13th Annual Super Bowl of Indexing - December 7-10, 2008 - Phoenix, AZ
  Co-lead Sponsor(s)
iShares is the world's most comprehensive family of exchange traded funds (ETFs), with more than 150 iShares ETFs. iShares ETFs have attracted more than $328 billion in assets as of 12/31/07 and now make up 53% of the nation's total ETF market. And they've become the fastest-growing fund family in the United States (as measured by net inflows in 2007). Sources: FactSet and Bloomberg. Carefully consider the iShares Funds' investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com. Read the prospectus carefully before investing. The iShares Funds are distributed by SEI Investments Distribution Co. iShares® is a registered trademark of Barclays Global Investors, N.A. http://www.barclaysglobal.com.

http://www.iShares.com
http://www.barclaysglobal.com

Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net-worth individuals. Founded in 1869, it is one of the oldest and largest investment banking firms. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. Goldman Sachs Electronic Trading provides clients with the necessary tools to manage their trades from start to finish, from pre-trade analytics to post-trade analysis. Clients access our products via REDIPlus®, our top-ranked EMS platform, or via FIX. Customers can seek liquidity using our suite of multi-asset algorithms, route to optimal destinations using our SIGMA smart router, and take advantage of non-displayed liquidity through SIGMA X. Along with providing clients access to global equity markets, we also offer FX, Futures, and Options across North America, Europe, and Asia. For more information, please contact Brendan Wootten (212.357.2583) for electronic trading products, Steven Ferjentsik (212.357.5398) for program trading, or Michael Crinieri (212.357.7445) for exchange-traded funds.

http://www.gs.com
  Titanium Sponsor(s)
CME Group is the leading equity index derivatives marketplace, offering futures and options on key benchmark indexes that cover the spectrum of small-, medium- and large-cap indexes in the United States, Europe and Asia. Our global product suite includes contracts on such well-known indexes as the S&P 500®, S&P MidCap 400™, S&P SmallCap 600™, Dow Jones Industrial Average®, NASDAQ-100®, Nikkei 225 Stock Average™, MSCI® EAFE® and MSCI Emerging Markets, FTSE®/Xinhua China 25® and more. CME Clearing matches and settles all trades and guarantees the creditworthiness of every transaction that takes place in our markets. With CME Group, you gain access to the tools that enable you to manage global equity investment risks and gain access to pricing variations efficiently, cost-effectively and securely. For more information, please visit http://www.cmegroup.com/equities.

http://www.cmegroup.com
  Palladium Sponsor(s)
Eurex, the International Derivatives Exchange Eurex, the international futures and options exchange, offers global electronic access to a broad range of international benchmark derivatives and operates the most liquid fixed income markets. With market participants connected from 700 locations worldwide and an average daily trading volume of more than 7.5 million contracts, Eurex is one of the largest derivatives exchanges in the world. Since the partnership with International Securities Exchange (ISE), Eurex has significantly expanded its liquidity network into the U.S. and into U.S. Dollar (USD) products. On a combined basis, Eurex and ISE are the market leaders in individual equity and equity index derivatives worldwide. http://www.eurexchange.com

http://www.eurexchange.com/ind...

NASDAQ OMX Global Financial Products (GFP) is engaged in the design, development, calculation, licensing, and marketing of NASDAQ OMX indexes. GFP specializes in the development of indexes focusing on NASDAQ OMX’s brand themes of innovation, technology, growth, and globalization. GFP also provides custom index services and design solutions as a third-party provider to selected financial organizations. For more information about NASDAQ OMX indexes, visit www.nasdaq.com/indexes .

http://www.nasdaq.com/indexes

Standard & Poor's, a division of The McGraw-Hill Companies, Inc., provides financial information, analysis, advice, and credit ratings globally. Standard & Poor's Index Services, a leading provider of equity indices, maintains a wide variety of investable and benchmark indices to meet the widest array of investor needs. The S&P Global 1200, an investable index for the world, combines seven indices: the S&P 500 for the US, the S&P Europe 350, the S&P/TOPIX 150 for Japan, the S&P/TSX 60 for Canada, the S&P/ASX 50 for Australia, the S&P Asia 50 and the S&P Latin America 40. The S&P/Citigroup Global Equity Index is the comprehensive index series that covers more than 10,300 companies in 53 countries. Other widely-tracked indices for U.S. equities include the S&P MidCap 400, S&P SmallCap 600, and S&P Composite 1500 and style indices; the emerging markets indices S&P/IFCI, S&P/IFCG, and S&P/IFCF; the S&P Global 100; and the S&P Hedge Fund Indices. Standard & Poor's has developed regional indices in partnerships that include: The S&P/CITIC (China), S&P/HKEx (Hong Kong), S&P/TSE (Japan), S&P/ASX (Australia), S&P/TSX (Canada), S&P/MIB (Italy). Standard & Poor's has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993, the S&P MidCap SPDR in 1995, the Select Sector SPDRs in 1998, and 20 other S&P index linked ETFs that are part of the iShares series. Canada, one of the world's oldest and largest ETF markets, has 10 S&P index-linked ETFs. An ETF on the S&P/TOPIX 150 trades in the U.S., on the S&P/ASX 50 and S&P/ASX 200 in Australia, and on the S&P Europe 350 and S&P Euro in Europe. Other global initiatives for ETFs are underway. Visit http://www.indices.standardandpoors.com for more information.

http://www.indices.standardand...
  Platinum Plus Sponsor(s)
Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of the hedge fund and commodity markets. Dow Jones Indexes is co-owner of the Dow Jones STOXX Indexes, the world’s leading pan-European indexes, and together with Wilshire Associates provides the Dow Jones Wilshire Global Index family, which is anchored by the Dow Jones Wilshire 5000 and covers more than 12,000 securities in 58 markets. Dow Jones indexes are maintained according to clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is a unit of Dow Jones & Company (www.dowjones.com), a subsidiary of News Corporation (NYSE: NWS, NWS.A; ASX: NWS, NWSLV; www.newscorp.com). Dow Jones is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Factiva, Dow Jones Client Solutions, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises. Dow Jones owns 50% of SmartMoney and 33% of Stoxx Ltd. and provides news content to radio stations in the U.S.

http://www.djindexes.com

FTSE Group is leader in the creation and management of over 100,000 FTSE indexes calculated daily for markets worldwide. FTSE indexes are used extensively by investors such as consultants, asset owners, asset managers, investment banks, stock exchanges and brokers. The indexes are used for purposes of investment analysis, performance measurement, asset allocation, portfolio hedging, and creation of index tracking funds such as ETFs. FTSE’s flagship index, the FTSE Global Equity Index Series (GEIS), covers 98% of the world’s total investable market capitalization and includes a broad range of traditional and alternative asset class indexes such as multinationals, style, socially responsible investment, real estate and hedge funds. Custom indexes are designed and created regularly to meet a wide variety of investment strategies for clients. FTSE also manages and calculates non-market capitalization weighted indexes, which offer investors an alternative way to benchmark performance. FTSE has partnered with notable financial industry leaders in key regions to create unique and innovative products for the investment community, including NASDAQ, Dow Jones Indexes, NAREIT, Institutional Shareholder Services (ISS), and Research Affiliates (RAFI) in the US; Xinhua Financial Network of China, Nikkei of Japan (Nihon Keizai Shimbun, Inc), and the ASEAN stock exchanges in Asia; and Euronext, the London Stock Exchange, EPRA, and Global Wealth Associates in Europe. Partnerships with the Athens, Cyprus, Johannesburg, Luxembourg and Madrid stock exchanges round out FTSE’s global coverage of markets worldwide. Real-time FTSE indexes are calculated on systems managed by Reuters. Prices and FX rates used are supplied by Reuters.

