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National Association Securities Professionals

17th Annual Pension and Financial Services Conference of the National Association of Securities Professionals (NASP)

to be held in Detroit, Michigan

CALENDAR OF EVENTS

PLEASE NOTE: All individuals listed with an asterisk (*) are tentative at this time. The inclusion of their name represents that an invitation has been extended. The program will be updated regularly.

TUESDAY, JUNE 20, 2006

8:00 am – 2:00 pm GOLF TOURNAMENT (Twin Lakes Golf Club)

3:00 pm – 4:15 pm THE POWERFUL WOMEN OF WALL STREET

Closing the Funding Gap – New Approaches to Asset Allocation

Participants Include:

Richard M. Charlton, Chairman and Chief Executive Officer, New

England Pension Consultants

4:15 pm – 5:30 pm SESSION I (Exclusively for Plan Sponsors/Trustees)

SPOTLIGHT ON YOU

Facilitator:

Shelley Simms Reed, Esq., Senior Vice President and General Counsel, FIS Group, Inc.

SESSION 2 (Exclusively for Plan Sponsors/Trustees)

EXAMINING CORPORATE BOARD DIVERSITY

Moderator:

Dennis Dowdell, Jr., Executive Director, Executive Leadership Council & Foundation

Panelists:

Carl Brooks, President, Executive Leadership Council & Foundation

Joyce Johnson-Miller, Managing Partner, JME Opportunity Partners,

Michael Kennedy, Managing Director, Korn/Ferry International

WEDNESDAY, JUNE 21, 2006

9:00 am – 10:00 am OPENING PLENARY SESSION

Welcome Remarks:

The Honorable Kwame Kilpatrick, Mayor, City of Detroit

Keynote Speaker:

The Honorable William C. Thompson, Comptroller, City of New York

10:15 am – 11:30 am PANEL DISCUSSION

Closing the Funding Gap – New Approaches to Asset Allocation

Participants Include:

Richard M. Charlton, Chairman and Chief Executive Officer, NEW England Pension Consultants

Marquette Chester, Partner; Managing Director, INVESCO

Patricia Gerrick,* State Investment Officer, North Carolina Department

of State Treasurer

Peter M. Gilbert, Chief Investment Officer, Pennsylvania State

Employees’ Retirement System

11:45 am – 1:30 pm JOYCE JOHNSON AWARDS LUNCHEON

Keynote Speaker:

The Honorable Ellen Johnson-Sirleaf, President, Republic of Liberia

1:45 pm – 3:15 pm CONCURRENT WORKSHOPS – SESSION 1

WS 1A: Non-Traditional Applications of Traditional Asset Classes

Participants Include:

Eric Baggesen, Senior Portfolio Manager, CalPERS

James Casselberry, Director of Fiduciary Management Services, Ennis

Knupp + Associates

James Francis, Chairman and Chief Executive Officer, Paradigm Asset Management Company

Ken Grimes, Investment Manager, Earnest Partners

WS 1B: Cash & Liquidity Management: Innovations in Domestic and Foreign Corporate Cash Investing

Participants Include:

David L. Nelson, Director, Investor Relations, DaimlerChrysler

Corporation

Dail St. Claire, Managing Director, Williams Capital Management

WS 1C: Swaps: Rate Lock/Hedging Practices

Participants Include:

Erik Hall, Director, Citigroup

Dana Levenson, Chief Executive Officer, City of Chicago

Rita J. Sallis*, Deputy Comptroller for Public Finance, New York City

Sean Werdlow, Managing Director, Siebert Brandford Shank & Co.,

WS 1D: Current Issues in Real Estate Investing

Participants Include:

Robert Beale, Chief Investment Officer, Louisiana State Employees’ Retirement System

Paul Bernard*, Director, MMA Financial, LLC

Steve Burns*, Consultant, Townsend Real Estate Advisors

Chauncey Mayfield, Chief Executive Officer, Mayfield Gentry Realty Advisors Inc.

