360 Madison Ave.
New York, NY 10017-7111
Tel 646.637.9200
Alt 212.808.1000
Fax 646.637.9126
1399 New York Ave., NW
Washington, DC
20005-4711
Tel 202.434.8400
Fax 202.434.8456
St. Michael's House
1 George Yard
London, EC3V 9DH
Tel 44.20.77.43.93.00
Fax 44.20.77.43.93.01
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The Asset Managers Forum's
Quarterly Meeting
Wednesday, February 9, 2005
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Global Financial Markets Conference Ctr.
360 Madison Avenue, 17th Floor
New York City
9:30 a.m. - 4:30 p.m. EST
New York PROGRAM |
Four Seasons Hotel Newport Beach
690 Newport Center Drive
Newport Beach, CA
7:30 a.m. - 2:45 p.m. Pacific Time
California PROGRAM |
PROGRAM: NEW YORK (EST)
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10:00 -
10:30 a.m.
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Registration & Continental Breakfast
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10:30 -
11:00 a.m.
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Welcome & 2005 Objectives
Introduction of New Members
Overview of Operational Risk Management Workshop
Julie Warren, New York Life Investment Management & AMF Chair
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11:00 A.M. -
12:00 P.m.
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Committee Break-outs and Reports
- STP Committee
- Swaps Committee
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12:00 -
12:45 P.m.
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SAS 70 for Asset Managers: Discussion of SEG draft
Steve Chittenden, Loomis Sayles
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12:45 -
1:00 P.m.
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lunch - New York
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1:00 -
2:00 p.m.
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Presentation on Basel II
Masood Aziz, State Street/IMS-West
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2:00 -
2:45 p.m.
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Swaps Panel
Moderator: George Hall, Goldman Sachs Asset Management
Marcia Clark, PIMCO
Jean Ebbott, Morgan Stanley Investment Management
Jason Jesner, Credit Suisse Asset Management
Tracey Jordal, PIMCO Advisors L.P.
Joe Pomo, Goldman Sachs Asset Management
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2:45 -
3:00 p.m.
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Break - New York
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3:00 -
4:00 p.m.
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Special Challenges of Managing a Global Staff
Moderator: Jason Jesner, Credit Suisse Asset Management
Nigel Hill, Goldman Sachs Asset Management
Paul Martin, Morgan Stanley Investment Management
Mike Wyne, Fischer Francis Trees & Watts
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4:00 -
4:15 p.m.
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Break
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4:15 -
5:15 p.m.
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Case Study Activity
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5:15 p.m.
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Closing Remarks
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PROGRAM: CALIFORNIA (Pacific Time)
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7:00 -
7:30 a.m.
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Registration & Continental Breakfast
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7:30 -
8:00 a.m.
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Welcome & 2005 Objectives
Introduction of New Members
Overview of Operational Risk Management Workshop
Julie Warren, New York Life Investment Management & AMF Chair
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8:00 -
9:00 A.m.
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Committee Break-outs and Reports
- STP Committee
- Swaps Committee
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9:00 -
9:45 A.m.
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SAS 70 for Asset Managers: Discussion of SEG draft
Steve Chittenden, Loomis Sayles
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9:45 -
10:00 A.m.
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Lunch - California
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10:00 -
11:00 A.m.
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Presentation on Basel II
Masood Aziz, State Street/IMS-West
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11:00 -
11:45 A.m.
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Swaps Panel
Moderator: George Hall, Goldman Sachs Asset Management
Marcia Clark, PIMCO
Jean Ebbott, Morgan Stanley Investment Management
Jason Jesner, Credit Suisse Asset Management
Tracey Jordal, PIMCO Advisors L.P.
Joe Pomo, Goldman Sachs Asset Management
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11:45 A.M. -
12:00 p.m.
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Break - California
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12:00 -
1:00 p.m.
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Special Challenges of Managing a Global Staff
Moderator: Jason Jesner, Credit Suisse Asset Management
Nigel Hill, Goldman Sachs Asset Management
Paul Martin, Morgan Stanley Investment Management
Mike Wyne, Fischer Francis Trees & Watts
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1:00 -
1:15 p.m.
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Break
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1:15 -
2:15 p.m.
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Case Study Activity
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2:15 p.m.
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Closing Remarks
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Registration Information
Registration Fees: No Fee
This meeting is open to AMF members and prospective members. There is no charge for attending; however, pre-registration is required.
If you have any questions, please call Susan Weiss at 646.637.9293.
Location Information
New York: The New York meetings will take place at the Global Financial Markets Conference Center located at 360 Madison Avenue (at 45th Street) on the 17th Floor, New York City, 10017.
California: The West Coast Meetings will be held at the Four Seasons Hotel Newport Beach, 690 Newport Center Drive, Newport Beach, CA 92660. There are a block of rooms reserved at the Marriott Newport Beach, 900 Newport Center Drive, Newport Beach, CA 92660. For overnight hotel reservations the number is 800-228-9290 or 949-640-4000 and reference The Bond Market Association. Single and double room rates are $119 per night (excluding taxes and gratuities). To take advantage of these rates, reservations must be confirmed by January 17, 2005. The Marriott provides free shuttle service to and from John Wayne Airport.
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