http://www.ftse.com

MSCI Barra is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Barra products include indices and portfolio risk and performance analytics for use in managing equity, fixed income and multi-asset class portfolios. The company’s flagship products are the MSCI International Equity Indices, which are estimated to have over USD 3 trillion benchmarked to them, and the Barra risk models and portfolio analytics, which cover 56 equity and 46 fixed income markets. MSCI Barra is headquartered in New York, with research and commercial offices around the world. Morgan Stanley, a global financial services firm, is the controlling shareholder of MSCI Barra.

http://www.mscibarra.com
  Platinum Sponsor(s)
Dimensional Fund Advisors is a global institutional asset manager that aims to deliver the performance of capital markets and add value through portfolio engineering and trading. The firm’s broadly diversified line of institutional investment strategies is designed to precisely target the dimensions of risk identified through decades of research and capture their expected returns. Dimensional is owned primarily by employees and directors. As of September 30, 2008, the firm managed $140 billion for investors worldwide. It has offices Santa Monica, Austin, Chicago, London, Sydney, and Vancouver.

http://www.dfaus.com

IntercontinentalExchange® (NYSE: ICE) operates global commodity and financial products marketplaces, including the world’s leading electronic energy markets and soft commodity exchange. ICE’s diverse futures and over-the-counter (OTC) markets offer contracts based on crude oil and refined products, natural gas, power and emissions, as well as agricultural commodities including canola, cocoa, coffee, cotton, ethanol, orange juice, wood pulp and sugar, in addition to foreign currency and equity index futures and options. ICE® conducts its energy futures markets through ICE Futures Europesm, its London-based futures exchange, which offers the world’s leading oil benchmarks and trades nearly half of the world’s global crude futures in its markets. ICE conducts its soft commodity, foreign exchange and equity index markets through its U.S. futures exchange, ICE Futures U.S.sm, which provides global futures and options markets, as well as clearing services through ICE Clear U.S.sm In August 2007, ICE acquired the Winnipeg Commodity Exchange Inc., the leading agricultural futures exchange in Canada. ICE’s state-of-the-art electronic trading platform brings market access and transparency to participants in more than 50 countries. ICE was added to the Russell 1000® Index in June 2006 and the S&P 500 Index in September 2007. Headquartered in Atlanta, ICE also has offices in Calgary, Chicago, Dublin, Houston, London, New York, Singapore and Winnipeg. For more information, please visit http://www.theice.com.

http://www.theice.com

Investment Technology Group, Inc. (ITG) is a specialized brokerage firm that partners with clients globally to provide innovative solutions spanning the entire trading process. A pioneer in electronic trading, ITG has a unique approach to trading that combines pre-trade analysis, order management, trade execution, and post-trade evaluation to provide continuous improvements in trading and cost efficiency. The firm is headquartered in New York and maintains offices in North America, Europe and the Asia Pacific regions. For additional information, visit www.itg.com

http://www.itg.com

Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 230,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 15 countries and minority ownership positions in companies based in three other countries. Morningstar Indexes offers a broad range of equity, fixed income and commodity indexes. These indexes are used for asset allocation, benchmarking, serves as the basis for investment product creation and market monitoring purposes.

http://indexes.morningstar.com

Newedge, a 50/50 joint venture between Société Générale and Calyon, is a major force in global multi-asset brokerage business, with a world-leading position in the execution and clearing of listed derivative products. With a presence in 25 locations in 17 countries, Newedge offers a full range of clearing and execution services covering options and futures contracts for financial products and commodities, as well as for money market instruments, bonds, FX, equities, and commodities on OTC markets. Newedge provides a range of value added services, including prime brokerage, asset financing, an electronic platform for trading and order routing, cross margining, and the centralized reporting of client portfolios. Newedge, which primarily serves institutional clients, provides access to more than 70 exchanges. Newedge’s 3000+ employees form a close-knit, multinational team that can innovatively respond to its clients in fast-moving markets. For more information about Newedge Group, http://www.newedgegroup.com/. The Alternative Investments Group of Newedge Financial is a comprehensive and vertically integrated brokerage, research and capital introduction group. We develop and maintain contacts with alternative investment managers and institutional investors on a global basis.

http://www.newedgegroup.com/

Northern Trust Global Investments is a global, multi-asset class investment manager serving institutional and personal clients worldwide. We offer a complete spectrum of investment choices along with a high level of consultative support and client servicing. Our innovative structure includes a full array of active investment management capabilities, solid quantitative and index investment capabilities and manager-of-manager programs for alternative investments and total program outsourcing. Northern Trust brings you an innovative product suite within the Exchange Traded Fund (ETF) universe with NETS™, Northern Exchange Traded Shares™. NETS offer investment exposure to some of the world's best recognized benchmarks and can help you achieve effective investment strategies and asset allocations. As one of the world’s leading quantitative managers, we offer a comprehensive array of equity and fixed income strategies from quant active to passive, as well as transition services. Our equity strategies provide exposure to the publicly traded world markets, including all major U.S. equity indices and a variety of international indices. Our fixed income index strategies provide broad diversification and flexibility in the U.S. bond market, offering a component approach to the sectors of the Lehman Aggregate Bond Index. Our dedicated Transition Services Team takes a creative approach to each assignment, managing transitions in a cost effective, risk controlled manner that focuses on total cost minimization and operational efficiency and leverages the vast resources and experience of Northern Trust.

http://www.northerntrust.com
http://www.netsetfs.com

PowerShares Capital Management LLC is the sponsor and advisor of the PowerShares XTF family of Exchange-Traded Funds. PowerShares is "Leading the Intelligent ETF Revolution" providing investment advisors with institutional caliber asset management through the replication of enhanced indexes in one of the more benefit rich investment vehicles available in the marketplace today, the Exchange-Traded Fund. The PowerShares family of funds currently includes Broad Market, Style, Industry/Sector, Dividend and International funds.

http://www.powershares.com/

The Russell Indexes are a comprehensive family of global equity indexes, including the industry-leading Russell U.S. indexes, which allow investors to seamlessly track performance of distinct market segments worldwide without gaps or overlaps. Created in 1984, the Russell Indexes have become the most widely used benchmarks by U.S. institutional investors and today over $4.4 trillion in assets are benchmarked to them. In early 2007, Russell applied the same pioneering index methodology to the world's equity markets to create the Russell Global Index and hundreds of subcomponent global indexes that capture 98% of the investable global equity market.

http://www.russell.com/indexes

WisdomTree Investments, Inc. has developed the first family of fundamentally weighted indexes and ETFs. The WisdomTree Indexes cover all major market capitalizations, both domestically and internationally. In contrast to capitalization-weighted indexes, the WisdomTree Indexes anchor the initial weights of individual stocks to a measure of fundamental value. The company believes its approach provides investors with a viable alternative to market cap-weighted indexes.

