Upcoming

"What Are the Additional Structures for the Future?"
MarkeTrends Conference
Don Roberson, vice president
Boston, MA
December 5-6, 2001


2001

"Structuring the Administration of Your Fund"
Hedge Fund of Funds Formation Conference
Daniel Kalish, senior director
New York, NY
November 28-29, 2001

"Opening Remarks"
Mutual Fund Education Alliance Conference
Clayton H. Burton, III, executive vice president
Chicago, IL
November 6, 2001

"Retirement Services - Account Aggregation Through the Looking Glass: Insights and Administrative Challenges"
SPARK Conference
Nancy Wolcott, executive vice president
Palm Beach, FL
November 5, 2001

"Successful Customer Relationship Management Applications Development"
The IT Outsourcing Conference
Charles A. Gallant, senior vice president, e-commerce
Boston, MA
October 29-30, 2001

"Insights & Administrative Solutions for Today's Provider of Alternative Investments"
NICSA/ALFI
Iam Headon, accounting manager
Luxembourg
October 8-9, 2001

"How to Launch a Hedge Fund,"
OPAL Financial Group European Alternative Investing Summit
Fergus McKeon, vice president, sales, PFPC
Paris, France
October 8, 2001

"An Institutional Investors Methodology for Selecting, Monitoring and Terminating Hedge Fund Managers"
OPAL Financial Group European Alternative Investing Summit
Fred W. Jacobs, III, managing director of global business development, PFPC
Paris, France
October 8, 2001

"Nightly Business Report"
WHYY-TV
Stephen M. Wynne, executive vice president
Wilmington, DE
September 19, 2001

"Challenges in the European Marketplace"
ICFA Roundtable Discussion
Fred W. Jacobs, senior vice president
Boston, MA
July 24, 2001

"The Quasi Hedge Fund/Mutual Fund, Examining Hedge Funds in a Registered Format: The How's and Why's"
The Eighth Annual Hedge Fund Forum
Rene J. Paradis, vice president
New York, NY
May 21, 2001

"CRM Roundtable Discussion"
ICI General Membership Meeting
Charles A. Gallant, senior vice president
Washington, DC
May 16, 2001

"Institutionalization of Hedge Funds"
Opal Financial Group Conference, Absolute Strategies Conference
Fred W. Jacobs, senior vice president
Paradis Island, Bahamas
April 29 - May 2, 2001

"Solving the Challenge of IFSC Staff Shortages: Case Study 2"
Finance Dublin 2001 Conference
Joan Kehoe, executive vice president, PFPC International Ltd.
Dublin, Ireland
March 27, 2001

"The Dollars and Sense of Outsourcing of IT and Other Business Functions"
NICSA Technology Forum 2001
Charles A. Gallant, senior vice president
Boston, MA
April 25, 2001

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"Customer Relationship Management: Trends for the Investment Management Industry"
NICSA 19th Annual Operations Conference
Charles A. Gallant, senior vice president
Miami, FL
February 18, 2001

"Increasing Electronic Distribution of Mutual Funds" NICSA 19th Annual Operations Conference
John L. Bourke, senior vice president
Miami, FL
February 20, 2001


2000

"Nightly Business Report"
WHYY-TV
Stephen M. Wynne, executive vice president
Wilmington, DE
October 25, 2000

"Addressing the Online Distribution Needs of Financial Intermediaries"
IIR's Second Annual National Forum
Robyn R. Thibodeau, vice president
New York, NY
October 16-17, 2000

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"Opening Remarks"
Mutual Fund Education Alliance
William S. Brandfass, senior vice president
Chicago, IL
October 10, 2000

"Service - A Strategic Asset in Building a Brand"
MarkeTrends Conference
Clayton H. Burton III, executive vice president
Boston, MA
October 4-5, 2000

"Maximizing Technology to be Successful in the European Pension Market"
IBC - Global Pensions Market Conference
Klaas Vander Baaren, vice president
Alexandria, VA
September 20-21, 2000

"Roundtable Discussion"
Global Compliance e-Reporting Forum
Jay F. Nusblatt, senior vice president
Chicago, IL
September 18, 2000

"Industry Snapshots"(hedge funds and mutual funds)
Fourth Annual Private Investment Partnership, Administration Operations and Technology Forum
Neal J. Andrews, senior vice president and senior managing director
New York, NY
June 26-27, 2000

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"Value-Added Technology for Fund Supermarkets - Providing Superior Client Servicing"
IIR Mutual Fund Supermarkets 2000
Kelly E. Lynch, vice president
Boston, MA
June 12-13, 2000

"Transfer Agents & Their Role in Today's Market"
ICI 2000 Mutual Fund Training Conference
Michael DeNofrio, executive vice president and senior managing director
Washington, DC
June 2000

"Accounting and Recordkeeping"
ICI 2000 Mutual Fund Training Conference
Dennis J. Westley, managing director
Washington, DC
June 2000

"Transforming Information into Business Intelligence through Data Mining"
NICSA Technology Forum 2000
Charles A. Gallant, senior vice president
Boston, MA
May 10-11, 2000

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Speaking Engagements

Upcoming

2001

2000