The Capital Markets after ENRON
November 7, 2003
12:30 PM – 6:30 PM
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    Speaker Firm
12:30 PM Registration & Snacks    
1:00 PM Welcome & Introduction Edmundo J. Garza, MBA Consultiva Internacional, Inc.
     
1:20 PM The Sarbanes-Oxley Act of 2002    
  Introduction María José Miranda, CPA Consultiva Internacional, Inc.
  Sarbanes-Oxley: Implications for Regulatory Oversight and Corporate Governance Antonio R. Sifre Rodríguez, Esq. Fiddler González & Rodríguez
  Forensic Accounting: Uncovering True Business Trends Brad Fretz, MBA
Ashfield & Co. 
       
2:45 PM
Where Do We Go From Here? PART I
In Search of “Alpha”: Portfolio Construction in a Challenging Environment  
    
  Introduction    
  Asset & Style Diversification Javier Rubio, CFA Popular Asset Management
  The effect of risk tolerance on investment strategy Pedro González-Cerrud Invesco
 
Damon Vigiano, CFA 
Consultiva Internacional, Inc. 
  Social Responsibility in Investing: A Case for Active/Passive Management
Donald E.C. Platner
CBIS 
       
3:30 PM Coffee Break    
    Myrna M. Rivera  
4:15 PM Where Do We Go From Here? PART II
In Search of “Alpha”: Portfolio Construction in an Uncertain Environment 		   
   
• Keeping a Steady Course: Minimizing Volatility
    
     
– Fixed Income – Strategies for Enhancing Yield 
    
        • Covered Option Writing
Mario J. Iturrino 
IT Consulting Group 
        • Interest Rate Swaps Benjamin S. Wolfe Merrill Lynch
      – Strategies for Achieving Excess Return
James Dunn 
InvestorForce 
       
5:15 PM Economic and Market Outlook    
  Introduction Frederic Jauffret, CIMA Jauffret Consultiva
  Pedro González-Cerrud, PhD, CFA, CPA INVESCO Institucional
 
Indexing the Puerto Rico Economy 
 Heidi Calero H. Calero Consulting Group, Inc.
       
6:15 PM Closing Remarks Monika Mantilla, MBA,JD Consultiva Internacional, Inc.
       
6:30 PM Fourth Anniversary Reception    
       

 

 

 










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