Index Forum & Networking Reception
Date: May 21, 2012
Location: S&P Indices, 55 Water Street New York, NY
4:00 - 4:30PM Registration
4:30 - 6:00PM Program
Keynote Presentation: Changes in Index Components
ETFs, mutual funds and institutional money tracking the S&P 500 index are over one trillion dollars and these funds hold more than 10% of each stock in the index. David Blitzer, Chairman of the S&P Index Committee, will describe how the market reacts when stocks are added to, or removed from the index and also explain some of the index maintenance issues the committee faces.
David Blitzer, Standard & Poor's, Managing Director
Panel Session: The Future of Indexes and Indexing
Our panel will discuss what our industry can expect to see down the road in the index realm. Potential changes in regulation, the trends in passive vs. active investing and the rise in customized indexes will all be explored.
Panelists:
David Krein, Dow Jones Indexes, Senior Director
Florian Fischer, Thomson Reuters, Global Products
Joseph P. Nardulli, Northern Trust Company, Vice President
Arun Singhal, Russell Indexes, Senior Product Manager
Moderator:
Steve Ellenberg, MDSL, Senior Market Data Consultant
Overview and Update: ERISA Regulation 404
The DOL's Final Answers on Fee Disclosures: Do They Create More Questions?
Beginning this summer, providers (broker-dealers, investment managers, trustees, custodians, and others) to ERISA pension plans will be required to provide detailed information concerning the fees and other compensation they recieve directly or indirectly from plans or potentially face prohibited transactions and excise taxes.
Steven W. Rabitz, Stroock & Stroock & Lavan LLP, Partner
6:00 - 7:30PM Reception
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FISD's Index Forum is the day prior to the 10th Annual North American Financial Information Summit, the largest and most established annual event for data management professionals in North America. Financial end-users can attend for free, click here to find out more.