2-3 MARCH 2009 IFIE/IOSCO CONFERENCE MATERIALS

MONDAY 2 MARCH

7:30 AM REGISTRATION OPENS/CONTINENTAL BREAKFAST
9:00 AM WELCOMING REMARKS
  • Steven A. Joachim, Chairman, International Forum for Investor Education and Executive Vice President, Transparency Services and International Affairs and Service, Financial Industry Regulatory Authority, United States
  • 9:15 AM KEYNOTE SPEAKER
  • Dr. Ahmed Saad, Chairman, Capital Market Authority, Egypt
  • 9:45 AM STARTING EFFECTIVE INVESTOR EDUCATION PROGRAMMESInvestigate strategies from around the world for launching investor education programmes that work.
    10:45 AM BREAK – Sponsored by CSI Global Education Inc. (CSI)
    11:00 AM FINDING AND UTILIZING RESOURCES FOR INVESTOR EDUCATION PROGRAMMESFunding investor education can often be difficult, especially in tough economic times. Learn how different organizations have developed innovative funding mechanisms for investor education.
    NOON LUNCHEON – Sponsored by Securities Investor Protection Corporation (SIPC), United States
  • Stephen Harbeck, President, SIPC
  • 1:30 PM MARKETING INVESTOR EDUCATION TO TARGET GROUPSExplore what the difference is between educating the public about investing, and marketing customized investor education programmes to meet their needs.
    2:30 PM SPEAKER
  • Xi Yuan, Deputy Director, Securities Association of China
  • 2:50 PM KEYNOTE SPEAKER – Recent Developments in Behavioral Finance and Economics
  • Doug Shadel, State Director, AARP, United States
  • 3:45 PM BREAK – Sponsored by CFA Institute
    4:00 PM MOVING INVESTOR EDUCATION INTO THE 21ST CENTURYInvestigate how new information, media, and technology platforms could serve as a catalyst to profoundly improve investor education in the 21st century.
    6:00 PM EVENING ENTERTAINMENT – Sponsored by Financial Industry Regulatory Authority (FINRA)

    TUESDAY 3 MARCH

    7:00 AM IFIE Advisory Committee Meeting (for committee members only)
    7:15 AM IFIE MEMBER MEETING (for members only)
    7:30 AM CONTINENTAL BREAKFAST
    8:45 AM SUMMARY OF DAY 1
  • Steven A. Joachim, Chairman, International Forum for Investor Education and Executive Vice President, Transparency Services and International Affairs and Service, Financial Industry Regulatory Authority, United States
  • 9:00 AM SPEAKERS
  • Michael Paese, Executive Vice President, Global Advocacy, Securities Industry and FinancialMarkets Association, United States
  • 9:20 AM EVALUATING INVESTOR EDUCATION PROGRAMMESInvestor educators that do not evaluate their programs miss a great opportunity to build public and private support for investor education programmes that can improve the financial well-being of investors. Examine how to improve results and increase support for your investor education programme through evaluation.
    10:30 AM BREAK – Sponsored by Securities Industry and Financial Markets Authority (SIFMA) and SIFMA Foundation, United States
    10:45 AM ROUND TABLE: THE FUTURE OF INVESTOR EDUCATIONExplore with top regulators and financial industry executives what the current financial crisis means for investor education.
    • Steven A. Joachim (moderator), Chairman, International Forum for Investor Education and Executive Vice President, Transparency Services and International Affairs and Service, Financial Industry Regulatory Authority, United States
    • Dr. Ahmed Saad, Chairman, Capital Market Authority, Egypt
    • Susan Wolburgh Jenah, President and CEO, Investment Industry Regulatory Organization of Canada
    • Maria Jose Gómez Yubero, Director of Investors, Comisión Nacional del Mercado de Valores, Spain
    • Madhu Sudan Sahoo, Whole Time Member, Securities and Exchange Board of India
    NOON WRAP-UP AND DEPARTURE
  • Steven A. Joachim (moderator), Chairman, International Forum for Investor Education and Executive Vice President, Transparency Services and International Affairs and Service, Financial Industry Regulatory Authority, United States
  • THANKS TO OUR SPONSORS