http://www.wisdomtreeinvestmen...
  Law Firm Sponsor(s)
Bernstein Litowitz Berger & Grossmann LLP ("BLB&G") is the leading law firm worldwide advising institutional investors on issues related to corporate governance, shareholder rights, and securities litigation. We provide comprehensive asset protection services, including portfolio monitoring, to over 100 of the most significant and respected public pension funds and private institutional investors in North America and abroad. Recently named "Class Action Law Firm of the Year" by Global Pensions Magazine for the second year in a row, BLB&G also received the top ranking from Legal 500, Benchmark, and Chambers USA, in which clients declared that BLB&G "gives 'the best advice in the field'." Unique among its peers, BLB&G has obtained four of the ten largest securities fraud recoveries in history and over $20 billion on behalf of investors since its founding in 1983. Working with our institutional clients, our cases have resulted in sweeping corporate governance reforms, changing deficient business practices and serving as models for public companies going forward. The services which we to provide to our institutional clients include: * monitoring their portfolios for investment losses caused by fraud and corporate misbehaviour * identifying securities settlements in which they have a stake and ensuring that those monies are returned to their portfolios * when absolutely necessary, representing them when they choose to prosecute securities frauds that have damaged their holdings. For more detailed information about the firm and the services we provide to institutional investors, please visit our website http://www.blbglaw.com. Main Contacts: Blair Nicholas blairn@blbglaw.com 858-720-3183 Tony Gelderman tony@blbglaw.com 504-899-2339 General firm information: http://www.blbglaw.com. email: blbg@blbglaw.com 800-380-8496

http://www.blbglaw.com
  Gold Sponsor(s)
BNP Paribas is a leader in global banking with assets of $2.6 trillion and is one of the most stable banks in the world with a AA+ credit rating by S&P and Aa1 by Moody’s. The Bank has over 168,000 employees in 85 countries with 15,000+ in the US. The Bank ranks among the world's top 10 banks by market capitalization. BNP Paribas occupies leading positions in three significant fields of activity: Corporate and Investment Banking, Asset Management & Services and Retail Banking. Present throughout Europe, the Bank also enjoys a significant and growing presence in the United States and leading positions in Asia and in emerging markets. An equity derivatives pioneer and industry leader, BNP Paribas engineers many of the most sophisticated equity, fund and index derivative products in the market today. BNP Paribas has been recognized for its leadership and innovation in equity derivatives and has won some of the most prestigious industry awards: named “Best Global Equity Derivatives House” (2008 by Euromoney magazine), “Structured Products House of the Year” (2008 by Risk Magazine), “Equity Derivative House of the Year” (2007 by Risk magazine) and “Structurer of the Year, North America” (2007 by Structured Products magazine). About Corporate and Investment Banking at BNP Paribas : BNP Paribas Corporate and Investment banking division (CIB) has 16,000 employees, deployed in over 53 countries around the world. BNP Paribas CIB excels in three fundamental sectors in particular: Derivatives - it is one of the leading global players in rates, credit, forex, commodity and equity derivatives Capital markets - it is amongst the top ten Euro houses for both ECM and DCM (bond issues, securitization, convertibles and shares). Structured finance - it is amongst the world leaders for acquisition, export, project and commodity finance. For further information please visit our website at http://cib.bnpparibas.com/

http://www.bnpparibas.com

BNY ConvergEx Group, LLC is a leading provider of global agency brokerage and investment technology solutions. Its comprehensive suite of advanced liquidity management technologies and commitment to service effectively deliver the performance-based capabilities clients require to access global points of liquidity and help them to achieve the best possible overall results for their trades. With a broad global footprint, BNY ConvergEx Group operates in over 100 markets, with offices in the U.S., Europe, Asia and Australia, serving institutional money managers, hedge funds, broker-dealers, corporations, financial intermediaries and plan sponsors.

CA Cheuvreux is a leading European full-service broker, a subsidiary of Calyon and a member of the AA-rated Crédit Agricole Group, one of the world’s leading banking institutions. With over 750 employees in 14 countries across Europe, the United States, Japan and the UAE, we provide high value added access to European equity markets to more than 1,200 of the world’s top institutional investors. We are consistently ranked as a leading broker for the quality and independence of our research. The development of a full range of execution services (Direct Market Access, Algorithmic Trading, Program Trading, Sales Trading and CFDs) is at the heart of our priorities. These services are supported by our powerful trading platform which is at the forefront of innovation, making our offer of one of the most efficient on the market. Our full range of execution services, as well as our in-depth post-market expertise allow us to meet all of our clients’ execution needs.

Claymore Securities, Inc. is a privately held financial services company offering unique investment solutions for financial advisors and retail investors alike. Claymore is an innovator in exchange-traded funds (ETFs), unit investment trusts (UITs) and closed-end funds (CEFs), is often the first-to-market provider of creative investment vehicles. In total, Claymore entities have provided supervision, management, servicing and/or distribution on approximately $13.8 billion in assets as of September 30, 2008. Led by a seasoned and experienced management team, Claymore brings together what it believes to be best-in-class asset managers and index providers to create innovative investment solutions that are used to establish strategic partnerships with investment professionals.

http://www.claymore.com

CA Cheuvreux is a leading European full-service broker, a subsidiary of Calyon and a member of the AA-rated Crédit Agricole Group, one of the world’s leading banking institutions. With over 750 employees in 14 countries across Europe, the United States, Japan and the UAE, we provide high value added access to European equity markets to more than 1,200 of the world’s top institutional investors. We are consistently ranked as a leading broker for the quality and independence of our research. The development of a full range of execution services (Direct Market Access, Algorithmic Trading, Program Trading, Sales Trading and CFDs) is at the heart of our priorities. These services are supported by our powerful trading platform which is at the forefront of innovation, making our offer of one of the most efficient on the market. Our full range of execution services, as well as our in-depth post-market expertise allow us to meet all of our clients’ execution needs.

As one of the world's leading banks, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse is active in over 50 countries and employs approximately 40,000 people. Credit Suisse's parent company, Credit Suisse Group, is a leading global financial services company headquartered in Zurich. Credit Suisse Group's registered shares (CSGN) are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at http://www.credit-suisse.com.

http://www.credit-suisse.com

-Deutsche Asset Management is one of the world's largest investment management organizations, with approximately USD 812 billion in assets under management globally (as of June 30, 2008). With over 5,100 employees worldwide, Deutsche Asset Management’s team of world-class investment professionals is dedicated to serving clients around the clock and across the globe. Over 950 investment professionals strive to deliver out-performance and to develop new products to meet clients' future investment needs. -Investors benefit from Deutsche Asset Management’s global scale and scope. The firm's well-resourced global investment platform brings together a wide variety of experience and investment insight, across industries, regions, asset classes and investing styles. Deutsche Asset Management has the local expertise to spot potential opportunity and the global perspective necessary to weigh the relative attractiveness of opportunities around the world. Combine these broad capabilities with rigorous processes for portfolio construction, and the result is a comprehensive line-up of investment products that is well-suited to addressing a wide range of investor objectives and needs. -Through its dedicated sales and client service teams, Deutsche Asset Management offers investment management services and advice to not-for-profit organizations, corporate and public pension funds, insurance companies, and local government authorities (among others).

