LOS ANGELES TIMES 3RD ANNUAL INVESTMENT STRATEGIES CONFERENCE SCHEDULE

L.A. Times Archives

May 11, 1999 12 AM PT

SATURDAY, MAY 22

7:30 a.m.

Exhibit Hall opens, on-site registration begins

8:45 to 10:15 a.m.

General Session/Keynote Speaker: Andy Grove, co-founder and chairman, Intel Corp.

Hall A

10:45 a.m. to noon

Panel 1A: Maximizing 401(k) and IRA Plans

Moderator: Paul J. Lim, Los Angeles Times

Panelists: Meloni Hallock, Ernst & Young; Mike Scarborough, Scarborough Group; Laura Tarbox, Tarbox Equity Room 511 ABC

Panel 1B: Guru Panel on Markets and the Economy

Moderator: Sue Herera, CNBC

Panelists: William Miller, Legg Mason Funds; Robert Rodriguez, FPA Funds; Bernie Schaeffer, Schaeffer’s Investment Research; Ralph Wanger, Acorn Funds Petree Hall

Panel 1C: IPO Investing

Moderator: Debora Vrana, Los Angeles Times

Panelists: Gail Bronson, IPO Monitor; Walter Cruttenden III, E-Offering; David Menlow, IPO Financial Network Concourse Hall

Panel 1D: Investing Issues for Small Businesses and Entrepreneurs

Moderator: Vicki Torres, Los Angeles Times

Panelists: Louis Barajas, Barajas & Associates

Steven Buchsbaum, Financial West Group

Richard Moran, FNIC Room 503

Panel 1E: Evaluating Your Mutual Fund Portfolio

Moderator: Russ Wiles, Arizona Republic

Presenter: Kevin McDevitt, Morningstar Room 502 AB

Panel 1F: Indexing: The S&P; 500 and Beyond

Moderator: Peter Di Teresa, Morningstar

Panelists: David Booth, DFA Funds; Don Phillips, Morningstar; Gus Sauter, Vanguard Group Room 515 AB

Panel 1G (in Spanish): Inversiones 101 (Investing 101)

Moderator: to be named

Panelists: Jesse Amarillas, Salomon Smith Barney; Alina Gomez Forster, Merrill Lynch

Room 505

1 to 2 p.m.

General Session/Keynote Speakers:

Maria Bartiromo and Sue Herera, CNBC financial anchors Hall A 2:15 to 3:30 p.m.

First Afternoon Session

Panel 2A: The Motley Fool

Introducer: Bill Sing, Los Angeles Times

Presenter: Tom Gardner, the Motley Fool Concourse Hall

Panel 2B: Picking Mutual Funds: Fundamentals, Part I

Moderator: Paul J. Lim, Los Angeles Times

Presenter: Steve Chung, Morningstar Room 502 AB

Panel 2C: Trading Stocks: Technical Analysis and Other Tools

Moderator: Walter Hamilton, Los Angeles Times

Panelists: Laurence Connors, TradeHard.com; Stan Harley, Harley Market Letter; John Lauer, Charles Schwab Corp. Room 515 AB

Panel 2D: Your Parents’ Finances: Questions to Ask, Answers to Get (at Any Age)

Moderator: Liz Pulliam, Los Angeles Times

Panelists: Victoria Collins, Keller Collins Hakopian & Leisure; Joan Gruber, Joan Gruber Advisors; Charles Rettig, Hochman Salkin Rettig Toscher & Percz Room 503

Panel 2E: Strategies for Income-Oriented Investors

Moderator: Daniel Gaines, Los Angeles Times

Panelists: Marilyn Cohen, Envision Capital; Mario De Rose, Edward Jones & Co.; Tad Rivelle, Metropolitan West Asset Management Room 511 ABC

Panel 2F: Growth Stocks for the New Decade

Moderator: Maria Bartiromo, CNBC

Panelists: Ron Ognar, Strong Growth Fund; John Schroer, Invesco Health Sciences Fund; Garrett Van Wagoner, Van Wagoner Funds Petree Hall

Panel 2G (in Spanish): Planificacion Financiera 101 (Financial Planning 101)

Panelists: Jose Fernandez, Merrill Lynch

Francisco Pantoja, FJP Portfolio Management Room 505

3:45 to 5 p.m.

Second Afternoon Session

Panel 3A: A Talk With Vanguard’s John Bogle

Moderator: Don Phillips, Morningstar

Presenter: John Bogle Sr., Vanguard Group Concourse Hall

Panel 3B: Picking Mutual Funds: Fundamentals, Part II

Moderator: Paul J. Lim, Los Angeles Times

Presenter: Kevin McDevitt, Morningstar Room 502 AB

Panel 3C: Picking Technology Stocks

Moderator: Haywood Kelly, Morningstar

Panelists: Dennis McKechnie, Pimco Innovation Fund; Michael Murphy, California Technology Stock Letter; Andrea Williams, Volpe Brown Whelan Room 515 AB

Panel 3D: Retirement Finances--for Those Already There

Moderator: Daniel Gaines, Los Angeles Times

Panelists: John T. Blankinship Jr., Blankinship & Foster; Pamela P. Brannen, Bank of America; Tim Kochis, Kochis Fitz Tracy & Gorman Room 511 ABC

Panel 3E: International Investing: What Now?

Moderator: Tricia Rothschild, Morningstar

Panelists: Mark Denning, American Funds; Michael Levy, BT International Funds; Paul Matthews, Matthews International Funds Room 503

Panel 3F: Investing Off the Beaten Track

Moderator: Tom Costello, CNBC

Panelists: Richard Kayne, Kayne Anderson Investment Management; Steve Romick, UAM-FPA Crescent Fund; Martin Whitman, Third Avenue Funds Petree Hall

Panel 3G (in Spanish): Como Elegir Fondos Mutuos (How to Select Mutual Funds)

Panelist: Javier Jimenez, Wedbush Morgan Room 505

6:30 p.m.

