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May 16, 2009
Janney Montgomery Scott Client Appreciation Seminar in Salem, Ohio
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April 20, 2009
Austin Chartered Financial Analysts Society in Austin, Texas
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April 20, 2009
AHOU Annual Conference in New York, NY
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April 14, 2009
Toronto Chartered Financial Analysts Society in Toronto, Canada
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March 31, 2009
ACLI 2009 Life Insurance Conference in Orlando, Florida
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March 3, 2009
ACLI ReFocus 2009 Conference in Las Vegas, Nevada
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February 4, 2009
Victoria Chartered Financial Analysts Society in Victoria, British Columbia
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January 28, 2009
Callan Associates National Conference in San Francisco, California
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November 19, 2008
Court Square Capital Annual Meeting in New York, NY
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October 24, 2008
Beecken Petty O'Keefe & Company CEO Summit in Laguna Beach, California
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October 10, 2008
Romania Chartered Financial Analysts Society in Bucharest, Romania
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October 1, 2008
RGA Technology Partners 2008 Users Conference in Boston, Massachusetts
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September 16, 2008
Naples Chartered Financial Analysts Society in Naples, Florida
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July 25, 2008
Hamburg Chartered Financial Analysts Society in Hamburg, Germany
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July 24, 2008
Frankfurt Chartered Financial Analysts Society in Frankfurt, Germany
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July 24, 2008
Stuutgart Chartered Financial Analysts Society in Stuttgart, Germany
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July 16, 2008
Van Tuyl Group Partners' Meeting in Dallas, Texas
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June 11, 2008
MasterCard Global Commercial Advisory Meeting in Del Mar, California
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May 5, 2008
Society of Actuaries Development Symposium in Tampa, Florida
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April 1, 2008
Washington DC Chartered Financial Analysts Society in Washington, D.C.
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March 20, 2008
Vermont Chartered Financial Analysts Society in Burlington, Vermont
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February 20, 2008
Ticketmaster Global Leadership Conference in Pasadena, California
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February 14, 2008
Deutsche Small Cap Growth Conference in Naples, Florida
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January 30, 2008
CIEBA Working Group Meeting in Scottsdale, Arizona
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January 23, 2008
Columbus Chartered Financial Analysts Society in Columbus, Ohio
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January 22, 2008
Detroit Chartered Financial Analysts Society in Detroit, Michigan
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January 4, 2008
Korea Chartered Financial Analysts Society Annual Forecasting Dinner in Seoul, Korea
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December 20, 2007
Alabama Chartered Financial Analysts Society in Birmingham, Alabama
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June 19, 2007
Goldman Sachs Private Equity Group Conference in Kiawah Island, South Carolina
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June 14, 2007
Brazil Chartered Financial Analysts Society Annual Forecast Dinner in Sao Paolo, Brazil
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May 9, 2007
Merrill Lynch Pan Asia Rising Stars Conference in Singapore
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April 25, 2007
Pittsburgh Chartered Financial Analysts Society in Pittsburgh, Pennsylvania
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April 18, 2007
Atlanta Chartered Financial Analysts Society in Atlanta, Georgia
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April 12, 2007
Kansas City Chartered Financial Analysts Society in Kansas City, Missouri
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April 11, 2007
Nebraska Chartered Financial Analysts Society in Omaha, Nebraska
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April 10, 2007
St. Louis Chartered Financial Analysts Society in St. Louis, Missouri
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March 15, 2007
Philadelphia Chartered Financial Analysts Society in Philadelphia, Pennsylvania
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March 14, 2007
Young Presidents Organization Deal Network Global Conference Call
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March 8, 2007
New Mexico Chartered Financial Analysts Society in Albuquerque, New Mexico
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March 8, 2007
New Mexico Chartered Financial Analysts Society in Santa Fe, New Mexico
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January 25, 2007
Austin Chartered Financial Analysts Society in Austin, Texas
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January 22, 2007
AIG Global 2007 Global Insurance Conference in New York, New York
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November 3, 2006
New Zealand Society of Chartered Financial Analysts in Wellington, New Zealand
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November 2, 2006
New Zealand Society of Chartered Financial Analysts Annual Forecasting Dinner in Auckland, New Zealand
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October 26, 2006
State National Companies Executive Conference in Carefree, Arizona
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October 24, 2006
Los Angeles Chapter of Young Presidents Organization in Los Angeles, California
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September 12, 2006
Tampa Chartered Financial Analysts Society in Tampa, Florida
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August 24, 2006
Mauritius Chartered Financial Analysts Society in Port Louis, Mauritius
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June 15, 2006
Deutsche Bank 2006 Industrial Conference in Kohler, Wisconsin
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June 7, 2006
Sweden Chartered Financial Analysts Society in Stockholm, Sweden
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June 6, 2006
Finland Chartered Financial Analysts Society in Helsinki, Finland
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May 16, 2006
Deutsche Global Banking North America Managing Director Offsite in New York, New York
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March 29, 2006
Chamber of Commerce China Forum in Eindhoven, Netherlands
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February 22, 2006
Richmond Chartered Financial Analysts Society in Richmond, Virginia
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February 15, 2006
Czech Republic Chartered Financial Analysts Society Annual Forecast Dinner in Prague, Czech Republic
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January 31, 2006
Deutsche Bank 2006 Consumer Winter Conference in Vail, Colorado
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January 17, 2006
Saskatchewan Chartered Financial Analysts Society Annual Forecast Dinner in Regina, Saskatchewan
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November 23, 2005
Chamber of Commerce China Forum in Tilburg, Netherlands