http://www.dbadvisors.com

Deutsche Börse - Market Data & Analytics DAX® Indices for the International Financial Markets Deutsche Börse designs, calculates and disseminates more than 2,300 indices linked to its master brands DAX®, DAXplus® and DAXglobal®, making it one of the world’s most renowned index providers. These index products allow investors to cover international markets and global investment strategies in a highly transparent, rule-based and cost-effective manner. The well-known domestic reference indices DAX®, MDAX® and DivDAX® offer transparency and a clear structure for the German market. With the international indices of its DAXglobal® family, each tailored to a specific market - such as DAXglobal® BRIC, Asia or Africa - Deutsche Börse offers investors the opportunity to gain exposure to emerging markets. The strategy indices of the DAXplus® family have been developed with the aim of providing more attractive risk/return opportunities compared to the broader market. Based on the findings of modern portfolio theory, the DAXplus® Maximum Sharpe Ratio and DAXplus® Minimum Variance indices highlight the continuous development of traditional indices and new investment opportunities, alongside indices with embedded derivative elements. In addition to 'pure' equity indices, Deutsche Börse also offers indices for bonds, commodities and volatility. Under its CX® brand, Deutsche Börse calculates a set of tradable and investable commodity indices, while the VDAX-NEW® volatility index allows investors to benefit from unexpected market fluctuations. Many of our index products represent highly attractive underlyings for financial derivatives: the DAX®, for instance, is the third largest index underlying for derivatives worldwide, while well over 200 derivatives have so far been launched on the dividend index DivDAX®. Meanwhile, the DAXglobal® Russia index is among the world’s most popular underlying instruments for exchange-traded funds (ETFs). All of Deutsche Börse's indices are calculated in real time and disseminated globally by various information service providers. They are based on a set of clear and transparent index rules, with every index universe focused on tradable and liquid issues. This makes them highly attractive for investors, product developers and issuers all over the world.

http://www.deutsche-boerse.com...

Enhanced Investment Products was created in 2002, by the ex-Jardine Fleming (later JP Morgan) proprietary trading team, and is located in Hong Kong. The team identified a clear market opportunity in the emerging markets where shorting stock is difficult. The structure brings together two sets of investors for mutual benefit. Index investors, who wish to gain index exposure to a particular market and Hedge Fund investors, who seek steady and consistent absolute returns. The structure is believed to be the first of its kind offered for investment. The structure consists of Index Funds (currently, the Enhanced Korea, Taiwan, India, China, Malaysia, Thailand, Indonesia and Philippines Index Funds have been launched) which are 'overlaid' with a market neutral hedge fund, the E.I.P. Overlay Fund. The Index Funds are all ETF’s. (Exchange Traded Funds) The E.I.P. Overlay Fund can borrow securities in the Index Funds, to take advantage of anomalies in the market place, at low risk. In return, the Index Funds receive a percentage of the positive performance of the E.I.P. Overlay Fund, paid semi-annually. The Index Funds are managed by the Bank of New York (BNY Mellon Capital Management). The Overlay Fund is managed by Enhanced Investment Products. The Index Funds and Hedge Fund are held by different investors and through the use of a Protected Cell Company structure; there is no cross-liability between the Funds. EIP also offer the Enhanced Asia Index Fund which covers 99.5% of the MSCI Asia Emerging markets weight. Please visit www.eip.com.hk or email John Kornet (jkornet@eip.com.hk) for further information. John is located in the United States.

http://www.eip.com.hk

FAF Advisors, Inc., provides investment services for institutional investors, including corporations, endowments, foundations, Taft-Hartley plans, public funds, and high-net-worth individuals. In addition, FAF Advisors serves as advisor to the First American family of funds. FAF Advisors is a multi-discipline manager and offers a full array of investments: domestic equity, specialty equity, taxable and tax exempt fixed income, and cash management. With more than 40 years of experience, FAF Advisors is one of the nation’s leading investment managers. At FAF Advisors, our goal is to deliver consistent, superior returns over the long term. We believe that the best way to do this is to commit to an investment process built upon talented professionals, rigorous debate, and collaboration with accountability. In addition, we pledge to serve our clients with conviction and pursue performance with integrity.

http://fafadvisors.com/home/in...

First Trust Advisors L.P. and its affiliate, First Trust Portfolios L.P. are privately-held investment services companies which were established in 1991 and operate nationwide and also in Canada and Europe. The firms provide a variety of investment services, including asset management, financial advisory services, and municipal and corporate investment banking. The firms are mindful of the complexities of the global economy in order to address the needs of the investing community. Whether it’s a value or growth idea, or a unique quantitative investment approach, the firms translate ideas into investment products which meet the various needs of their customers. The firms are single-minded about providing a diversified range of investment products and services to help meet the challenge of maximizing their customers’ financial opportunities. The firms currently have assets under management or supervision of over $26 billion (as of 9.30.08)through closed-end funds, unit investment trusts, mutual funds, separate managed accounts, variable annuity sub-accounts and exchange-traded funds.

http://www.ftportfolios.com

IndexIQ is the leading developer of Rules-Based AlphaTM investment products designed to harness the benefits of traditional index investing with the alpha potential sought by the best active managers. The Rules-Based AlphaTM philosophy democratizes investment management by making institutional class investment strategies available to all investors, at low cost. IndexIQ strategies span equity, alternatives and fixed income, and are constructed to power a variety of investment vehicles; including Exchange-Traded Funds, Mutual Funds, Managed Accounts and Variable Annuities. Investment products are marketed both through the company’s asset management division and through select partnerships with leading global financial institutions. Additional information about the company and its products can be found at www.indexiq.com .

http://www.IndexIQ.com

Indxis is a total index services provider offering the full spectrum of index capabilities, including: index creation, licensing, calculation, maintenance, distribution, and custom index software development. Indxis offers a unique services platform, where we can manage all components of your index business or handle individual areas. Our index calculation technology is the chosen technology for some of the largest world’s largest index companies. Our proprietary investment methodologies form the basis of an assortment of successful financial products offered by major investment management firms worldwide.

http://www.indxis.com
http://www.dividendachievers.c...

