IFIE-IOSCO 2015 GLOBAL INVESTOR EDUCATION CONFERENCE

18 May, 2015

Pre-Conference Reception; Business and Regional Meetings

10:00 AM - 11:30 AM IFIE Advisory Board meeting –closed session
12:00 PM- 3:30 PM IFIE Asia Chapter AGM (Lunch and Business Meeting)–Acting Chair Fumiaki Miyahara, JSDA presiding

JSDA is sponsoring the IFIE Asia Chapter Meeting and Lunch
1:00 PM- 3:00 PM IFIE Americas Chapter AGM—IFIE Americas Leadership Team members including Chair ANBIMA (Ricardo Nardini) presiding

CSI is supporting the IFIE-IOSCO Conference and the IFIE Americas Chapter Meeting
4:00 PM- 5:30 PM IFIE Annual Members meeting for All IFIE Members and Conference participants including IFIE/Chapter participants and other interested parties.
6:00 PM- 8:00 PM Pre-Conference Networking Reception –Kuala Lumpur Hilton hotel

19 May, 2015

2015 IFIE-IOSCO Global Investor Education Conference Day 1

  • 7:00 AM - 9:00 AM Coffee/Tea Service Available Outside Conference Ballroom
    9:00 AM - 10:15 AM Opening Plenary Session—
    Welcome, Remarks and Conversation with Global FC/IE Field Leaders
    10:15 AM - 10:30 AM Break
    10:30 AM - 12:30 PM Quick Start – Ideas and What's New in FC/IE Implementation Work
    12:30 PM - 1:30 PM Buffet Lunch –Networking Opportunity
    • Short Presentation to recognize and thank speakers, participants and sponsors
    1:45 PM - 3:15 PM (Afternoon Plenary Session Part 1) -- Evolving and Defining/Redefining Roles of Regulators, Central Banks, and Government Entities in FC/IE Agenda Work—Lori Schock, US SEC, Co-Chair of IFIE-IOSCO 2015 Global Conference Programme Committee, Moderator
    3:15 PM - 3:30 PM Break
    3:30 PM - 5:00 PM (Afternoon Plenary Session Part 2)—Evolving and Defining/Redefining Roles of Private and Financial Sector in FC/IE Agenda Work –Robert Stammers, CFA Institute and Kathryn Edmundson, IFIE moderator/resources
    5:00 PM - 5:30 PM (Afternoon Plenary Session Part 3)—Innovations in FC/IE Programme Development and Delivery – Multi media Showcase

    Financial Industry Regulatory Authority (FINRA), U.S.:
    Clip 1: Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions
    Clip 2: Con 'Em If You Can

    Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais:
    Clip 1: ANBIMA College Introduction

    Autorité des marchés financiers:
    Clip 1: Key Questions To Ask Before Investing
    Clip 2: Key Questions To Ask To Avoid Fraud (French)

    Manitoba Securities Commission
    Clip 1: This is what investment fraud sounds like (30 second radio)
    Clip 2: This is what investment fraud sounds like (30 second radio)
    Clip 3: Stop investment fraud (60 second TV)

    Securities and Exchange Board of India (SEBI)
    Clip 1: Mr. Kumar Investment Scam
    Clip 2: Restaurant Scam

    Turkish Capital Markets Association
    Clip 1: Savings (Cavemen)
    Clip 2: Saving for future goals (Jam)
    Clip 3: Seize your own future (Aspiration)
    6:30 PM - 9:00 PM Evening Networking Reception and Dinner --A evening networking dinner at Oak Room in Nexus Bangsar South Complex in K.L. Participants will be bussed from compound. A short programme of Malaysian music will begin the evening; music will played as background during the evening as you relax and have time to greet colleagues from around the world and meet new ones.

    20 May, 2015

    2015 IFIE-IOSCO Global Investor Education Conference Day 2

  • 7:00 AM - 8:30 AM Coffee and Tea Service Available outside meeting room
    8:30 AM - 9:45 AM Skill and Professional Development Workshop— Engaging Traditional (including Mass media) in helping carry and leverage and extend FC/IE messages
    9:45 AM - 10:00 AM Coffee Break
    10:00 AM - 11:00 AM What's New and What's Changed--Behavioural Economics Research and Practice Roundtable—Designing and Implementing Effective Approaches that Determine Behaviours You Want to Norm or Change and How You Measure the Change – Gerri Walsh, FINRA/FINRA Foundation, Moderator and Presenter
    11:00 AM - 12:20 PM FC/IE Implementation Challenges in GEM/Emerging Markets: Doing Everything at the Same Time -- Moderator Sujatha Sekhar Naik, CEO SIDREC, Securities Commission - Malaysia (bio/photo)
    12:30 PM - 1:30 PM Buffet Lunch and Networking Opportunity
    1:40 AM - 2:55 PM Problem-Solving Workshops and Breakout Sessions
    3:05 PM - 4:00 PM Building and Articulating Value and ROI of FC/IE Efforts Over Time—Framing the Value Proposition to Build Capacity and Resources for FC/IE Initiatives—Kathryn Edmundson, IFIE, facilitator Video Playback
    4:30 PM - 5:15 PM Follow Up Implications from The Conference and the FC/IE Priority Agenda for the Year Ahead—Voices of Senior Global Leadership, Lori Schock, US SEC, co-Chair of IFIE-IOSCO 2015 Global Conference Programme Committee, Moderator Video Playback 1 Video Playback 2

    David Wright, IOSCO; Flore-Anne Messy, OECD; Michael Herndon, CFTC and co-Chair Conference Programme Committee; Gerri Walsh, FINRA/FINRA Foundation