MMI Annual Convention
March 29-30, 2005
Philadelphia

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Tuesday, March 29, 2005

1:45 PM – 2:30 PM Ensuring America’s Retirement Security
Stephen Gresham, Executive Vice President, Phoenix Investment Partners

2:30 PM – 3:30 PM Will Individuals be Able to Afford to Retire in an Ownership Society?
Dallas Salisbury, EBRI

Breakout Session I – Absolute Returns From Alternative Investments
Michael Schatt, SVP, Duff & Phelps Investment Management

Dennis Newton, SVP, Millburn Ridgefield Corporation
Jeffrey Chandor, Director, Alternative Investments, Merrill Lynch

Wednesday, March 30, 2005

Breakout Session I – Investing Strategies for Matching Retirement Liabilities
Edward Jaroski, President & CEO, Capstone Asset Management

Richard S. Mattison, Senior Actuary and Director of Insurance Analytics, Standish Mellon

Ronald J. Ryan, CEO, Ryan ALM, Inc.

Leo Pusateri, President, Pusateri Consulting

Breakout Session II – Packaging Retirement Solutions IIDarlene DeRemer, Principal, Grail Partners