Instinet is an electronic trading pioneer, having established the world’s first significant electronic trading venue in 1969, one of the first recognized U.S. ECNs in 1997 and the first pan-European MTF in 2007. Through its subsidiaries and affiliates, Instinet operates two distinct business lines: a global network of agency-only brokers that seek to help institutions lower overall trading costs and improve investment performance through the use of innovative electronic trading products, including smart-routing, algorithms, DMA, dark pools and EMS platforms, and also provide sales trading, commission management services and independent research; and the Chi-X® trading systems, which aim to improve the efficiency of capital markets globally by providing high-performance, low-cost alternative execution venues. Instinet is a wholly-owned subsidiary of Nomura Holdings, Inc. For more information, please visit http://www.instinet.com.

http://www.instinet.com

The International Securities Exchange operates a family of fully electronic trading platforms, creating efficient markets through innovative technology and market structure. ISE’s markets portfolio consists of an options exchange and a stock exchange. As the world’s largest equity options trading venue, ISE offers options on equities, ETFs, indexes, and FX. The ISE Stock Exchange trades approximately 6,000 products, and is the only fully electronic equities platform that provides the opportunity for continuous price improvement through the interaction of its non-displayed liquidity pool, MidPoint Match, and its displayed stock market. ISE Alternative Markets is scheduled to launch in 2008 and will offer a parimutuel trading platform for derivatives auctions. To complement its markets and enable investors to trade smarter, ISE creates innovative new products including a portfolio of proprietary indexes and enhanced market data for sophisticated investors. ISE is a wholly owned subsidiary of Eurex, a leading global derivatives exchange. Eurex itself is jointly owned by Deutsche Börse AG (Ticker: DB1) and SWX Swiss Exchange. Together, Eurex and ISE are the global market leader in individual equity and equity index derivatives.

http://www.ise.com

Liquidnet is the top brokerage firm for global trading. Liquidnet allows money management institutions to trade large blocks of equities directly and anonymously with significant price improvement and little-to-no market impact. Liquidnet launched in 2001, and the company now enables its Members to trade in 22 equity markets globally. Liquidnet is headquartered in New York with offices in London, Toronto, Tokyo, Hong Kong and Sydney. Additional company information is available online at www.liquidnet.com .

http://www.liquidnet.com

MacroMarkets LLC is a growth company on a mission to add liquidity to valuable economic interests and important asset classes throughout the world. Our principal focus is the creation of innovative financial instruments to facilitate investment and risk management.

http://www.macromarkets.com

Markit is a financial information services company with more than 1,000 employees in Europe, North America and Asia. Over 1,000 financial institutions use our independent services to manage risk, improve operational efficiency and meet regulatory requirements. Markit has unparalleled access to a valuable dataset spanning credit, equities and the broader OTC derivative universe. We provide round-the-clock support from our offices in London, New York, Chicago, Dallas, Toronto, Amsterdam, Brussels, Luxembourg, Tokyo and Singapore to our clients which include investment banks, hedge funds, asset managers, central banks, regulators, rating agencies and insurance companies. To learn more about our products and services, visit http://www.markit.com/.

http://www.markit.com

Mismi is a next-generation crossing system that gives traders greater control over trading outcomes, combined with the benefit of enhanced execution rates. Mismi's portfolio-level controls help traders maintain predicted returns and minimize exposure to market conditions throughout the trade-execution process. Mismi's innovative controls also enhance execution rates, by attracting to the pool a far broader spectrum of participants including those who participate with cash as an investible asset as part of a complete portfolio-investment strategy. Mismi is a fully independent and neutral agency broker.

http://www.mismi.com/

Numeric Investors LLC is a leader in the development and implementation of quantitative investment techniques. Located in Boston, Massachusetts we are privately owned by certain senior employees and a private equity partner. We employ over 90 professionals and manage approximately $16 billion in assets for institutional clients comprised primarily of corporate and public pension plans, foundations, endowments, and fund of funds. We use proprietary stock selection techniques to manage assets across geographic regions, investment styles and capitalization strata. Through our long-only, 130/30 and market neutral portfolios we focus on consistently and significantly beating our benchmarks; measuring our success by the dollars of excess return we are able to generate for our clients, rather than by our assets under management. Across all of our strategies, we apply a consistent investment philosophy and stock selection process based on fundamental and causal market relationships.

http://www.numeric.com

NYSE Euronext, a holding company created by the combination of NYSE Group, Inc. and Euronext N.V., commenced trading on April 4, 2007.NYSE Euronext (NYSE Euronext: NYX) operates the world’s largest and most liquid exchange group and offers the most diverse array of financial products and services. NYSE Euronext, which brings together six cash equities exchanges in five countries and six derivatives exchanges in six countries, is a world leader for listings, trading in cash equities, equity and interest rate derivatives, bonds and the distribution of market data. Representing a combined $30.8 trillion/€22.8 trillion total market capitalization of listed companies and average daily trading value of approximately $127.0 billion/€94.0 billion (as of June 29, 2007), NYSE Euronext seeks to provide the highest standards of market quality and integrity, innovative products and services to investors, issuers, and all users of its markets. NYSE Euronext’s U.S. exchanges over 225 ETFs and trade all other eligible ETFs on a UTP basis. As the largest liquidity pool for ETF trading, NYSE & NYSE Arca handled 43% of all ETF shares traded in the U.S. marketplace during the first half of 2007. In the third quarter of 2007, NYSE Euronext intends to launch NYSE MatchPoint, a portfolio-based, point-in-time electronic exchange facility matching aggregated orders at predetermined times with no market impact.

http://www.nyse.com

Pipeline’s block execution system increases control, saves time and empowers the institutional trader to move large orders in and out of the market with the least chance of being detected and the greatest chance for measurably outstanding execution performance. Pipeline’s model maximizes a trader’s probability of capturing genuine block liquidity and consistently delivers Mega-Blocks at the midpoint; with an average trade size of 50,000 shares. Now, with Pipeline’s Algorithm Switching Engine, traders access dark pools and small order markets. Its patent-pending predictive technology minimizes market impact while accessing significant sources of liquidity. The seamless integration of Pipeline’s Block Market™ with predictive algorithm switching enables quiet execution in the markets while maximizing opportunities for natural fills. Small order execution shortfalls are three times better than any individual premium algorithm.

http://www.pipelinetrading.com...

Pragma@Weeden is the result of a partnership between Pragma Financial Systems, a leading developer of trading algorithms, and Weeden & Co., a premier institutional equity brokerage firm. Pragma@Weeden provides clients with a powerful algorithmic trading platform that delivers superior execution. Our advantage comes from our mathematically rigorous estimation and optimization of execution cost and risk, including consideration of alpha decay, use of a clean covariance matrix for portfolio level correlative effects, and use of intra-day volume and volatility patterns. By optimizing the tradeoff between risk and cost, Pragma@Weeden algorithms are a natural extension of your stock selection process. Our Onepipe liquidity management product brings together over 30 non-displayed pools of liquidity via one connection. For additional information, please contact - David Margulies 203-862-4564 or dmargulies@weednco.com.

http://www.pragmafs.com/us/pro...

ProShares is the nation’s fifth-largest ETF provider and is part of the $28 billion ProFunds Group, which includes 64 ETFs and more than 100 ProFunds mutual funds. ProFunds Group manages approximately 85% of the nation’s short and leveraged ETF and mutual fund assets (as of May 31, 2008).

http://www.proshares.com


http://www.pulsetrading.com/

RevenueShares™ Investor Services, a division of Pacer Financial, provides innovative index driven Exchange Traded Funds (ETFs) to the institutional and retail investor. Our focus is to enhance returns for investors by pursuing index strategies that challenge conventional wisdom. By employing our patent pending investment methodology of weighting a known index (such as the S&P 500) by company revenue instead of market capitalization, we believe investors are better positioned to receive higher long term returns. The company provides marketing assistance and advisor support through an experienced nation-wide team of professionals. RevenueShares™ is based in Paoli, PA. www.RevenueSharesETFS.com

http://www.RevenueSharesETFS.c...

