March 18-19, 2008
Co-Chairs: Frank Campanale and Roger Paradiso
Westin Copley Plaza, Boston
Agenda

Tuesday, March 18, 2008
1:30 PM The Changing Landscape of Retirement in the U.S.
Professor Alicia H. Munnell, Boston College

2:30 PM Managed Investment Solutions 2008 and Beyond: Sizing your Market Share and your Competitors’
Bruce Harrington, Managing Director, Cogent Research
Jennifer Patenaude, Director of Market Strategy, Cogent Research

4:00 PM A Break from Tradition – How Managers Adapt to Shifting Demand
Roger Paradiso, President, Chief Investment Officer, Legg Mason Private Portfolio Group
Victoria Klein, Managing Director, Head of US iShares Sales, Barclays Global Investors Services

Wednesday, March 19, 2008
10:45 MMI Data Standards Session – Models for the Future of the Managed Solutions Industry
Gary Jones, Vice President for Industry Operations, The Money Management Institute
David Gardner, Principal, SMART Consulting, LLC; External Project Manager, DTCC Wealth Management Services
Gib Veconi, President, Peridrome
Robert Mansmann, Executive Vice President, Evare
James Penman, Chief Technology Officer, Octavian, Inc.