THE ASSET MANAGERS FORUM'S
Completing the Picture: Business Insights into the Operations of Asset Managers and Broker-Dealers
February 14, 2006
The Roosevelt Hotel
New York City
THE ASSET MANAGERS FORUM is pleased to invite fixed income professionals from firms across the financial industry to an educational Conference focusing on operational processing insights from two distinct sides of the industry - - sellside and buyside - - you will gain an understanding of how the other half lives. This Conference will discuss both structural and cultural nuances in the Operations Departments of both broker/dealer and asset management firms. Participation in this special, one-of-a-kind Conference will prove to be an invaluable learning experience for you and your firm in understanding the operational culture of your trading counterparts.
"Completing the Picture" is an AMF Conference that will be held on February 14, 2006 at the Roosevelt Hotel, Madison Avenue at 45th Street, New York City.
9:00 - 9:15
8:30 - 9:00 a.m.
Registration and Breakfast in Exhibit Hall
9:00 - 9:15 a.m.
Welcome and Introduction
Welcome and Introduction by AMF Chair Julie Warren of New York Life Investment Management and John Gallagher of BlackRock. Ms. Warren and Mr. Gallagher will introduce the Conference by sharing some initial insights on operations that were realized through cross-industry discussions at The Bond Market Association's Fixed Income Operations Conference in Ponte Vedra, FL in November 2005.
9:15 - 10:30 a.m
Responding to Clients: Broker/Dealer Insights into their Operations
Nicholas Botta of Morgan Stanley will lead a discussion with representatives from the sellside community who will share their insights on their organizational asset-class structure and on an industry trend that suggests a movement toward a multi-asset class approach.
Panelists:
MaryAnn Collins, Greenwich Capital Markets
Steve Misischia, BNP Paribas
Paul Puskuldjian, Lehman Brothers
John Rodefeld, Barclays Capital
10:30 - 10:50 a.m.
Refreshment Break in Exhibit Hall
10:50 a.m. - 12:00 p.m.
Knowing Your Client: the Operations Culture of the Asset Manager
Asset managers are seeking improved communications, greater automation and a commitment from their broker/dealers to build a strategic partnership. To build this partnership, broker/dealers need to understand the operational nuances of their buyside clients. AMF Vice-Chair Jason Jesner of Credit Suisse Asset Management will serve as moderator of the panel. A diverse group of Buy-side panelists will discuss how they are organized to resolve day to day issues as well as meet strategic challenges.
Panelists:
Michael Connors, GM Asset Management
John MacCune, Investors Bank & Trust
Steve Mellas,AQR Capital
12:00 - 12:30
Keynote Speaker - Bob Mathisen, The Bank of New York - “Middleman's Perspective”
12:30 - 1:15 p.m.
Networking Lunch
1:15 - 2:30 p.m.
Special Feature Panel: Completing the Picture
Industry consultant Larry Barnett will lead a discussion by sellside, buyside, custodian bank and vendor panelists regarding the most pressing issues the industry is currently facing as well as potential solutions. The panelists will discuss practical enhancements to improve interoperability of their respective operations departments.
Panelists:
Peter Axilrod, DTCC DerivServ
John Gallagher, BlackRock
Tom Garley, Thomson TradeWeb
Bill Glynn, Merrill Lynch
Jeffrey Potter, Northern Trust
2:30 - 3:45 p.m.
In Search of the Perfect Counterparty
Industry consultant George Reis will lead a discussion of industry participant thoughts on how they wish their counterparts would operate.
Panelists:
John Burchenal, Omgeo, LLC
Dave Hosler, Credit Suisse
Lisa Ilaria, New York Life Investment Management
John Spicciatie, The Bank of New York
3:45 - 4:00 p.m.
Closing Remarks and Initial Take-Aways
Registration Information
Registration Fees:
$495 Members of AMF and TBMA
$695 Non-member
Refund Policy
The Association will issue refunds, each subject to a $75 service charge, on cancellations received in writing on or before Thursday, February 7, 2006. No refunds will be issued on cancellations after this date. Substitutes are welcome at any time.
Hotel Reservations
For your convenience, a limited number of guest rooms have been reserved until January 23, 2006. After that date, rooms will be available on a first-come, first-served basis. For hotel reservations, please call The Roosevelt Hotel at 888.833.3969. Be certain to mention you are attending The Bond Market Association's conference.
If you have any questions, please call Debbie Devine at 646.637.9289.
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Please contact Jenifer Walter at 646.637.9290 for more information.
Julie Warren and John Gallagher Invite you to attend a Special Event
 Click here to view this special video invitation. In this video announcement, Julie Warren of New York Life Investment Management and John Gallagher of BlackRock invite you to attend this workshop.
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