapman, independent Chair of the AARP Funds, focused on fund proxy voting issues from a mutual fund board leader's perspective.
       
12:00 – 1:00  Lunch
  Opportunity for small group, peer-to-peer discussion focusing on issues of unique importance to fund leaders.
 
1:00 – 3:00   Leadership in a Time of Crisis
  John Hill, Chairman, Putnam Funds
  Annette Nazareth, former SEC Commissioner and Partner, Davis Polk & Wardell
 
3:00 – 3:30   Break
 
3:30 – 4:30   Fee Litigation Update
  Paul Dykstra, Bell, Boyd & Lloyd, LLP
  Paulita Pike, Bell, Boyd & Lloyd, LLP
 
4:30 – 5:30   International Competitiveness of Mutual Funds
  Professor John Coates, Harvard
  Dwight Crane, Chairman, Legg Mason Partners Equity Funds
 
5:45 – 8:30   Reception and Working Dinner
         
John Coates
Professor
Harvard University
 
Dwight Crane
Independent Chairman
Legg Mason Partners Equity Funds
 
Paul Dykstra
Partner
Bell, Boyd & Lloyd, LLP
 
John Hill
Independent Chairman
Putnam Funds
 
Annette Nazareth
Partner
Partner, Davis Polk & Wardell
 
Paulita Pike
Partner
Bell, Boyd, & Lloyd, LLP
    C     Oct October Monday 27 2008        
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