2010 Operations and Technology Conference

Mutual Fund Cost Basis Reporting: Preparing for 2012 

• Karen Gibian, Moderator
  Associate Counsel – Tax Law, Investment Company Institute
• Jeff Naylor, Panelist
  VP, Business Development and Industry Relations, SunGard
• Jeanne Falstrom Ross, Panelist
  Attorney Advisor, Tax Legislative Counsel, Office of Tax Policy, U.S. Treasury Department
• Laura Stanley, Panelist
  VP, Dealer Services, Invesco Aim
• Brendan Sullivan, Panelist
  Director, Pershing, LLC

Meet the New Omnibus: Not the Old Omnibus 

• Nino Palermo, Moderator
  Vice President, American Funds
• Robert J. Adams, Panelist
  Executive Vice President, National Financial Services
• Michael Duffy, Panelist
  President, DST TASS
• David Long, Panelist
  Principal, Edward Jones Investments
• Michael McNeil, Panelist
  Senior Vice President, Putnam Investments

Connecting Today: How Asset Managers Are Using Social Media and Why 

• Pat Allen, Moderator
  Principal, Rock the Boat Marketing
• Amy Dobra, Panelist
  Principal, Marketing, Vanguard
• Sheryl Larson, Panelist
  Vice President, Corporate Online Marketing, Northern Trust
• Lawrence Stadulis, Panelist
  Partner-in-Charge, Stradley, Ronon Stevens & Young, LLP