SPA ETF is a global provider of fundamentally driven Exchange Traded Funds (ETFs). Our ETFs track innovative fundamentally-driven indices from MarketGrader, an independent research provider used by some of the world's leading investment houses. MarketGrader indices aim to outperform key US indices and the majority of active fund managers over the long term. When combined with the efficient structure of an ETF, this offers access to the potential for strong returns at a lower cost than actively managed funds. Our ETFs are currently listed in London, New York and Italy.

http://www.spa-etf.com/

State Street Global Advisors is an acknowledged leader in the arena of institutional investing with $1.9 trillion in assets under management.1 We hold the distinction of being named the world’s largest institutional asset manager and leader in several other prominent investment rankings, including exchange traded funds. An investment category we created and currently manage with more than 79 domestic and 25 international exchange traded funds with approximately, $150.1 billion worldwide in our SPDR ETF family.2 Products offered through State Street Global Markets, LLC, member FINRA, SIPC. For further information, including prospectuses, visit spdretfscom or www.spdrgoldshares.com. 1Pensions & Investments, May 28, 2008 2As of August 22, 2008

http://www.spdretfs.com

Thomson Reuters Indices provides trusted and innovative indices and index-related services to the investment community in help investors make better investment decisions. Our index business leverages Thomson Reuters global footprint and unparalleled depth and breadth of the financial markets to provide our clients with: Beta-tracking (passive) indices, Alpha-generating indices, Custom index services and Outsourced index calculation services. Whether you require indices for benchmarking, or development of investment vehicles, Thomson Reuters Indices provides a range of index solutions to satisfy your requirements. Delivered via Thomson Reuters platforms or datafeeds, Thomson Reuters Indices leverage the latest technologies for ease of use and convenient delivery. Thomson Reuters Indices are utilized by investors such as plan consultants, investment managers, mutual fund providers, ETF providers, financial advisors, investment banks, stock exchanges, and the media. Thomson Reuters does not provide financial advice to clients, which allows for the provision of truly objective market information. Each index is constructed employing content sets with the highest data integrity. They are transparent and designed to provide unbiased and neutral measures of the markets. Our rigorous financial models and analytics provide insight into the risks behind investment decisions enabling informed decisions to maximize results. Our Index Review Committee is composed of experts, analysts and practitioners to ensure that the highest standards of methodological compliance are applied for each index.

http://www.thomsonreuters.com

UBS provides electronic trading services and expertise in all major and emerging markets around the globe. We give our clients access to advanced technology and global liquidity so they can achieve the best possible performance. Key products include: our suite of next generation, smart algorithms; UBS Price Improvement Network (PIN), our US crossing engine; UBS Direct Market Access, delivering high-speed, high-capacity connections to all major equity and derivative markets; UBS Pinpoint, a sophisticated desktop trading system and a comprehensive array of pre-, at- and post-trade analytical tools. UBS Investment Bank is one of the world's largest investment banking and securities firms. Our clients include corporations, governments, banks, brokers, asset managers, hedge funds, financial sponsors, and private equity firms worldwide. With over 22,000 employees in 34 countries, we provide expert advice, superb execution, product innovation, and comprehensive access to the world's capital markets.

http://www.ubs.com

Since its beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with more than $1.25 trillion in U.S. fund assets under management as of June 30, 2008. Vanguard provides an array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients. In addition to our many investments and client-focused services, our commitment to financial advisors includes innovative practice management solutions that can help advisors attract and retain clients, build their practices, and enhance their professional development.

http://advisors.vanguard.com

Since 1996 Wiener Börse provides a range of tradable indices which track the performance of stocks from Austria, CEE Countries, CIS and China. Country indices as well as regional indices are part of the index range of Wiener Börse. These indices are used by almost all international issuers worldwide as underlying for their structured products. At present there are also five ETFs linked to indices sponsored by Wiener Börse. More information available on www.indices.cc Wiener Börse operates the only securities exchange in Austria, running a state-of-the-art trading infrastructure for the cash market, derivative market and structured products. More information available on www.wienerborse.at

http://www.wienerborse.at
http://www.indices.cc
http://www.derivativesmarket.a...
  Cocktail Reception(s)
Standard & Poor's, a division of The McGraw-Hill Companies, Inc., provides financial information, analysis, advice, and credit ratings globally. Standard & Poor's Index Services, a leading provider of equity indices, maintains a wide variety of investable and benchmark indices to meet the widest array of investor needs. The S&P Global 1200, an investable index for the world, combines seven indices: the S&P 500 for the US, the S&P Europe 350, the S&P/TOPIX 150 for Japan, the S&P/TSX 60 for Canada, the S&P/ASX 50 for Australia, the S&P Asia 50 and the S&P Latin America 40. The S&P/Citigroup Global Equity Index is the comprehensive index series that covers more than 10,300 companies in 53 countries. Other widely-tracked indices for U.S. equities include the S&P MidCap 400, S&P SmallCap 600, and S&P Composite 1500 and style indices; the emerging markets indices S&P/IFCI, S&P/IFCG, and S&P/IFCF; the S&P Global 100; and the S&P Hedge Fund Indices. Standard & Poor's has developed regional indices in partnerships that include: The S&P/CITIC (China), S&P/HKEx (Hong Kong), S&P/TSE (Japan), S&P/ASX (Australia), S&P/TSX (Canada), S&P/MIB (Italy). Standard & Poor's has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993, the S&P MidCap SPDR in 1995, the Select Sector SPDRs in 1998, and 20 other S&P index linked ETFs that are part of the iShares series. Canada, one of the world's oldest and largest ETF markets, has 10 S&P index-linked ETFs. An ETF on the S&P/TOPIX 150 trades in the U.S., on the S&P/ASX 50 and S&P/ASX 200 in Australia, and on the S&P Europe 350 and S&P Euro in Europe. Other global initiatives for ETFs are underway. Visit www.indices.standardandpoors.com for more information.

http://www.indices.standardand...
  Casino Night Sponsor(s)
Standard & Poor's, a division of The McGraw-Hill Companies, Inc., provides financial information, analysis, advice, and credit ratings globally. Standard & Poor's Index Services, a leading provider of equity indices, maintains a wide variety of investable and benchmark indices to meet the widest array of investor needs. The S&P Global 1200, an investable index for the world, combines seven indices: the S&P 500 for the US, the S&P Europe 350, the S&P/TOPIX 150 for Japan, the S&P/TSX 60 for Canada, the S&P/ASX 50 for Australia, the S&P Asia 50 and the S&P Latin America 40. The S&P/Citigroup Global Equity Index is the comprehensive index series that covers more than 10,300 companies in 53 countries. Other widely-tracked indices for U.S. equities include the S&P MidCap 400, S&P SmallCap 600, and S&P Composite 1500 and style indices; the emerging markets indices S&P/IFCI, S&P/IFCG, and S&P/IFCF; the S&P Global 100; and the S&P Hedge Fund Indices. Standard & Poor's has developed regional indices in partnerships that include: The S&P/CITIC (China), S&P/HKEx (Hong Kong), S&P/TSE (Japan), S&P/ASX (Australia), S&P/TSX (Canada), S&P/MIB (Italy). Standard & Poor's has been on the forefront of exchange-traded fund (ETF) development since the launch of the S&P 500 SPDR in 1993, the S&P MidCap SPDR in 1995, the Select Sector SPDRs in 1998, and 20 other S&P index linked ETFs that are part of the iShares series. Canada, one of the world's oldest and largest ETF markets, has 10 S&P index-linked ETFs. An ETF on the S&P/TOPIX 150 trades in the U.S., on the S&P/ASX 50 and S&P/ASX 200 in Australia, and on the S&P Europe 350 and S&P Euro in Europe. Other global initiatives for ETFs are underway. Visit http://www.indices.standardandpoors.com for more information.

