Milan Forum - The Spaulding Group - Management Consultants and Information Providers to the Money Management Industry

Day 1

9:00 - 9:15 A.M.
CONTINENTAL BREAKFAST/WELCOME/MEMBER INTRODUCTIONS

9:15- 10:45 A.M.
INDIVIDUAL PROBLEMS OR CONCERNS

10:45 - 11:00 A.M.
MORNING BREAK

11:00 - 12 :00 P.M.
HOW DO PEOPLE DEAL WITH LONG/SHORT
STRATEGIES IN PORTFOLIOS?
Gary Hilldrup, Fortis

12:00 - 1:00 P.M.
LUNCHEON

1:00 - 2:00 P.M.
HEDGE FUND ATTRIBUTION
David Spaulding, The Spaulding Group, Inc.

2:00 - 3:00 P.M.
LIABILITY DRIVEN INVESTING
Trevor Persaud, Insight Investment

3:00 - 3:15 P.M.
AFTERNOON BREAK

3:15 - 4:15 P.M.
AFTER-TAX RETURN MEASUREMENT
John D. Simpson, The Spaulding Group, Inc.

4:15 - 4:45 P.M.
A BACKDROP ON ITALY

4:45 - 5:00 P.M.
NEXT DAY &
END OF DAY WRAP-UP

CONTINENTAL BREAKFAST

9:15 - 9:30 A.M.
UNFINISHED DISCUSSIONS

9:30 - 10:30 A.M.
GIPS SHORTCOMINGS
Sarah Ringle, Alliance Capital

10:30 - 10:45 A.M.
MORNING BREAK

10:45 - 11:45 A.M.
MONEY WEIGHTED RETURN - ATTRIBUTION
Stefan Illmer, Credit Suisse

11:45 A.M. - 12:00 P.M.
CONCLUSIONS, WRAP-UP & NEXT MEETING

*Agenda is Subject to Change*

For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler.
The agenda's speakers and topics are subject to change.

Back To Performance Measurement Forum

	THE INSTITUTE OF PERFORMANCE MEASUREMENT A division of The Spaulding Group, Inc. PERFORMANCE MEASUREMENT FORUM Planting the seeds of action through interaction 9-10 November 2006 Hilton Milan Via L Galvani, 12 Milan, Italy FORUM PROGRAM Day 1 9:00 - 9:15 A.M. CONTINENTAL BREAKFAST/WELCOME/MEMBER INTRODUCTIONS 9:15- 10:45 A.M. INDIVIDUAL PROBLEMS OR CONCERNS 10:45 - 11:00 A.M. MORNING BREAK 11:00 - 12 :00 P.M. HOW DO PEOPLE DEAL WITH LONG/SHORT STRATEGIES IN PORTFOLIOS? Gary Hilldrup, Fortis 12:00 - 1:00 P.M. LUNCHEON 1:00 - 2:00 P.M. HEDGE FUND ATTRIBUTION David Spaulding, The Spaulding Group, Inc. 2:00 - 3:00 P.M. LIABILITY DRIVEN INVESTING Trevor Persaud, Insight Investment 3:00 - 3:15 P.M. AFTERNOON BREAK 3:15 - 4:15 P.M. AFTER-TAX RETURN MEASUREMENT John D. Simpson, The Spaulding Group, Inc. 4:15 - 4:45 P.M. A BACKDROP ON ITALY 4:45 - 5:00 P.M. NEXT DAY & END OF DAY WRAP-UP Day 2 9:00 - 9:15 A.M. CONTINENTAL BREAKFAST 9:15 - 9:30 A.M. UNFINISHED DISCUSSIONS 9:30 - 10:30 A.M. GIPS SHORTCOMINGS Sarah Ringle, Alliance Capital 10:30 - 10:45 A.M. MORNING BREAK 10:45 - 11:45 A.M. MONEY WEIGHTED RETURN - ATTRIBUTION Stefan Illmer, Credit Suisse 11:45 A.M. - 12:00 P.M. CONCLUSIONS, WRAP-UP & NEXT MEETING 12:00 - 1:00 P.M. LUNCHEON Agenda is Subject to Change For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler. The agenda's speakers and topics are subject to change. Back To Performance Measurement Forum