2010 Conference Agenda
12TH ANNUAL
KLAUSNER & KAUFMAN, P.A.
CLIENT CONFERENCE 2010
March 21st - 24th, 2010
| SUNDAY - MARCH 21, 2010 | |
| 3:00-5:00 p.m. | |
| Registration | Lobby - Pier 66 |
| 8:00-10:00 p.m. | |
| Dessert Party | Pier Top Casual Attire (ATTENDEE & GUEST) |
| MONDAY, MARCH 22, 2010 | |
| 7:30 - 8:30 | |
| Breakfast | Panorama Ballroom (ATTENDEE ONLY) |
| General Session | Panorama Ballroom |
| 8:45 - 9:15 a.m. | |
| Speaker: | Robert D. Klausner, Esquire |
| Presentation: | Introductions We Survived - Now How Do We Thrive? |
| 9:15 - 10:15 a.m. | |
| Speakers: | Gerald Silk, Esquire Mark Lebovitch, Esquire Hannah Ross, Esquire Amy Miller, Esquire Bernstein Litowitz Berger & Grossmann, LLP |
| Presentation: | Giving Shareholders a Voice: How Public Funds of All Sizes are Redefining Corporate Governance Litigation |
| 10:15 - 10:45 a.m. | |
| Refreshments | Panorama Foyer (ATTENDEE ONLY) |
| 10:45 - 11:30 a.m. | |
| Speaker: | J. Andrew Richey, Chief Investment Officer ICC Capital Management |
| Presentation: | What Goes Around Comes Around |
| 11:30 - 12:15 p.m. | |
| Speaker: | W. Michael Montgomery, Managing Principal Montgomery Retirement Plan Advisors, Inc. |
| Presentation: | The Fiduciary Process for Participant Directed Investments |
| 12:15 - 1:30 p.m. | |
| Lunch | Panorama Ballroom (ATTENDEE ONLY) |
| 1:30 - 2:00 p.m. | |
| Speaker: | Bernard J. Schinder, CPA/PFS KR Financial Services, Inc. |
| Presentation: | Hello Tomorrow |
| 2:00 - 2:45 p.m. | |
| Speaker: | Daniel Kallus, Principal Director of Equity Investments Davis Hamilton Jackson & Associates |
| Presentation: | After the Bounce |
| 2:45 - 3:30 p.m. | |
| Speaker: | Hank H. Kim, Director of Governmental Relations & Counsel National Conference on Public Employee Retirement Systems (NCPERS) |
| Presentation: | Negotiate or Fight: Responding to Pension Attacks in the Great Recession |
| 3:30 p.m. | |
| Refreshments to Go | (ATTENDEE ONLY) |
| 7:00 - 10:00 p.m. | |
| Join us at Chima Brazilian Steak House for “An Evening in the Amazon” 2400 East Las Olas Boulevard Fort Lauderdale, FL Cocktails, Dinner & Magic Casual Attire (ATTENDEE & GUEST) Buses will depart Pier 66 at 6:30 p.m. from the Hotel Lobby |
|
| TUESDAY, MARCH 23, 2010 | |
| 7:30-8:30 a.m. | |
| Breakfast | Panorama Ballroom (ATTENDEE ONLY) |
| General Session | Panorama Ballroom |
| 8:45-9:30 a.m. | |
| Speakers: | Robert Podgorny, Manager of Fiduciary Relations Alan Greenwald, Manager, Trustee Advisory Unit Dow Jones Indexes |
| Presentation: | Trustee Decision Making & Members’ Money |
| 9:30-10:15 a.m. | |
| Speaker: | Chris Campbell, Partner Whitestone Global Partners |
| Presentation: | David & Goliath. Why Can’t They Get Along? |
| 10:15-10:45 a.m. | |
| Refreshments | Panorama Foyer (ATTENDEE ONLY) |
| 10:45-11:30 a.m. | |
| Speakers: |
Cathie Eitelberg, Senior Vice President Brian L. Smith, Senior Vice President |
| Presentation: | Are You Under or Over Exposed? Implications of a Changing Fiduciary World |
| 11:30-12:15 p.m. | |
| Speaker: | Corey M. Amon, CFA Taplin, Canida & Habacht, Inc. |
| Presentation: | “Big Brother” Increases “Leverage!” Who’s The “Survivor” And Who’s “The Biggest Loser?” |
| 12:15 - 1:30 p.m. | |
| Lunch | Panorama Ballroom (ATTENDEE ONLY) |
| 1:30-2:15 p.m. | |
| Speaker: | Julia Whitehead, President Whitehead Miller Advisors, Inc. |
| Presentation: | Have all of the Frozen Iguanas Fallen out of the Trees? A Review of Hidden Risk in Exotic Investments |
| 2:15-3:00 p.m. | |
| Speaker: | Jeannine Markoe Raymond, Director of Federal Relations National Association of State Retirement Administrators (NASRA) |
| Presentation: | Federal Legislative Update |
| 3:00 p.m. | |
| Refreshments to go | (ATTENDEE ONLY) |
| 6:30-7:30 p.m. | |
| Cocktails | Crystal Foyer (ATTENDEE & GUEST) Business Casual Attire |
| 7:30-10:30 p.m. | |
| Dinner and Show | Crystal Ballroom |
| WEDNESDAY, MARCH 24, 2010 | |
| 8:30-10:30 a.m. | |
| Breakfast | Windows on the Green (ATTENDEE ONLY) Located in the main building below the hotel lobby |
| Speakers: | Robert D. Klausner, Esquire Stuart A. Kaufman, Esquire Adam P. Levinson, Esquire Andrew S. Lieberman, Esquire |
| Presentation: | Surviving the Law of the Jungle |