http://www.indices.standardand...
  Exhibitor(s)
ALPS offers a full-service partnership to investment advisers seeking truly tailored fund services. Our services are designed to meet your needs and our consultative approach provides an integrated, client-oriented alliance. Clients experience a seamless extension of their own workforce as they outsource services to ALPS. Our turnkey package includes administration, compliance, creative services, distribution, fund accounting, marketing, medallion distribution, shareholder servicing, tax administration and transfer agency services to open-end, closed-end, exchange traded funds(ETFs) and hedge funds. Some of the ETF/closed-end fund clients we currently work with include the Select Sector SPDRs, United States Oil Fund, Alpine Closed-End Funds, Clough Global Closed-End Funds, Liberty All-Star Funds, Reaves Utility Income Fund, and the Macquarie Global Infrastructure Fund.

http://www.alpsinc.com/

BARX is Barclays Capital's award-winning electronic services platform and leading global provider of electronic transaction solutions. BARX offers electronic execution and a complete set of services across Equities, Emerging Markets, Fixed Income, Foreign Exchange, Futures, Commodities, Money Markets and Structured Products. BARX Equities provides efficient and robust global access to high quality liquidity, best-in-class algorithmic trading strategies, smart routing, sound market intelligence and anonymous execution. Trades can be executed through a variety of OMS/EMS systems, including our RealTick(r) broker-neutral platform. BARX also provides FIX and DMA connectivity, STP, Prime Brokerage, Research and Analytics. For more information about BARX Equities, contact 212-526-3001.

http://www.barclayscapital.com

The Bank of New York Mellon Corporation is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has more than $23 trillion in assets under custody and administration, more than $1.1 trillion in assets under management and services $11 trillion in outstanding debt. Additional information is available at bnymellon.com.

http://www.bnymellon.com

Claremont Investment Partners are advisors to the Industry Leaders Fund -- the only elemental index fund -- and inventors of its proven, patented Industry Leaders Portfolio Strategy. Founded in 1996, the minority-owned and managed firm is a New Jersey women-owned business (WBE) with over $22 million in assets. Guided by more than fifty years of financial industry experience, Claremont’s highly disciplined and repeatable investment strategy selects a diverse portfolio of leading companies based on their financial strength. Unlike traditional methods, industry allocation precedes stock selection. The approach creates consistent and above-average returns: Claremont’s Industry Leaders Fund has an outstanding, 9 ½-year track record based on total return and risk-adjusted performance relative to the S&P 500, making it ideal for both individual and institutional long-term investors. www.roadhouse.com

http://www.roadhouse.com/
http://www.ilfund.com

ETFs to the Power of X. Powerful. Flexible. Effective. Direxion Shares ETFs provide opportunities to: • Effectively allocate capital for improved risk-adjusted returns • Magnify your perspective with powerful 3x leverage • Take advantage of bull and bear markets with flexibility Like all Direxion products, Direxion Shares aims to provide investors with innovative investment products and services to help execute institutional style strategies that allow for innovative ways to achieve enhanced performance opportunity through management of portfolio risk. Direxion Funds/Direxion Shares, managed by Rafferty Asset Management, LLC, is a provider of leveraged index funds, ETFs & alternative-class funds for investment advisors and sophisticated investors who seek to effectively manage risk and return in bull and bear markets. Founded in 1997, the company has approximately $1.6 billion in assets under management. Our business model is built on continuous product innovation, exceptional customer service and a commitment to building strategic relationships with distribution partners. For more information, please visit www.direxionfunds.com or www.direxionshares.com.

http://www.direxionshares.com

Interactive Data Corporation is a leading global provider of financial market data, analytics and related services. Through its businesses, Interactive Data Pricing and Reference Data, Interactive Data Real-Time Services, Interactive Data Fixed Income Analytics, and eSignal, the Company supplies time-sensitive pricing, evaluations and reference data for millions of securities traded around the world, including hard-to-value instruments. Many of the world's best-known financial service and software companies subscribe to the Company's services in support of their trading, analysis, and portfolio management and valuation activities. For more information about Interactive Data and its businesses, please visit http://www.interactivedata.com.

http://www.interactivedata.com

KLD Indexes is a unit of KLD Research & Analytics, Inc., a leading provider of environmental, social and governance (ESG) research for institutional investors, headquartered in Boston, Massachusetts. KLD Indexes develops and licenses benchmark, strategy and custom indexes that investment managers use to integrate ESG criteria into their investment decisions. KLD indexes are designed to be transparent, representative and investable. Products based on KLD Indexes include Mutual Funds, ETFs, Separately Managed Accounts, Unit Investment Trusts, Variable Annuities, and Structured Products. For more information, go to http://www.kld.com/indexes.

http://blog.kld.com

Miller Tabak + Co., LLC (MT) is a twenty-six year old institutional trading firm specializing in the discrete handling of stock purchases and sales, portfolio rebalancing and listed options. We act as agent on behalf of sophisticated institutional investors (hedge funds to large institutions), executing trading and hedging strategies imaginatively and aggressively. Since 1982, the firm has gained tremendous experience and expertise in transactions of stocks and options, as well as creating a vast network using electronic markets and information sources. Today, MT has the most advanced technology systems helping to create proprietary expert strategies, providing clients with split second accuracy and opportune reactions to market conditions. In a world in which all firms are being adversely affected by market conditions, clients trade with MT because of MT's information flow and superior execution for stocks and options.

http://www.millertabak.com/

PNC Global Investment Servicing is a worldwide provider of processing, technology, and business solutions to asset managers, distributors, and advisors. Our offerings include accounting & administration, custody & securities lending, transfer agency, subaccounting, and managed account solutions, as well as business intelligence through Coates Analytics and wealth reporting through Albridge Solutions. We offer a comprehensive solution for managers of mutual funds, closed-end funds, exchange-traded funds, hedge funds, funds of funds, and private equity funds. As one of the world's leading third-party fund administrators, PNC Global Investment Servicing has over 30 years of experience delivering personalized solutions to the global marketplace. We service an international client base from locations in the United States, Luxembourg, Ireland, and Poland.

http://www.pncgis.com

Renaissance Capital, founded in 1991, is the leading provider of independent research on newly public companies. The Firm’s research is used by leading institutional investors to evaluate IPOs. Renaissance Capital’s research is also distributed to over 15 million individual investors through major brokerage firms, including Citi, Credit Suisse, Goldman Sachs, JP Morgan and Morgan Stanley. Using its proprietary research, Renaissance Capital has developed and maintains the Renaissance IPO Index®, the flagship benchmark for IPO performance, and it continues to develop additional IPO-focused indices, including tradable subsets of the benchmark Index that can be licensed as the basis for exchange-traded and OTC structured products. Renaissance Capital is also the advisor to the IPO Plus Aftermarket Fund (IPOSX), the first actively managed mutual fund to focus exclusively on IPOs, and it operates the popular www.ipohome.com web site.

http://www.ipohome.com/

Known as an industry innovator, Rydex has introduced many firsts to the investment landscape. Rydex strives to bring institutional investing strategies—such as leverage and shorting techniques—to investors in more convenient packages, such as funds and ETFs. It is our belief that in more volatile and unpredictable markets, traditional portfolio strategies may not be enough and investors should have access to strategies that can help them better manage risk in their portfolios. Rydex manages $16 billion in assets via more than 100 mutual funds and ETFs. With nearly five years of ETF experience, our ETF line-up now includes 39 exchange traded products covering the broad market, leveraged and inverse, sectors, style boxes and currency.

http://www.rydexfunds.com/etf/...
http://www.rydexfunds.com/Inve...
http://www.currencyshares.com

Since 1968, SEI has organically grown into one of the industry’s premier leading outsourcer. We leverage our expertise, technology innovations and comprehensive outsourcing services to support a full range of investment vehicles, including mutual funds, ETFs, Collective Trusts, SMAs, institutional and private client accounts, and alternative investments. SEI is in a unique position to successfully help firms in the ETF marketplace - from investment managers launching a new ETF fund to experienced industry players looking to leverage an efficient, integrated operating model for their existing ETFs. Through SEI’s proprietary ETF processing technology and distribution expertise, money managers can focus on investment related activities, utilizing the broad, extensive resources of SEI to handle their processing, marketing and distribution needs. SEI’s scalable operational environment allows investment managers to effectively launch new products without the costly burden of integrating services and technology. We also enhance your competitive advantage by providing industry insights and knowledge, transforming your data into meaningful and actionable information, and creating effective growth strategies. We help you succeed. SEI offers an integrated, one-stop solution that encompasses: Fund accounting and administration Authorized Participant (AP) processing Custody and transfer agent Distribution services Compliance support 1 Freedom Valley Drive, Oaks, PA 19456; www.seic.com/ims Contact: Gary Harris, National Sales Director; phone: 610/676-1270; email ManagerServices@seic.com

http://www.seic.com/ims
http://www.seic.com

Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds thereby allowing you to customize your investments by picking and weighting these sectors to meet specific investment goals. Sector SPDR assets grew from $4 billion to more than $29 billion in the last 5 years and daily trading volume now exceeds 150 million shares per day. These highly liquid and very popular ETFs may be used to build a diversified portfolio, hedge a particular position, or gain immediate exposure to a specific sector of the market.

http://www.sectorspdr.com/

The ADR Division is a division of The Bank of New York Mellon, a global financial services company focused on helping clients move and manage their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset and wealth management, asset servicing, issuer services, and treasury services through a worldwide client-focused team. It has more than $23 trillion in assets under custody and administration, more than $1.1 trillion in assets under management, and services $12 trillion in outstanding debt. Additional information is available at www.bnymellon.com.

http://www.adrindex.com
http://www.adrbny.com
http://www.bnymellon.com

Tokyo Stock Exchange, Inc. (TSE) is one of the leading global exchanges and the largest securities market in the Asia-Pacific region. The TSE is best known for its massive equities market, valued at USD 4.3 trillion as of the end of September 2007, and it also boasts the largest market for Japanese securities derivatives. A highly diversified range of products such as TOPIX futures and options give investors the tools they need to hedge their portfolios. Furthermore, the TSE is the primary market for Japanese ETFs and REITs and the exchange actively promotes the creation and listing of new products. Beyond its dynamic market, the TSE develops and publishes Japan’s most comprehensive family of indices. TOPIX (Tokyo Stock Price Index), the principal index consisting of all Japanese common stocks listed on the TSE First Section, is widely used as a benchmark for the Japanese stock market. TOPIX and other indices including TOPIX Core 30, TOPIX 100 and the Tokyo Stock Exchange REIT Index are also used as underlying indices for the creation of index linked products, and the TSE issues licenses for such use of indices globally.

http://www.tse.or.jp/english/r...
http://www.tse.or.jp/english/i...

Founded in 1955, Van Eck Associates Corporation was among the first U.S. money managers helping investors achieve greater diversification through global investing. Today the firm continues the 50+ year tradition by offering global investment choices in hard assets, emerging markets, precious metals including gold, and other specialized asset classes. Market Vectors exchange-traded products have been offered by Van Eck Global since 2006 when the firm launched the nation’s first gold-mining ETF. Today, Market Vectors ETFs and ETNs span several asset classes, including equities, municipal bonds and currency markets. Van Eck Global also offers mutual funds, insurance trust funds, separate accounts and alternative investments. Designed for investors seeking innovative choices for portfolio diversification, Van Eck Global’s investment products are often categorized in asset classes having returns with low correlations to those of more traditional U.S. equity and fixed income investments.

http://www.vaneck.com
  Breakfast Sponsor(s)
The Chicago Board Options Exchange, founded in 1973, is the creator of listed options and the nation’s largest options marketplace. CBOE is the industry leader in product innovation, having created equity options, index options, LEAPS, and, more recently, VIX® Options and Credit Event Binary Options. CBOE, long at the forefront of options education and advocacy, is also home to the world-renowned Options Institute and CBOE.com, the Exchange’s award winning website. CBOE’s Hybrid Trading System, one of the most unique market models in the industry, allows customers to choose the efficiency of the screen or the added customer service benefit found in floor trading. This best-of-both approach, combined with an unparalleled range of products and deep market liquidity, makes CBOE the exchange of choice for options investors of all types. Currently, CBOE trades options on more than 2,100 individual equities, 28 broad- and sector- based indexes, 96 exchange-traded funds, 4 interest rate options and 7 credit derivative products. CBOE’s wholly-owned subsidiary, the CBOE Futures Exchange (CFE), lists 7 futures contracts, including its flagship product, VIX Futures. The CBOE S&P 500 PutWrite Index (PUT) won the annual award for the Most Innovative Benchmark Index at the Twelfth Annual Super Bowl of Indexing Conference in Scottsdale, Arizona on December 3, 2007. At the 2004 Super Bowl of Indexing Conference, the CBOE S&P 500 BuyWrite Index (BXM) was awarded the Most Innovative Benchmark Index distinction, and the CBOE Volatility Index (VIX) Futures product received the Most Innovative Index Derivative Award. Contact Information: Chicago Board Options Exchange, Incorporated 400 South LaSalle Street Chicago, IL 60605 Telephone: 312-786-5600 Website: www.cboe.com

http://www.cboe.com
  Breakfast & Breaks Sponsor(s)
Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the bank is continuously growing in North America, Asia and key emerging markets. With Euro 1,991 billion in assets and 80,253 employees in 75 countries, Deutsche Bank offers unparalleled financial services throughout the world. The bank competes to be the leading global provider of financial solutions for demanding clients creating exceptional value for its shareholders and people. Global Markets’ equity business, Global Markets Equity, is a market leading provider of equity and equity-linked products to institutional, corporate and retail clients globally. The award-winning platform offers scalability and flexibility in its design, providing a global network of execution services and financial engineering expertise.

http://www.db.com
  Media Partner(s)


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