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13th Annual Super Bowl of Indexing * December 7-10, 2008 * Phoenix, AZ

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  Highlights / Links  
Look Who's Coming...
Letter for Colleagues
William F. Sharpe Indexing Achievement Awards
Golf Outing
Index Business Association (IBA)

  Event Description  

The Super Bowl of Indexing® is the industry’s most prestigious event with over 800 investment professionals expected to attend this year. The Super Bowl of Indexing® has become the annual meeting for the indexing industry and is attended by virtually the entire marketplace, including public and private plan sponsors, fund managers, financial advisors and planners, traders, index and service providers, researchers and academics. An... read full details

  This Year's Event:  
Known as the world's largest and most comprehensive program covering indexing quantitative and structured investment products and strategies, this invitation only event has attracted as many as 800 delegates with even more expected this year. The expert speaker faculty, the industry-specialized concurrent sessions, and the fifth annual William F. Sharpe Indexing Achievement Awards are all powerful draws to this year's conference. This year's agenda includes many of the world's leading academics in the field of indexing. Agenda highlights also include

• A revisiting of the great debate on active versus passive investing.
Keynote Presentation: A contemporary look at portfolio management in a CAPM setting, by Harry Markowitz, Nobel Laureate
• Keynote presentation: Challenges faced by our soon-to-be elected President in managing domestic and global problems.
• General Barry R. McCaffrey

  Keynote Speakers  
Harry Markowitz, Research Professor & President, HARRY MARKOWITZ ASSOCIATES AND NOBEL LAUREATE IN ECONOMICS

Harry Markowitz

Research Professor & President

HARRY MARKOWITZ ASSOCIATES AND NOBEL LAUREATE IN ECONOMICS

General Barry McCaffrey, , MCCAFFREY & ASSOCIATES

General Barry R McCaffrey

MCCAFFREY & ASSOCIATES

  Featured Speakers  
Kenneth French, Carl E. and Catherine M. Heidt Professor of Finance, DARTMOUTH COLLEGE

Kenneth R. French

Carl E. and Catherine M. Heidt Professor of Finance

DARTMOUTH COLLEGE

Robert Shiller, Co-Founder and Chief Economist / Stanley B. Resor Professor of Economics, MACROMARKETS / YALE UNIVERSITY

Robert Shiller

Co-Founder and Chief Economist / Stanley B. Resor Professor of Economics

MACROMARKETS / YALE UNIVERSITY

  Imn's First-class Speaker Faculty Includes:  
Savvas Pallaris, Director,
ALBERTA INVESTMENT MANAGEMENT CORPORATION

Mark Flaherty, Controller,
ALLEGHENY COUNTY

Paul H.D. Matson, Director,
ARIZONA STATE RETIREMENT SYSTEM

Mike Stolte, Founder & President,
ASSET ALLOCATION INCORPORATED

Andrea C. Stewart, Consultant,
ASSET STRATEGY CONSULTANTS

Craig Israelsen, Associate Professor,
BRIGHAM YOUNG UNIVERSITY

Cathy Pareto, President,
CATHY PARETO & ASSOCIATES

Joauna Riley, Senior Legal Assistant,
CITY OF PHILADELPHIA - BOARD OF PENSIONS & RETIREMENT


  Co-lead Sponsor(s)  
Barclays Global Investors
http://www.iShares.com
http://www.barclaysglobal.com
Goldman Sachs & Co.
http://www.gs.com

  Titanium Sponsor(s)  
CME Group
http://www.cmegroup.com

  Palladium Sponsor(s)  
Eurex
http://www.eurexchange.com/ind...

NASDAQ OMX Group
http://www.nasdaq.com/indexes

Standard & Poor's
http://www.indices.standardand...

  Platinum Plus Sponsor(s)  
Dow Jones
http://www.djindexes.com

FTSE Group
http://www.ftse.com

MSCI Barra
http://www.mscibarra.com

  Platinum Sponsor(s)  
Dimensional Fund Advisors
http://www.dfaus.com

ICE
http://www.theice.com

ITG Inc.
http://www.itg.com

Morningstar
http://indexes.morningstar.com

Newedge USA, LLC
http://www.newedgegroup.com/

Northern Trust
http://www.northerntrust.com
http://www.netsetfs.com
PowerShares Capital Management
http://www.powershares.com/

Russell Investments
http://www.russell.com/indexes

Wisdom Tree Asset Management
http://www.wisdomtreeinvestmen...

  Law Firm Sponsor(s)  
Bernstein Litowitz Berger & Grossmann LLP
http://www.blbglaw.com

  Gold Sponsor(s)  
BNP Paribas
http://www.bnpparibas.com

BNY ConvergEx Group
Credit Agricole Cheuvreux
http://www.clsa.com

Claymore Securities
http://www.claymore.com

Credit Agricole Cheuvreux
http://www.clsa.com

Credit Suisse
http://www.credit-suisse.com

Deutsche Bank
http://www.dbadvisors.com

Deutsche Boerse
http://www.deutsche-boerse.com...

Enhanced Investment Products (E.I.P.)
http://www.eip.com.hk

FAF Advisors, Inc.
http://fafadvisors.com/home/in...

First Trust Advisors L.P.
http://www.ftportfolios.com

IndexIQ
http://www.IndexIQ.com

Indxis, Inc.
http://www.indxis.com
http://www.dividendachievers.c
Instinet
http://www.instinet.com

International Securities Exchange
http://www.ise.com

Liquidnet
http://www.liquidnet.com

MacroMarkets LLC
http://www.macromarkets.com

Markit
http://www.markit.com

Mismi
http://www.mismi.com/

Numeric Investors LLC
http://www.numeric.com

NYSE Euronext
http://www.nyse.com

Pipeline Trading Systems LLC
http://www.pipelinetrading.com...

Pragma@Weeden
http://www.pragmafs.com/us/pro...

Proshare Advisors LLC
http://www.proshares.com

Pulse Trading
http://www.pulsetrading.com/

RevenueShares Investor Services
http://www.RevenueSharesETFS.c...

SPA ETFS
http://www.spa-etf.com/

State Street Global Advisors
http://www.spdretfs.com

Thomson Reuters
http://www.thomsonreuters.com

UBS Investment Bank
http://www.ubs.com

Vanguard
http://advisors.vanguard.com

WIENER BORSE AG
http://www.wienerborse.at
http://www.indices.cc
http://www.derivativesmarket.a...
  Cocktail Reception(s)  
Standard & Poor's
http://www.indices.standardand...

  Breakfast Sponsor(s)  
The Chicago Board Options Exchange
http://www.cboe.com

  Breakfast & Breaks Sponsor(s)  
Deutsche Bank
http://www.db.com

  Casino Night Sponsor(s)  
Standard & Poor's
http://www.indices.standardand...

  Exhibitor(s)  
ALPS Fund Services
http://www.alpsinc.com/

Barclays Capital
http://www.barclayscapital.com

BNY Mellon Asset Servicing
http://www.bnymellon.com

Claremont Investment Partners
http://www.roadhouse.com/
http://www.ilfund.com
Direxion Funds
http://www.direxionshares.com

Interactive Data
http://www.interactivedata.com

KLD Research & Analytics, Inc.
www.kld.com
http://blog.kld.com
Miller Tabak & Co., LLC
http://www.millertabak.com/

PNC Global Investment Servicing
http://www.pncgis.com

Renaissance Capital LLC
http://www.ipohome.com/

Rydex Investments
http://www.rydexfunds.com/etf/...
http://www.rydexfunds.com/Inve
http://www.currencyshares.com
SEI
http://www.seic.com/ims
http://www.seic.com
Select Sector SPDRs
http://www.sectorspdr.com/

The Bank of New York Mellon - Depositary Receipts Division
http://www.adrindex.com
http://www.adrbny.com
http://www.bnymellon.com
Tokyo Stock Exchange, Inc.
http://www.tse.or.jp/english/r...
http://www.tse.or.jp/english/i
Van Eck Global
http://www.vaneck.com

  Media Partner(s)  
Structured Retail Products
http://www.StructuredRetailPro...
http://www.SRPMagazine.com
Sponsorship Opportunities
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