Sophisticated Investor Forum
 

October 30-31, 2006 in New York

Dear Collegue,

       As a valued contributor to Financial Research Associates’ investment conferences, I am writing to alert you to our upcoming Sophisticated Investor Forum, October 30-31, 2006 in New York.

 

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Join us for this unique event where the great minds of finance convene in one forum to speak to the most sophisticated investors!
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       This Forum is unique in that we are bringing together some of the best minds in finance in one place at one time. The finest minds in finance will choose their own topics that they believe represent the most pressing issues or opportunities sophisticated investors need to consider now.


       This unique investors’ forum is developed by the great minds in the industry, and for the most sophisticated investors out there. Comprised of a minimum of 75% investors; sell-side participation for this special event is limited to ensure investors of a rich, educational experience and a one-of-a-kind networking opportunity.

 

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Stop attending the ubiquitous alternative investment conference where the sell-side significantly outnumbers the investor community.

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       Forum attendees represent investors from leading endowments, foundations, family offices, high-net worth individuals and the most savvy of plan sponsors. The fee for investors to attend is an affordable $895.

A sample of past forum attendees includes:
 

Mr. Andrew P. Mehalko, Asset Management Advisors

Mr. Cesar Baez, Deutsche Asset Management

Mr. Courtlandt B. Ault, Highgate Investments, LLC

Mr. D. Fort Flowers, Jr., Sentinel Trust Company

Mr. David Doll, Kanaly Trust

Mr. David Kushner, San Francisco Employees' Retirement System

Mr. David Loglisci, New York State Common Retirement Fund

Ms. Debbie Feinberg, Atlantic Capital Group

Mr. Gregory Curtis, Greycourt & Co.

Mr. Jeffrey Coyle, Waterline Partners, LLC

Ms. Jiliene Schenkel, Family Office Director & Trustee

Mr. John Schumacher, New York Life Capital Partners

Mr. Jon Wunsch, Harris myCFO

Ms. Karen Jandorf, Harris myCFO

Ms. Katie Kalvoda, Newport Wealth Management

Mr. Keith Garrison, Teacher Retirement System of Texas

Ms. Kristen Powers, The Threshold Group

Mr. Larry Krummen, Missouri Department of Transportation & Patrol Employees Retirement System

Ms. Lori Irwin, Signature Financial

Ms. Lorrie Tingle, Public Employees' Retirement System of MS

Mr. Paul McKibbin, Guggenheim Private Family Networks

Mr. Paul Perez, Perez Asset Management

Ms. Patricia Soldano, Cymric Family Office

Mr. Peter Fink, Russell Investment Group

Mr. Reginald Sanders, Eastman Kodak Company

Mr. Rick Hough, Silvercrest Asset Management

Mr. Robert Bertram, Ontario Teachers' Pension Plan

Mr. Robert D. Feinstein, Maryland State Retirement Agency

Ms. Ruth Ryerson, Colorado Fire & Police Pension System

Mr. S. Timothy Kochis, Kochis Fitz

Ms. Susan Mucciarone, Calibre

Mr. Teddie Ussery, Synovus Family Asset Management

Mr. Tony Greene, Stillpoint Advisors

Many more investors will join the attendee list come October making this a can’t-miss event!


Register to attend this exciting, informative investment forum with the highest level of guest speaking faculty, and enjoy a unique opportunity to network with the who’s who of the investment world.

For more details on the program agenda, and to register, contact: Ms. Menna Lloyd White at 704-889-1298.

There are a few remaining speaking opportunities available; please contact Ms. Lloyd White for more details. We hope to see you there!


Sponsoring and Exhibiting Information

Enhance your marketing efforts through sponsoring or exhibiting at the Sophisticated Investor Forum. Boost your firm's exposure at this event by sponsoring a cocktail reception or custom-designed networking event. Financial Research Associates can custom-design a sponsorship package tailored to your marketing needs. Or, if product display is key to your marketing efforts, call us about our exhibitor opportunities. At the Sophisticated Investor Forum, there is an outstanding opportunity for your company to present your product to best advantage.

To learn more about these opportunities, please contact Ms. Ms. Menna Lloyd White at 704-889-1298.


Register Today!

Register today to secure your spot at this one-of-a-kind conference brought to you by Financial Research Associates. Call (800) 280-8440, or click here or fill out the registration form below and fax/mail it to (704) 889-1292, or 18705 NE Cedar Drive, Battle Ground, WA 98604.

Click here to view the entire conference agenda online.


Registration Form

Conference Code: B374                Priority Code: VM01


Sophisticated Investor Forum
October 30-31, 2006 in New York

* Subject to FRA approval


Group discounts are available!

Please contact Tracy McLaughlin at 704-889-1291 for more information.

Name:                               Title:

Company:

Department:

Address:

City:                              State:     Zip:

Telephone:                        Fax:

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Method of Payment: 

Please note: There is a cancellation penalty for registrations cancelled fewer than 4 weeks prior to the conference; until then, however, you can reserve your space at no risk.

Financial Research Associates
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Suite 334
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