Financial Technologies Forum

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Performance Measurement

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QED CFA Institute SS & C InvestEdge CheckFree RIMES

February 28, 2008

Bayards, One Hanover Square, New York, NY, 10004

CPE Credits: 7

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8:15Registration and Breakfast with Exhibitors
9:00

Chairperson's Opening Remarks

9:15

Keynote Address - Standards Update

9:45

Impact of Alternative Investments

10:30Refreshment Break with Exhibitors
10:45Fixed Income Attribution - Its Current State & Challenges
11:30

Vendor Application Status

12:30Luncheon with Exhibitors
1:30

Broker Customer Reporting - Looking More Like an Investment Manager

2:15

Money Weighted vs Time Weighted - What Do They Mean and When Do You Use Them?

3:00Refreshment Break with Exhibitors
3:15

Technology Implementation: Success and Pitfalls

4:00

Managing Data- Obtaining the Data and Insuring Its Quality

4:45Conference Adjourns

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