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2009 Workshop Registration Form

Fund Directors’ Responsibilities for
Measuring Best Execution and Monitoring Soft Dollars

The Program

10:30 am
Introductions and overview,
including legal and regulatory requirements
for assessing best execution and soft dollars

11:00 am
Understanding the importance
of the trading function
in the creation and retention
of “alpha”

11:30 am
Practical challenges
in measuring best execution;
Measuring the importance of
market impact and trade delay
compared to brokerage commissions

12:30 pm
Light working lunch.
Focus on understanding TCA –
Transaction Cost Analysis;
the vendors, measures, strengths
and weaknesses of alternate approaches

1:30 pm
Understanding trading friction
in volatile markets

2:00 pm
Understanding the creation and
expenditure of soft dollars
including the negotiation of mark-up
in the soft-dollar purchases

4:00 pm
Adjourn

REGISTER EARLY!
ATTENDANCE LIMITED TO 25 TRUSTEES
AND THEIR DEDICATED STAFF OR RELATED RESOURCES

Name:
Title:
Company:
Complex:
Street Address 1:
Street Address 2:
City: State: Zip:
Phone: Fax:
E-Mail:


My Board is a Member of the Mutual Fund Director’s Forum.
Please bill me $595.
Please bill me the Non-Member rate of $995.

Please indicate the location you wish to attend:
Boston 6/18 New York 9/17 Chicago 10/16 Los Angeles 11/04

Would your fund complex be interested in having a special session
exclusively for your board? Yes No

  
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