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8:30 - 8:45 AM
Continental Breakfast/Welcome

8:45 - 9:45 AM
Introductions & Topic Identification

9:45 - 10:00 AM
Morning break

10:00 - 12:00 PM
Topic Discussion

12:00 - 1:00 PM
Lunch

1:00 - 2:00 PM
SEC Update
Michael Caccese, K & L Gates

2:00 - 3:00 PM
Skill Sets for the Future
Philip Lawton, Ph.D., CFA, CIPM, The CIPM Program

3:00 - 3:15 PM
Afternoon break

3:15 - 4:15 PM
Risk
William McKibbin, Ph.D., McKibbin USA

4:15 - 5:00 PM
Policies and Procedures: Best Practices
Ann Putallaz, Ph.D., Munder Capital Management

5:00 PM
Next day & end of day wrap up

6:00 - 9:00
Dinner

Day 2

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8:45 - 9:00 AM
Continental breakfast

9:00 - 9:30 AM
Unfinished Discussion

9:30 - 10:30 AM
Fixed Income Attribution Models: Pros and Cons / When and Why
John D. Simpson, CIPM, The Spaulding Group

10:30 - 10:45 AM
Morning break

10:45 - 11:45 PM
Unfinished Discussion

11:45 - 12:00 PM
Conclusions, wrap-up and next meeting

12:00 - 1:00 PM
Lunch

* Agenda is subject to change

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