t rowe price

t. rowe price
Investment Symposium 2009
november 18–20, 2009
BALTIMORE MARRIOTT WATERFRONT HOTEL
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agenda
THURSDAY, NOVEMBER 19
7:30 a.m. REGISTRATION AND CONTINENTAL BREAKFAST
grand
foyer
8:15 a.m. Welcome
Emcee: Preston Athey, lead portfolio manager, U.S. Small-Cap Value Strategy
grand
ballroom
(Salons V & VI)
Lessons Learned Navigating Tumultuous Markets
Brian Rogers, chairman and chief investment officer, T. Rowe Price Group
8:45 a.m. Global Investment Environment
grand
ballroom
(Salons V & VI)
9:45 a.m. BREAK
Christopher Alderson, president and chief executive officer,
T. Rowe Price International
John Linehan, portfolio manager and co-director, U.S. Equities
Mary Miller, director, Fixed Income
Moderator: Timothy Noel, director of portfolio specialists
10:00 a.m. A Washington Perspective: Politics and Priorities in 2010
Norman Ornstein, resident scholar, American Enterprise Institute for
Public Policy Research
Gregory Valliere, chief policy strategist, Soleil Securities Corporation
grand
ballroom
(Salons V & VI)
11:00 a.m. BREAK
11:15 a.m. CONCURRENT SESSIONS
Salons I - iV
There’s Value in Growth: Positioning Large-Cap Growth Portfolios for the Long Term
Robert Bartolo, Larry Puglia, Robert Sharps, portfolio managers
Moderator: Craig Watson, portfolio specialist
Salons VII & VIII
U.S. Small-Cap Stocks: Why This Cycle Is Not So Different
Hugh Evans, John Laporte, Gregory McCrickard, David Wagner, portfolio managers
Moderator: Stephon Jackson, portfolio specialist
Salon IX & X
Investment Opportunities for an Inflationary Market Environment
Richard de los Reyes, research analyst
Steven Huber, head of the Fixed Income Portfolio Strategy team
David Lee, portfolio manager
Timothy Parker, research analyst
Moderator: Charles Ober, portfolio manager
12:15 p.m. BREAK
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THURSDAY, NOVEMBER 19 (continued)
12:30 p.m. LUNCH PRESENTATION
grand
ballroom
(Salons V & VI)
2:30 p.m. BREAK
The Fat Tail: The Power of Political Knowledge for Strategic Investing
Ian Bremmer, president, Eurasia Group
2:45 p.m. CONCURRENT SESSIONS
Current Investment Considerations in Target-Date Products
Christine A. Loughlin, CFA, partner, CAIA
Laura Pavlenko Lutton, editorial director, Morningstar, Inc.
Richard Whitney, director, Asset Allocation
Moderator: William Wendler, director of global consultant relations
Salons I – IV
Salons VII & VIII
Securitized Market Repair Update
Keir Joyce, trader
Andrew McCormick, portfolio manager, head of securitized products
Susan Troll, credit analyst
Moderator: Christopher Dillon, portfolio specialist
Salons IX & X
Emerging Markets: A Discussion With Two Veteran Investors
Michael Conelius, Mark Edwards, portfolio managers
Moderator: Todd Henry, portfolio specialist
3:45 p.m. BREAK
4:00 p.m. CONCURRENT SESSIONS
Trends in International Equities
Raymond Mills, Robert Smith, Justin Thomson, portfolio managers
Moderator: Jason White, portfolio specialist
Salons I – IV
Salons VII & VIII
The Current Stable Value Environment: A Steady Stroll or a Random Walk?
Antonio Luna, portfolio manager
Jonathan Siegel, senior legal counsel
Robert Whiteford, managing director, Global Structured Products Group,
Bank of America
Moderator: Michael Wyatt, portfolio manager
Salons IX & X
Expressing Global Investment Views: A Trading Perspective
Mike Gitlin, global head of trading, T. Rowe Price Group
5:00 p.m. DAY ONE SESSIONS CONCLUDE
6:00 p.m. DINNER EVENT AT THE BALTIMORE MARRIOTT WATERFRONT HOTEL
grand
ballroom
(Salons V & VI)
Join us for an engaging evening that begins with cocktails overlooking the evening
cityscape. Continue into the ballroom for dinner and a special evening of fine
entertainment. The evening concludes with a decadent dessert reception.
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FRIDAY, NOVEMBER 20
7:00 a.m. CONTINENTAL BREAKFAST
grand
foyer
8:00 a.m. Welcome
Emcee: Preston Athey, lead portfolio manager, U.S. Small-Cap Value Strategy
grand
ballroom
(Salons V & VI)
Company Update
Edward Bernard, vice chairman, T. Rowe Price Group
8:30 a.m. Translating Global Research Into Investment Decisions: Identifying Investment
Opportunities in the Technology Sector
Kennard Allen, David Eiswert, portfolio managers
Moderator: Jennifer Martin, portfolio specialist
grand
ballroom
(Salons V & VI)
9:15 a.m. BREAK
9:30 a.m. CONCURRENT SESSIONS
Salons I – IV
Stimulus…Response: The Outlook for Global Equities as Economies Recover
Scott Berg, Robert Gensler, portfolio managers
Moderator: Kurt Umbarger, portfolio specialist
Investing Through the Credit Cycle
Michael Conelius, David Tiberii, Mark Vaselkiv, portfolio managers
Moderator: Steven Huber, head of the Fixed Income Portfolio Strategy team
Salons IX & X
U.S. Small-Cap Stocks: Why This Cycle Is Not So Different
Hugh Evans, John Laporte, Gregory McCrickard, David Wagner, portfolio managers
Moderator: Stephon Jackson, portfolio specialist
10:30 a.m. BREAK
10:45 a.m. CONCURRENT SESSIONS
Salons I – IV
Long-Term Investing in an Uncertain World: The Importance of Process in
Finding Value
David Giroux, portfolio manager
John Linehan, portfolio manager and co-director, U.S. Equities
Brian Rogers, portfolio manager, chairman and chief investment officer,
T. Rowe Price Group
Moderator: Timothy Noel, director of portfolio specialists
Commercial Real Estate: A Global Perspective
Nina Jones, Eric Moffett, research analysts
David Lee, portfolio manager
Theodore Robson, credit analyst
Moderator: Brian Dausch, portfolio specialist
11:45 a.m. BREAK
12:00 p.m. LUNCH PRESENTATION
The Economic Landscape—The Good, The Bad, and The Ugly: A Robust
Discussion with Leading Industry Economists
David Malpass, president, Encima Global
Ed Yardeni, president, Yardeni Research, Inc.
Moderator: Alan Levenson, chief economist
Salons VII & VIII
Salons VII & VIII
grand
ballroom
(Salons V & VI)
1:30 p.m. CLOSING REMARKs
Emcee: Preston Athey, lead portfolio manager, U.S. Small-Cap Value Strategy
grand
ballroom
(Salons V & VI)
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