|
Keynote Presentation
Brian Rogers, T. Rowe Price
Redefining Growth
Robert Hagstrom, Legg Mason Capital Management
Dennis Lynch, Morgan Stanley Investment Mgmt.
Alex Motola, Thornburg Investment Management
Moderated by Karen Dolan, Morningstar
To make great investments, growth companies have to have more than high P/Es
and high expectations. These managers look for strong long-term businesses with
enduring advantages. Hear what they have to say about growth investing in the
current environment and how they protect against the downside that can come
with buying growth stocks.
Breakout Session, 3A, 3B
Building an Ideal Target-Date Fund
Tom Idzorek, Ibbotson Associates
Seth Masters, AllianceBernstein
Christopher Sharpe, Fidelity Mgmt & Research Co.
Moderated by Greg Carlson, Morningstar
Three experts discuss the best approaches to putting together target-date
funds. They'll give some examples of sensible asset allocations, and will also
discuss how an asset-allocation framework should change to meet an investor's
needs as retirement approaches.
Breakout Session 3A, 3B
Making the Case for Real Estate
David Lee, T. Rowe Price
Ken Statz, Security Capital Research & Mgmt.
Michael Winer, Third Avenue Management LLC
Moderated by Andrew Gogerty, Morningstar
How is the current credit market affecting the REIT sector? Do management teams
matter, or just the underlying properties? Join us as we discuss these and
other topics with three leading real estate fund managers.
Breakout Session 3A, 3B
What's Geography Got to Do with It?
Ian Lapey, Third Avenue Management LLC
Dennis Stattman, BlackRock
David Winters, Wintergreen Fund
Moderated by Bridget Hughes, Morningstar
These three top managers all invest internationally--but they don't have to.
They're defined by their flexibility. Learn how these portfolio managers think
about the U.S./foreign divide, and find out where in the world they're spotting
the most-interesting opportunities right now.
Closing General Session
|