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Events & Interviews
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Overview of the First Trust Portfolios L.P. Family of CEFs.
Jeff Margolin, VP, Closed-End Fund Analyst, First Trust Portfolios L.P.
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Interview with the Portfolio Manager of Central Europe and Russia Fund, Inc. (CEE), Ms. Sandra M. Schaufler, CFA
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June 29, 2005 Can you bear gold?
- Vivian Lewis, Editor of Global Investing Magazine.
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MLIM Investment Capabilities and Current Market Opportunities
Ms. Mary Ellen Donohue, Vice President, Mercury Advisors & Mr. Hugh T. Hurley, Director and Fixed Income Product Specialist, Managing Director of Investment & Product Marketing for the Americas region
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Trends and Developments in the World of ETFs
Mr. John Jacobs, CEO, NASDAQ Global Funds, Inc. and Executive Vice President, Worldwide Marketing
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Emerging Market Funds
Mr. Patrick Wong, Vice Chairman, Polaris Investment Trust, Taiwan, R.O.C.
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US Equity Funds
Mr. Douglas G. Ober, Chairman and Chief Executive Officer, Adams Express Company
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Actively Managed ETFs
Charles A. (Tony) Baker, Managing Director, ETF Marketplace
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Firm Strategies
Jeffrey Margolin, Vice President and Closed-End Fund Analyst, First Trust Advisors LP
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March 29th, 2005 Investing for income in a rising rate environment: Senior Loan Closed End Funds
Alex Reiss, Senior Closed-End Fund Analyst, Ryan Beck & Co.
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March 21st, 2005 Actively Managed ETFs versus Mutual Funds
Interview with Mr. Gary L. Gastineau, Managing Member, ETF Consultants LLC
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March 10th, 2005 Interview with the Portfolio Manager of The Germany Fund, Inc. (GER) and The New Germany Fund, Inc. (GF), Sandra M. Schaufler, CFA
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February 7th, 2005 Do not dump your Municipal Funds
by Mariana F. Bush, CFA,
CEF & ETF Analyst, Wachovia Securities
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January 18th, 2005 Closed-End Funds Fourth Quarter Performance and 2005 Outlook
by Martin Vostry, Research Analyst, Lipper Inc.
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January 7th, 2005 Interview with the Portfolio Manager of the Central Europe & Russia Fund, Inc. (CEE) Sandra M. Schaufler, CFA
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December 21st, 2004 Investing in Closed-End Funds & Exchange Traded Funds - Investment Opportunities
by George Cole Scott, President of Closed-End Fund Advisors
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December 14th, 2004 Equity Closed-End Funds
by Jeffrey Margolin, Vice President - Closed-End Fund Analyst, Ryan Beck & Co.
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December 8th, 2004 Current Trends in ETF's and Closed-End Funds
by Vivian Lewis, Editor, Global Investing
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November 30th, 2004 Interview with the Portfolio Manager of the Central Europe & Russia Fund, Inc. (CEE) Sandra M. Schaufler, CFA
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November 233d, 2004 Quarterly Market Update – Trends in Index Linked ETF’s
by Paul Mazzilli, Executive Director ETF Research, Morgan Stanley
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November 2nd, 2004 Investing in Closed-End Funds
by Scott Schultz, Chairman and Chief Investment Strategist, Schultz Investment Advisors, Inc
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October 28th, 2004 Exchange Traded Funds, past present & future
by Jim Wiandt, Editor, Journal of Indexes
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October 19th, 2004 Closed-End
Funds Peformance (3rd Quarter 2004) and Outlook
by Michael Porter, Senior Analyst, Lipper, Inc. and Jeff
Tjornehoj, Research Analyst, Lipper, Inc.
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October 6th, 2004 Barclays Global Investors announcing the launch of the iShares FTSE/ Xinhua China 25 Exchange Traded Fund in the U.S.
Diane Shew, Head of International Equity Management Group, Barclays Global Investors
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September 28th, 2004 Getting exposure to China’s dynamic economy through Taiwan-listed companies
by Steve Champion, President, Taiwan Greater China Fund
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September 21st, 2004 2004 Municipal Market Commentary
by Robert DiMella, CFA Senior Portfolio Manager & Managing Director Municipal Products Group, Mercury Advisors a division of Merrill Lynch Investment Managers
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September 14th, 2004 Closed-End Funds Premium/Discounts and Investor Behavior
by Don Cassidy, Senior Research Analyst, Lipper Inc.
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September 7th, 2004 Index Tools to Increase Income and Boost Risk-adjusted Returns
by Mr. Matthew Moran, Vice President, Chicago Board Options Exchange (CBOE)
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August 31st, 2004 Taxable Income Closed-End Funds
Review and outlook by Amy Hawkins, Vice President, Director - Closed-End Fund Research Raymond James
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August 24th, 2004 New regulatory challenges for the Fund Industry
by Kathleen H. Moriarty, Partner, Carter, Ledyard & Milburn
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August 17th, 2004 Income investments in a rising interest rate environment
by Jeffrey Margolin, Vice President - Closed-End Fund Analyst, Ryan Beck & Co
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August 10th, 2004 Mid-Year Review of ETFs
by Paul Mazzilli, Executive Director ETF Research, Morgan Stanley
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August 3rd, 2004 Closed-End Funds: Industry Progress and Challenges
by Douglas G. Ober, President of the Closed-End Fund Association (CEFA), Chairman & CEO, Adams Express Company and Petroleum & Resources Corporation
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July 29th, 2004 Taxable Income
Mr. Chris Roberti, Non-Proprietary Sales Director
Mr. Craig Blessing, CFA, Vice President - Fixed Income Product Specialist
Mercury Advisors a division of Merrill Lynch Investment Managers
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July 27th, 2004 Closed-End Funds Mid-Year Outlook
by Mariana F. Bush, CFA, CEF & ETF Analyst, Wachovia Securities.
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July 21st, 2004 Closed-End Funds Peformance (2nd Quarter 2004) and Outlook
by Michael Porter, Senior Analyst, Lipper, Inc.
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July 19th, 2004 AMEX Initiatives for CEF’s and ETF’s. 2004 Market Review.
Interview with AMEX’s Vice President-ETF Market Place
Mr. Thomas Rzepski
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Representatives from Closed-End
Funds & ETFs - A round table discussion
Moderated
by: Mr. Clifford J. Weber, Senior Vice President, ETF
Marketplace, American Stock Exchange.
Panel includes: CEF Sector - Ms. Patricia Rosch, Director,
Deutsche Bank Asset Management. ETF Sector - Mr. James
G. Polisson, Chief Marketing Officer, US Intermediary
Business, Barclays Global Investors. Media - Ms. April
Therese Kabahar, Reporter, Fund Action. Investment Banker
- Mr. Todd Reit, Managing Director, UBS Investment Bank,
Financial Institutions Group. Broker - Ms. Tina Singh,
Director, Shareholder Services, Merrill Lynch.
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iShares
The Realization of a Corporate Strategy
Mr. J. S. Parsons, Director of Sales, Intermediary Business, iShares, Managing Director
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