Honorable Alberta Tinsley-Talabi*, Trustee Detroit Police and Fire Retirement System

Jennifer Pedigo, CFA, Managing Director, AA Capital Partners, Inc.

3:30 pm – 5:00 pm PLAN SPONSOR/ TRUSTEE ONLY SESSION

Making the Case for Alternative Investments

  Moderator/Judge:

Kristen R. Finney-Cooke, Senior Consultant, Mercer Investment

Panelists/Attorneys:

Bradley T. Atkins, CFA, Chief Executive Officer, Franklin Park Associates, LLC

Eric Barefield, Senior Vice President, Mesirow Financial

Kenneth H. Fearn, Founder and Managing Partner, Integrated Capital

Venita E. Fields, Senior Managing Director, Smith Whiley & Company

Ray Yazer, Founder & Chief Executive Officer, Dynasty Financial Group

THURSDAY, JUNE 22, 2006

8:30 am – 10:00 am MORNING PLENARY SESSION

A National Conversation on the Social and Financial Future of the Gulf Coast

Moderator:

Maya Kulycky, Reporter, ABC News

Invited Participants Include:

Hector V. Barreto, Administrator, United States Small Business Administration

The Honorable John Kennedy, Treasurer, State of Louisiana

The Honorable Tate Reeves, Treasurer, State of Mississippi

Richard Syron, Chairman and Chief Executive Officer, Freddie Mac

The Honorable Melvin L. Watt, Congressman, NC- 12th District, US House of Representatives

10:15 am – 11:45 am CONCURRENT WORKSHOPS – SESSION 2

WS 2A: Liability-Matching Techniques and Risk Management

Participants Include:

Adrian Anderson, Chief Executive Officer, North Point Advisors, LLC

Seth Doyle, Trustee, Detroit Police and Fire Retirement System

  David Olsen, Managing Director, Pension Fund Analytics

WS 2B: Access to Capital

Participants Include:

Calvin Boyd*, Assistant Treasurer, Pulte Corporation

Martin Ragde, Managing Director, Lehman Brothers

WS 2C: Pension Obligation Bonds and Other Post Employment

Benefit Liabilities

Participants Include:

G. Allen Bass, Esq., Counsel, Lewis & Munday, P.C.

Omar Daghestani, Associate Director, UBS Investment Bank

Thomas J. Gavin, Director, Robert W. Baird & Company

Steven Wood, Director, Citigroup

WS 2D: Up Close and Personal:  A Day in the Life of a Trader

Participants Include:

Julia Saunders*, Liquid Markets, Electronic Sales Trading, Lehman

Brothers

Reginald Scantlebury, Senior Vice President, Jackson Securities LLC

Richard A. Vigsnes, Senior Vice President, The Northern Trust CO.

12:00 pm – 2:00 pm MAYNARD JACKSON & PACESETTER AWARDS LUNCHEON

2:30 pm – 3:45 pm CONCURRENT WORKSHOPS – SESSION 3

WS 3A: Private Equity Trends

Participants Include:

Thomas Darden, Managing Director, Reliant Equity Investors

Clare Murphy, Executive Director, City and County of San Francisco Employees’ Retirement System

Paul E. Rice, Senior Managing Director, Private Equity, Mesirow

Financial

Precious Williams, Vice President, Goldman Sachs Urban Investment

Group

WS 3B: Innovations in Transportation Funding

Participants Include:

Myron Frierson, Director Bureau of Finance and Administration, Michigan Department of Transportation

James F. Haddon, Managing Director, Citigroup

Janet Hunter-Moore, Director, Bureau of Bond Finance, State of MI.

