2010 IFIE/IOSCO GLOBAL INVESTOR EDUCATION CONFERENCE

8-9 NOVEMBER 2010 • CAIRO, EGYPT

"REBUILDING THE TRUST OF THE GLOBAL INVESTING PUBLIC"

View photo slide show here

8 November, 2010

9:00 AM - 9:40 AM - Welcome Remarks

Steven Joachim, Chair, IFIE
Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee
Dr. Ziad Bahaa El-Dine, Chairman, Egyptian Financial Supervisory Authority (EFSA)

9:45 AM - 10:10 AM - Keynote Speaker - "Rebuilding the Trust of the Global Investing Public"

Greg Tanzer, Secretary General, IOSCO

10:15 AM - 11:30 AM - Panel I: Perceptions of Investor/Financial Education as Key to Rebuilding Trust-National Strategies

Roberta Wilton, Vice Chair, IFIE - Moderator
Dr. Khaled Serry Seyam, Chairman, Egyptian Stock Exchange
Eduardo Manhães Ribeiro Gomes, Superintendente - Relaçoes Internacionais, Comissão de Valores Mobiliários (CVM) of Brazil
Mark Stechishin, International Affairs Counsel, Investment Industry Regulatory Organization of Canada (IIROC)

11:35 AM - 12:15 PM - Breakout Session I

Breakout into small group discussions facilitated by rapporteurs for in-depth discussions about priority challenges, key programme elements and tips for success in investor education initiatives. Topics will be listed in materials participants receive at registration.

12:30 PM - 2:00 PM - Sponsor Acknowledgement, Lunch and Keynote Speaker

REPRESENTATIVE OF SPONSORS: Mohamed Soliman Abdel Salam, Chairman and Managing Director of Misr for Central Clearing Depository and Registry (MCDR), also member of MENA-IFIE, will speak on the importance of supporting global and regional coordinated/networked efforts toward strengthening investor education.
KEYNOTE SPEAKER: "Investor Education as a Fundamental Aspect of Capital Market Development" - Kun Ho Hwang, Chairman, Korea Financial Investment Association (KOFIA), Korea Council for Investor Education (KCIE) and the Asia Forum for Investor Education (AFIE)

2:15 PM - 3:30 PM - Panel II: Innovative and Effective Programmes That Build Trust - What Impact Do Such Programmes Have

John Gannon, President, FINRA Investor Education Foundation

Tom Hamza, CEO, Investor Education Fund in Canada
Sarimah Ramthandin, General Manager, Investor Education, Securities Industry Development Corporation (SIDC), Malaysia
Sok Hun Kang, Korea Financial Investment Association (KOFIA), Member of IFIE Advisory Committee
Adele Atkinson, Policy Analyst, Financial Affairs Division, Organisation for Economic Co-Operation and Development (OECD)

3:30 PM - 4:15 PM - IFIE Regional Subcommittee Meetings and IFIE Joint Regional Meeting

The Middle East North Africa (MENA) and Asia Forum for Investor Education (AFIE) IFIE Subcommittees will meet jointly and in networking sessions. Conference participants who are not members of the Regional Subcommittees but wish to attend should inquire at the conference registration desk.

4:15 PM - 5:00 PM - Conversation/Roundtable - Media as Partners in Extending Reach and Awareness for Investor Education

Tom Collimore, Director, Investor Education, CFA Institute – Moderator

Fady Khalaf, Secretary General, Union of Arab Stock Exchanges

5:30 PM - Evening at the Pyramids

This event will include the Sound and Light Show at the Pyramids, as well as a Gala Dinner. Registration required through Web site.


9 November, 2010

7:00 AM - 8:00 AM - IFIE Advisory Committee Meeting

This meeting is for IFIE Advisory Committee members.

8:00 AM - 9:00 AM - IFIE Membership Meeting/ Networking Breakfast for Non-IFIE Members

9:05 AM - 9:25 AM - Keynote Speaker - "Once a National Strategy for Financial Capability is Developed, Then What?"

Mr. Tony Hobman, CEO, Consumer Financial Education Body (CFEB), United Kingdom

9:30 AM - 10:00 AM - Keynote Speaker – "Integrating Investor Education Into Every Aspect of a Regulator's Work"

M S Sahoo, Whole Time Member, Securities and Exchange Board of India

10:00 AM - 11:30 AM - Panel III: Innovative Techniques for Delivering/Evaluating Programmes

Kathryn Edmundson, IFIE Advisory Committee - Moderator

John Gannon, President, FINRA Investor Education Foundation
Ies Robles, Director for Public Debt Management, Mexico City
Bert Chanetsa, Deputy Executive Officer, Investment Institutions, Financial Services Board of South Africa
Diana Crossan, Retirement Commissioner, New Zealand Retirement Commission

11:30 AM - 12:00 PM - Breakout Session II - Networking Break and Materials Fair

12:00 PM - 12:20 PM - Reports

Rapporteur summaries from Breakout Sessions

12:20 PM - 1:30 PM - Lunch and Keynote Speaker

"Emerging Best Practice - Using the Best Thinking and Tools in Behavioural Finance to Improve Effectiveness of Investor Education"

Annamaria Lusardi, The Joel Z. and Susan Hyatt 1972 Professor, Economics Department, Dartmouth College

1:35 PM - 3:00 PM - Panel IV: Challenges Ahead

Steven Joachim, Chair, IFIE - Moderator

Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee
Sujatha Sekhar Naik, Deputy General Manager and Head, Investor Affairs & Complaints Department, Securities Commission of Malaysia
Greg Tanzer, Secretary General, IOSCO
Susumu Kohsaka, Executive Chief of Operations for Institute for Securities Education and Public Relations, Japan Securities Dealers Association (JSDA)

3:00 PM - 3:30 PM - IFIE Reports, Wrap Up and Next Steps

Steven Joachim, Chair, IFIE
Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee