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“Ignites Live – a live forum that's timely, important to our industry and worth your time.”

Victor Siclari
Managing Counsel: BNY Mellon

Ignites Live, December 9 - 10, 2008: Agenda
Tuesday, December 9 , 2008
1:00 pm Registration
1:30 pm Welcome
1:45 pm FINRA and Fund Sales: Key Developments in Fund Distribution
2:45 pm Executive Roundtable: A Conversation with the Industry's Top CEOs
3:45 pm Networking and Refreshment Break
4:00 pm Valuation and Pricing: Facing Current Industry Challenges
5:00 pm Concurrent Breakout Sessions: (choose one)
  • The CCO and the Board: Best Practices for Working Together
  • Impact of the Current Financial Crisis on Service Providers
  • Impact of the Current Financial Crisis on Funds
  • Outsourcing: Best Practices to Ensure a Smooth Transition
  • Money Market Investor Funding Facility: How Has it Affected Liquidity for 2a-7 Funds?
  • The SEC and Outdated Investment Management Regulations
6:00 pm Cocktail Reception
7:00 pm Awards Dinner for Ignites “Fund Titans”
Inside Counsel: Franklin's Craig Tyle
Chief Compliance Officer: American Century's Maryanne Roepke
Outside Counsel: Morgan Lewis' John McGuire
Lifetime Achievement Award: T. Rowe's Henry Hopkins
9:00 pm Day 1 Close
Wednsday, December 10, 2008
7:30 am Registration
7:45 am What to Expect from the DOL
8:45 am Networking and Refreshment Break
9:00 am What to Expect During Your Next SEC Exam
10:00 am Concurrent Breakout Sessions: (choose one)
  • Best Execution and Soft Dollars
  • Compliance Mistakes and Best Practices in Proxy Voting
  • The Annual Compliance Review: Best Practices for CCOs
  • The Summary Prospectus: What You Need to Know to Comply
11:00 am Networking and Refreshment Break
11:15 am Concurrent Breakout Sessions: (choose one)
  • 401(k) Rule Changes
  • Identity Theft and Privacy: How to Protect Your Investors
  • The Top Issues Facing Fund Boards Today
  • The Unique Challenges of Small Funds
12:15 pm The Litigation Landscape: The Most Important Court Decisions This Year
1:30 pm Closing Remarks and Conference Close
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