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November 4, 2005
CLSA University Program (CLSA-U) in Austin, Texas
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November 2, 2005
AIG Global Second Annual Global Credit Conference in Houston, Texas
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October 25, 2005
Deutsche Bank Asian Managers' Investor Forum in New York, New York
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September 26, 2005
Allstate Leadership Conference in La Quinta, California
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September 16, 2005
Sage Advisory Client Conference in Austin, Texas
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September 15, 2005
CLSA University Program (CLSA-U) in Los Angeles, California
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August 1, 2005
CLSA University Program (CLSA-U)
Schedule of Meetings:
August 1, 2005 - New York
August 2, 2005 - Boston
August 3, 2005 -- San Francisco
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May 19, 2005
CLSA China Forum in Beijing, China
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April 8, 2005
Intermountain Health Care Group Investment Retreat in Park City, Utah
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February 28, 2005
CLSA University Program (CLSA-U)
Schedule of Meetings:
February 28, 2005 - London, England
March 1, 2005 - London. England
March 2, 2005 - Dublin, Ireland
March 3, 2005 - Edinburgh, Scotland
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February 14, 2005
CLSA University Program (CLSA-U)
Schedule of Meetings:
February 14-15, 2005 - Tokyo, Japan
February 16, 2005 - Shanghai, China
February 17-18, 2005 - Singapore
February 21-22, 2005 - Hong Kong
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January 27, 2005
Idaho Chartered Financial Analysts Society in Boise, Idaho
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January 26, 2005
Seattle Chartered Financial Analysts Society in Seattle, Washington
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January 26, 2005
Spokane Chartered Financial Analysts Society in Spokane, Washington
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January 25, 2005
Portland Chartered Financial Analysts Society in Portland, Oregon
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January 5, 2005
American Council of Life Insurers Executive Roundtable in Boca Raton, Florida
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January 4, 2005
Tampa Chartered Financial Analysts Society in Tampa, Florida
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November 5, 2004
Turkey Chartered Financial Analysts Society in Istanbul, Turkey
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November 3, 2004
Germany Chartered Financial Analysts Society in Frankfurt, Germany
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November 2, 2004
Italy Chartered Financial Analysts in Milan, Italy
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October 26, 2004
Board of DIrectors of the Helen Bader Foundation in Milwaukee, Wisconsin
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September 23, 2004
Cincinnati Chartered Financial Analysts Society in Cincinnati, Ohio
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September 22, 2004
Louisville Chartered Financial Analysts Society in Louisville, Kentucky
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September 21, 2004
Indianapolis Chartered Financial Analysts Society in Indianapolis, Indiana
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August 5, 2004
Beneficial Financial Group Board Retreat in Deer Valley, Utah
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August 5, 2004
Salt Lake City Chartered Financial Analysts Society in Salt Lake City, Utah
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July 19, 2004
Baird Advisors Institutional Investors Conference in Kohler, Wisconsin
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June 9, 2004
Detroit Chartered Financial Analysts Society in Detroit, Michigan
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June 8, 2004
Western Michigan Chartered Financial Analysts Society in Grand Rapids, Michigan
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May 20, 2004
Sasketchewan Chartered Financial Analysts Society in Saskatoon, Saskatchewan
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May 19, 2004
Calgary Chartered Financial Analysts Society in Calgary, Alberta
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May 18, 2004
Edmonton Chartered Financial Analysts Society in Edmonton, Alberta
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March 25, 2004
The Economic Club of Florida in Tallahassee, Florida
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March 10, 2004
Quebec City Chartered Financial Analysts Society in Quebec City, Quebec
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March 1, 2004
AIG Global Asset Allocation Committee Offsite in New York, NY
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February 4, 2004
Victoria Chartered Financial Analysts Society in Victoria, British Columbia
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February 3, 2004
Vancouver Chartered Financial Analysts Society in Vancouver, British Columbia
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January 14, 2004
Board of Trustees of the State of Wisconsin Investment Board in Madison, Wisconsin
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January 8, 2004
Hartford Chartered Financial Analysts Society in Hartford, Connecticut
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November 11, 2003
Nebraska Chartered Financial Analysts Society in Omaha, Nebraska
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November 7, 2003
Nebraska Chapter of Young Presidents Organization in New York, New York
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October 1, 2003
T. Rowe Price Investment Symposium in Baltimore, Maryland
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August 21, 2003
Greenwich Round Table in Greenwich, Connecticut
"Non-profit educational organization for investors who allocate capital to alternative investments. "
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August 12, 2003
Fortis Corporate Resources Network in St. Paul, Minnesota
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August 5, 2003
CFA Institute 2003 Financial Analysts Seminar in Evanston, Illinois
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June 19, 2003
PIMS 2003 in London, England
"An international forum for the retail financial services industry."
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June 3, 2003
North Carolina Chartered Financial Analysts Society Annual Dinner in Greensboro, North Carolina
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May 29, 2003
Bank of America for Barclay Investments in Charlotte, North Carolina
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May 13, 2003
Liberty Partners Managment/Partners Symposium in Grand Cypress, Florida
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April 8, 2003
Institutional Investor Institute Public Funds Roundtable in Pasadena, California
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March 12, 2003
Caterpillar Investment Management Client Conference 2003 in Tucson, Arizona
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February 8, 2003
Asia Business Conference at University of Michigan Business School in Ann Arbor, Michigan
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June 9, 2002
Missouri PSRS and NTRS Board Retreat in Jefferson City, Missouri
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May 8, 2002
INVESCO Private Capital 2002 Meeting in Miami, Florida
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April 25, 2002
Franklin Templeton Investment Management and Strategy Conference in San Mateo, California
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