Bi-Annual IFS Client Conference

Submitted by IFS on Fri, 01/02/2004 - 01:20
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IFS hosted its 2nd Bi-Annual client conference from March 31 to April 2, 2004 at The Westin Diplomat Resort and Spa, Hollywood Beach, FL. The Honorable William Thompson, Comptroller of the City of New York, was the keynote speaker.

Topics covered were:

  • The Many Facets of Governance
    Presented by: Skip Halpern, Steve Harding & Monte Tarbox
  • Active vs. Passive Investing – The Great Debate
    Presented by: Barney Buscemi & Adam Marks vs. Jack Johnson & Barbra Byington
    Moderator: Frank Lilly
  • Key Investment Terms
    Presented by: Ed Patchett & Mike Johnson
  • Current Issues in Fixed Income Portfolio Management
    Presented by: Barbra Byington & Marc Morlock
  • Derivatives – “The Good, the Bad and the Ugly”
    Presented by: Mike Johnson & Adam Marks
  • Implementing a Self-Directed 401(k) Plan
    Presented by: Richard Schmidt & Leslie Billet
  • Equity Trading Costs and Portfolio Transitions
    Presented by: Jack Johnson & Mark Shankroff
  • Proxy Voting
    Presented by: Jerry Carlisle & Monte Tarbox
  • Hedge Funds 101
    Presented by: Ed Patchett & Mark Shankroff
  • Inside the Investment Management Firm – An Insider’s View
    Presented by: Barney Buscemi, Jerry Carlisle & Leslie Billet
  • Class Action Litigation – When Shareholders Challenge Good Companies Doing Bad Things
    Presented by: Jeanna Cullins & Andrew Irving