WS 3C: Emerging Market Equities and Emerging Market Debt

Participants Include:

Ronald Gracia, Trustee and Chairman of the Board, Detroit General

Retirement System

Edwin Lugo, II, Vice President/Portfolio Manager/Analyst, International Equity Service,

Brown Capital Management

Karl E. White, Executive Director, Massachusetts Bay Transportation Authority

5:30 pm – 7:00 pm VIP RECEPTION exclusively for Conference Sponsors & Trustees/Plan Sponsors

7:30 pm – 10:30 pm TRAVERS BELL AWARDS DINNER GALA

FRIDAY, JUNE 23, 2006 WEALTH MANAGEMENT CONFERENCE

“The Future of NASP: Looking Forward and Reaching Back”

8:00 am – 9:30 am BREAKFAST featuring the Mosaic Singers

Keynote Speaker

Rev. Wendell Anthony, Trustee, Detroit General Retirement System; President, Detroit Chapter – NAACP

9:45 am – 11:45 am MORNING WorkshopS

9:45 am – 10:45 am

The Retail Brokers’ Dream

Moderator

Ted Reid, Senior Vice President, Wealth Advisor, Morgan Stanley

Panelists

Anita D’Aguilar, Vice President – Investments, UBS

Charles F. Graham, Vice President - Investments, A.G. Edwards

Tommy Hughes, Senior Vice President, Smith Barney

10:00 am – 11:30 am

The Great Paper Chase: Strategies for Working with Philanthropic, Foundation andEndowment Funds

Moderator

Doris V. Ewing, Partner, New England Pension Consultants

Panelists

John Bernard, Senior Vice President, Smith Barney

John Davis*, Comptroller, Wayne State University

Carol Goss, President and Chief Executive Officer, Skillman Foundation

Karla Hall, Vice President, DTE Energy Foundation

Erica Hunt, President, 21st Century Foundation

Connie Jackson, Chief Executive Officer, St. Bartholomew's & the London Charitable Foundation

11:00 am – 12:00 am

Staying in the Game When the Rules Have Changed

Moderator

Thomas H. Seabron, Senior Vice President – Investments, Financial Consultant, Smith Barney

Panelists

Tamisha Chestnut, Title, Morgan Stanley

Alex David, Director of Diversity Education, Lord Abbett

Darnell Jackson, Senior Vice President, Smith Barney

Mark W. Willis, Senior Vice President, Director of Trading, Smith Barney

12:15 am – 1:30 pm LUNCHEON

Keynote Speaker

The Honorable Jennifer M. Granholm*, Governor, State of Michigan

1:45 pm – 4:00 pm CAREER FAIR

Participating Colleges and Universities

Baker College

Davenport University

Lewis College of Business

Madonna University

Marygrove College

Michigan State University

University of Detroit

University of Michigan (Ann Arbor & Dearborn)

Walsh College of Accountancy and Business Administration

Wayne State University

Wayne County Community College

Participating Corporations

Citigroup

Comerica

INVESCO

Lord Abbett

Morgan Stanley

New England Pension Consultants

UBS

1:45 pm – 4:00 pm AFTERNOON WORKSHOP

1:45 pm – 2:45 pm

40 Hours, 40 Years and a 401(k): Breaking Into Retirement

Planning

Moderator

Gail Perry-Mason, First Vice President, Oppenheimer & Co., Inc.

Panelists

Monica E. Emerson, V.P. and Director of Human Resources, DaimlerChrysler Corporation

Joyce Hayes-Giles, Senior Vice President, Detroit Edison and Michigan Consolidated Gas Co.

Deloris Hunt, Corporate Vice President, Human Resources, Detroit Medical Center

Aubrey Lee, Vice President, Merrill Lynch

Phyllis Golden Morey, Vice President and Chief Litigation and Compliance Counsel, Lear Corporation

Larry Stewart, Vice President, Human Resources, Detroit Edison and Michigan Consolidated Gas Co. 

3:00 pm – 4:00 pm

Forging Successful Alliances with Power and Privilege

Moderator

Michelle Ball, Financial Advisor, Merrill Lynch

Panelists

Jerome Bettis, Running Back, Pittsburgh Steelers

Shirley A. Kaigler, Esq, Attorney, Jaffe Raitt Heure & Weiss, P.C.

Greg Kelser, Former NBA Player; Analyst, FOXSports

Lamont Smith*, Chief Executive Officer, All Pro Sports

Clifton Powell, Award-Winning Actor

4:00 pm CONFERENCE CONCLUSION

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