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Managing
Risk in Volatile Times: The Lessons of 2001 |
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Speaker
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Firm
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8:30
AM
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Registration
& Continental Breakfast
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9:00
AM
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Welcome
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Edmundo
Garza
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Consultiva
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9:15
AM
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Risk
Management Strategies
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Myrna
Rivera
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Consultiva
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10:00
AM
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Fixed
Income Management
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Dr.
Robert Smith
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Smith
Affiliated
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Tom
Luster
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Eaton
Vance
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10:45
AM
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Recess
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11:00
AM
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Ted
Gillman
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Lazard
Asset Management
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11:30
AM
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Francisco
Uriarte
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Grupo
Guayacan
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12:00
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Lunch
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Bob
Arrix
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Autranet
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Special
Announcements and Acknowledgements
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1:30
PM
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Cost
Management
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Managing
the Silent Partners: Fees, Commissions and Taxes
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Don
Robinson
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Lockwood
Financial Advisers
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Brad
Fretz
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Ashfield
& Co.
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Peter
Smith
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1838
Investment Advisers
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Tax Smart Fixed Income Strategies |
Charles
Carpenter, CFA
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Bank
Trust Asset Mgt.
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2:30
PM
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Chet
B. Waldman, Esq.
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Wolf
Popper LLP
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3:00
PM
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Recess
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3:15
PM
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Capital
Markets Outlook: 2002 and Beyond
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3:15
PM
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Global/International
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Global Asset Allocation |
Jerome
Garfer
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Invesco
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| Global - International | Lindsey Richardson | State Street Global Advisors | ||||||||||
| Why Consider International Investing Today? |
Beau
Delafield
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Lazard
Asset Management
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4:00
PM
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U.S.
Markets
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LC
Growth
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Luis
Villarejo
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Stein
Roe
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LC
Growth
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Brad
Fretz
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Ashfield
& Co.
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LC
Value
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Manuel
Sarmiento
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OppCap
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Small/Mid
Cap
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Todd
Macallister
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Eagle
Asset Management
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Fixed
Income
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Bob
Smith
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Smith
Affiliated
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Fixed
Income
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Tom
Luster
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Eaton
Vance
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5:00
PM
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Puerto
Rico
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Mario
Iturrino
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Santander
Asset Management
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Moderator:
Edmundo Garza
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Javier
Rubio
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Popular
Asset Management
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6:00
PM
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Closing
Remarks
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MM
Rivera
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Consultiva
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6:30
PM
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2nd
Anniversary Reception & Dinner Party
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Toastmaster
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Charles
Hey Maestre, Esq.
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Private
Attorney
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Music
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Son
de Aquí
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