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