2014 FOCUS RESEARCH ANNUAL CONFERENCE
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1 2014 FOCUS RESEARCH ANNUAL CONFERENCE October 8 9, 2014 Hosted by Asset Management 50 South La Salle Street 6th Floor Chicago
2 WEDNESDAY, OCTOBER 8th 7:30 am 8:00 am Breakfast 8:00 am 8:15 am Welcome and Opening Remarks Melinda Mecca, Managing Executive Client Solutions Group 8:15 am 8:45 am FOCUS Investment Research Katherine Wills, Senior Relationship Manager Rossana Colangelo, Investment Solutions Specialist Learn about the highlights and enhancements to FOCUS Research 8:45 am 9:30 am Market Update Jim McDonald, Chief Investment Strategist 9:30 am 10:30 am Capital Markets Assumptions Moderator: Daniel Phillips, Strategist Andrew C. Smith, Practice Executive, Investments Michael DeJuan, Portfolio Strategist Peter Flood, Head of ETF Research Every year, s Capital Market Assumptions Working Group (CMA) gathers to develop long-term forecasts for economic activity and financial market returns. In this session, we will review the CMA process, our five-year return expectations, portfolio construction and themes and trends. 10:30 am 10:45 am Break Applying for CEU credits 10:45 am 11:45 am Economic Overview and Outlook Carl R. Tannenbaum, Chief Economist 12:00 pm 1:30 pm Lunch Presentation: Staying Focused in a Noisy World James Ware, CFA, Founder, Focus Consulting Group The modern world conspires to make finance professionals both inadequate and over-stressed. They are swimming in a river of information (noise) with the task of making sense of it (finding the signal.) Every day, all day they receive countless s, text messages, tweets and phone calls. The media tells us that multitasking is a good thing, possibly the answer. But, research shows multi-tasking has just the opposite effect: creating more stress, less efficiency and less learning. Jim Ware, CFA provides practical tools for dealing with these challenges. Based on research and client work, he provides proven tools for investment professionals to deal with the today s competitive markets.
3 WEDNESDAY, OCTOBER 8th 1:30 pm 2:30 pm Engineered Equity and Flexible Indexing Moderator: Matt Peron, Managing Director of Global Equity Michael Hunstad, Head of Quantitative Research Chris Huemmer, Strategist, ETFs Mark Sodergren, Team Lead, Quantitative Strategies Engineered equity refers to investment strategies designed to capture intentional exposures (betas) to one or more factors. Strategies include equal-weighted, fundamental weighted, minimum volatility/variance. In this session, we will discuss how is collaborating with thoughtful investors to provide a better path to achieving their investment objectives. CEU credits (applied for) 2:30 pm 3:00 pm Trends in Estate Planning and Trust Management Hugh Magill, Chief Fiduciary Officer 3:00 pm 3:15 pm Break 3:15 pm 3:45 pm Sector Strategies Moderator: Chris Shipley, Director, Equity Research Our experts will discuss the rationale and characteristics of sector strategies. 3:45 pm 4:45 pm Economic and Market Outlook for China Don Straszheim, Head of China Research ISI International Strategy and Investment China is maturing into a more developed country. This has resulted in a transition in China s economy both in terms of growth trajectory and composition of GDP and is important for investors globally given China s place as the second largest economy in the world. Don Straszheim, Head of China Research at ISI Group, a favorite sell-side research provider of s analysts and strategists, provides insights into China at this critical juncture. CEU credits (applied for) 4:45 pm 5:00 pm Day One Closing Remarks Shundrawn Thomas, Executive Vice President, 5:00 pm 6:30 pm Cocktail Reception Global Conference Center
4 THURSDAY, OCTOBER 9th 7:30 am 8:00 am Breakfast 8:00 am 8:30 am Opening Remarks Day 2 Bill Morrison, President and Chief Operating Officer, 8:30 am 9:15 am Deere & Company Tony Huegel, Director, Investor Relations Moderator: Edward Trafford 9:15 am 10:00 am General Mills, Inc. Kris Wenker, Senior Vice President, Investor Relations Moderator: Ellen Baras 10:00 am 10:15 am Break 10:15 am 11:00 am Oracle Corporation Ken Bond, Vice President, Investor Relations Moderator: Deborah Koch 11:00 am 11:45 am Analyst Round Table Top Picks Moderator: Chris Shipley, Director, Equity Research Our equity analysts will discuss their most compelling ideas. 11:45 am 1:15 am Lunch Presentation: Building Trust The Cornerstone of Employee Engagement and Accountability Michelle L. Reina, Ph.D. Co-Founder and CEO, Reina Trust Building Institute In this interactive keynote, Dr. Reina will take you on an exploration of a central element that high-performing organizations cannot live without - trust. You will discover what trust means, the power when it exists, the problems when it doesn t, and what you can do to build and strengthen it with those with whom you work and serve. 1:15 pm 1:45 pm Investment Landscape and Closing Remarks Bob Browne, Chief Investment Officer,
5 THURSDAY, OCTOBER 9th 2:00 pm 2:45 pm BREAKOUT SESSION 1 Analyst Presentations: Global Conference Center A B C Deborah Koch Technology* Marty Bukoll Sandeep Soorya Healthcare* Jackson Hockley Bill Hurley Energy* 2:45 pm 3:30 pm BREAKOUT SESSION 2 Analyst Presentations A B C Deborah Koch Bill Hurley Technology* Marty Bukoll Sandeep Soorya Healthcare* Brett Varchetto Ellen Baras Bill Hyatt Consumer 3:30 pm 4:15 pm BREAKOUT SESSION 3 Analyst Presentations A B C Jackson Hockley Kevin Cleary Energy* Chris Shipley Kerstin Ramstrom Financials Mike Towle Edward Trafford Industrials/ Materials 4:15 pm Adjourn * Indicates repeat session
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