Day 1, October 9, 2008
SESSION 1: Trends in the Global Defined Contribution (DC) Retirement Plan Marketplace
Connie Mullis, CRSP, CRC – Profit Sharing/401k Council of America
David John – ASC (Philippines) and ASC Trust Co. (Guam)
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SESSION 2: Panel Discussion on Best Practices in NGO Service Delivery through NGO Networks
Dr. Geri Marullo – Consuelo Foundation
Ray Dean Salvosa – Consuelo Foundation Philippine Branch
Daniel Urquico – Child and Family Services Philippines (CFSPI)
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SESSION 3: Power Plays: Opportunities in Alternative Energy
Jack Lin – Janus Capital Asia Ltd.
FEATURED SPEAKER PRESENTATION
Real Estate Investment Trust (REIT) Act and Personal Equity and Retirement Account (PERA) Act
Hon. Edgardo Angara – Philippine Senator
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SESSION 4: Benefits and Risks of Investing in REITs and Outlook for the Future
Anna Zhong, CFA – Cornerstone Real Estate Advisors
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KEYNOTE SPEAKER PRESENTATION
Dr. Marc Faber – The Gloom Boom & Doom Report
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Day 2, October 10, 2008
SESSION 1: How to Find Opportunities in Distressed Asian Stock Markets
Simon Rudolph, ACA – Franklin Templeton Investments (Asia)
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SESSION 2: Ethics presentation, guidelines for finance professionals
Frank Crawford, CPA – USDA Graduate School
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SESSION 3: Panel Discussion on Equity Markets Outlook
Keith Basso, Moderator – Navellier and Associates
Daniel Kallus, CFA, CIC – Davis Hamilton Jackson & Associates
Dan Miller – GAMCO Asset Management
Chris Davis – Fisher Investments
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FEATURED SPEAKER PRESENTATION
Sub-Prime Market Meltdown: What Really Happened and What Does It Mean Going Forward
Stephen Weiss, CFA – Income Research & Management
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SESSION 4: Panel Discussion on Fixed Income Markets Outlook
William Thomson, Moderator – Private Capital Ltd.
Donald Amstad – Aberdeen Asset Management
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Patton Roark, CFA – Richmond Capital
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Michael Salvay, CFA – Payden & Rygel
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SESSION 5: Development Bank Round Table Discussion
Octavio Peralta, Moderator - Association of Development Financing Institutions
in Asia and the Pacific
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Aren Palik – Pacific Island Development Bank
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Oscar Camacho – Commonwealth Development Bank Authority
Anna Mendiola – FSM Development Bank
Francis Camacho – Guam Economic Development & Commerce Authority
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Kaleb Udui Jr. – National Development Bank of Palau
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