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Agenda

MFWire's Thought Leadership Series
Influencers' Summit 2011: See 2020

Oct 4-Oct 5, 2011
The Mandarin Oriental / Boston, MA
As of September 7, 2011. Agenda subject to change.

 

Tuesday, October 4
1:00 p.m.-7:20 p.m.
Registration
1:30 p.m.-2:15 p.m.
Where are You Going?
Moderator: Sean Hanna, MFWire.com
  • Avi Nachmany, Strategic Insight
  • David Bauer, Casey Quirk & Assoc.
2:20 p.m. - 3:05 p.m.
Create Value
Moderator: Sean Hanna
  • Bill Katz, Citigroup
  • Craig Siegenthaler, Credit Suisse
  • Jeff Hopson, Stifel Nicholaus
3:05 p.m. - 3:25 p.m.
Break
3:25 p.m. - 4:10 p.m.
Re-Stocking the Aisles
Moderator: Sean Hanna
  • Carolyn Clancy, Fidelity FundsNet
  • Aaron Dillon, TD Ameritrade
  • Doug Hanson, Charles Schwab (invited)
4:15 p.m. - 5:00 p.m.
Keynote
Sanjiv Mirchandani, President, National Financial
6:00 p.m. - 8:00 p.m.
Cocktail Reception
and Awards
7:00 p.m. - 8:00 p.m.
Most Influential Award Presentation
  • Sean Hanna, Publisher, The MFWire.com
  • Armie M. Lee, Managing Editor, The MFWire.com
Wednesday, October 5
7:30 a.m. - 4:00 p.m
Full-Day Agenda
7:30 a.m. - 8:00 a.m.
Refreshments & Registration
8:00 a.m. - 8:15 a.m.
Opening Comments
Sean Hanna
Publisher, MutualFundWire.com

8:15 a.m. - 9:00 a.m.
Keynote Address
Bob Reynolds, CEO, Putnam Investments
9:00 a.m. - 9:45 a.m.
Doing Deals
Moderator: Sean Hanna
  • Don Putnam, Grail Partners
  • Keith Hartstein, John Hancock Funds
9:45 a.m. - 10:15 a.m.
Refreshment Break
10:15 a.m. - 11:00 a.m.
What Will Funds Become?
Moderator: Sean Hanna
  • Tom Faust, Eaton Vance
  • Brian Gaffney, Allianz Global Investors Distributors
  • Marty Beaulieu, MFS Investment Mgmt
11:00 a.m. - 11:45 a.m.
Building from the Ground Up
Moderator: Sean Hanna
  • John Calamos, Calamos Investments
  • Ron Redell, DoubleLine Capital
11:45 a.m. - 12:15 p.m.
Break
12:15 p.m. - 1:30 p.m.
Lifetime Award Luncheon
  • Recipient Joe Mansueto, Founder, CEO & Chairman, Morningstar
  • 1:45 p.m. - 2:30 p.m.
    Branding & Marketing
    Moderator: Dan Ross, Wechsler Ross & Partners
    • Richard Chambers, JP Morgan Investment Mgmt Americas
    • Ruth Papazian, formerly LPL Financial
    2:30 p.m. - 3:15 p.m.
    Retiring but not Shy
    Moderator: Fred Barstein, TRAU
    • Charlie Nelson, Great-West Retirement
    • Joe Masterson, Diversified Investment Advisors
    • Joe Mrozek, Merrill Lynch (invited)
    3:15 p.m. - 4:00 p.m.
    Gatekeepers: Advisors & Brokers
    Moderator: Sean Hanna
    • Peter Thatch, Merrill Lynch
    • Jim Langham, UBS
    • Sandy Motusesky, Pershing
    Conference Adjourns

    Agenda is subject to change

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