Exhibit Hall closes

SUNDAY, MAY 23

8 a.m.

Exhibit Hall opens, on-site registration begins

8:45 to 10 a.m.

General Session/Keynote Speaker:

Arthur Levitt, chairman, Securities and Exchange Commission Hall A

10:15 to 11:30 a.m.

Panel 4A: The Motley Fool

Introducer: Daniel Gaines, Los Angeles Times

Presenter: Tom Gardner, the Motley Fool Concourse Hall

Panel 4B: Picking Blue-Chip Stocks

Moderator: Sue Herera, CNBC

Panelists: Robert Bissell, Wells Capital Management; Roger Engemann, Phoenix-Engemann Funds; Judith Jones, Key Asset Management; Fritz Reynolds, Reynolds Blue Chip Growth Fund Petree Hall

Panel 4C: Financing a Child’s Education

Moderator: Kathy M. Kristof, Los Angeles Times

Panelists: Linda Barlow, certified financial planner; Gail D. Reid, American Express Financial Advisors; Catherine Thomas, USC Room 503

Panel 4D: Trading Stocks: Technical Analysis and Other Tools

Moderator: Walter Hamilton, Los Angeles Times

Panelists: John Bollinger, Capital Growth Letter; Michael Green, Landmark Securities; Timothy Krochuk, Fidelity TechnoQuant Fund Room 515 AB

Panel 4E: Evaluating Your Mutual Fund Portfolio

Moderator: Russ Wiles, Arizona Republic

Presenter: Peter Di Teresa, Morningstar Room 511 ABC

Panel 4F: Tax Planning: How to Lessen the Bite

Moderator: Liz Pulliam, Los Angeles Times

Panelists: Joel Framson, Glowacki Framson Financial; Phil Holthouse, certified public accountant; Nancy Langdon Jones, certified financial planner Room 502 AB

Panel 4G (in Spanish): Inversiones Para Negocios Pequenos y Empresarios (Investing Issues for Small Businesses and Entrepreneurs)

Moderator: Pedro Pulgar, La Opinion

Panelists: Louis Barajas, CFP; Alan Gutierrez, Aetna Investment Services Room 505

12:30 to 1:30 p.m.

General Session/Los Angeles Times Super-Panel

Walter Hamilton, Kathy M. Kristof, Paul J. Lim, Tom Petruno and Liz Pulliam, Times Business writers Hall A

1:45 to 3 p.m.:

First Afternoon Session

Panel 5A: Options Strategies: Using Puts and Calls

Moderator: Walter Hamilton, Los Angeles Times

Panelists: Jim Bittman, Chicago Board Options Exchange; Bernie Schaeffer, Schaeffer’s Investment Research; Brad Zigler, Pacific Exchange Concourse Hall

Panel 5B: Women’s Investment Issues

Moderator: Kathy M. Kristof, Los Angeles Times

Panelists: Judith Martindale, certified financial planner; Maureen Tsu, Professional Financial Advisors; Lauren Raab Weissman, Salomon Smith Barney Room 515 AB

Panel 5C: Retirement Plan Issues for Public Employees

Moderator: Daniel Gaines, Los Angeles Times

Panelists: Luke Collins, KPMG Investment Consulting Group; Brent Kessel, certified financial planner; Steve Schullo, teacher, L.A. Unified School District Room 511 ABC

Panel 5D: Investing for Twentysomethings

Moderator: Tricia Rothschild, Morningstar

Panelists: Beth Kobliner, author, “Get a Financial Life”; Paul J. Lim, Los Angeles TimesRoom 503

Panel 5E: California Muni Bonds

Moderator: Steve Chung, Morningstar

Panelists: Zane Mann, California Municipal Bond Advisor; Dianne Sales, John Hancock Funds; Joel Silva, American Century Funds

Steve Zimmermann, Standard & Poor’s Room 502 AB

Panel 5F: Picking Technology Stocks

Moderator: Maria Bartiromo, CNBC

Panelists: Alan Harris, Munder NetNet Fund

Kevin Landis, FirstHand Funds; Andrea Williams, Volpe Brown WhelanPetree Hall

Panel 5G (in Spanish): Invirtiendo en America Latina (Investing in Latin America)

Moderator: Jose Luis Sierra, La Opinion

Panelists: Raul Hinojosa-Ojeda, UCLA; Shannon Callen, Trust Co. of the West; Maria Pineda, Dubraka Investments Room 505

3:15 to 4:30 p.m.:

Second Afternoon Session

Panel 6A: Growth Stocks for the New Decade

Moderator: Haywood Kelly, Morningstar

Panelists: Jim Callinan, Robertson Stephens Emerging Growth Fund; Kim Goodwin, American Century Growth Fund; Jeffrey Van Harte, Transamerica Premier Equity Fund Concourse Hall

Panel 6B: Online Investing: Making the Most of the Net

Moderator: Tom Costello, CNBC

Panelists: Bill Burnham, CS First Boston; Tony Cook, Quicken.com; Walter Hamilton, Los Angeles Times Petree Hall

Panel 6C: Retirement Finances--for Those Already There

Moderator: Daniel Gaines, Los Angeles Times

Panelists: Eric Bruck, Bruck & Caine; Pamela Gray, O’Melveny & Myers; Duke Johnson, La Jolla Institute for Wealth Management Room 515 AB

Panel 6D: Evaluating an Investment Advisor

Moderator: Thomas S. Mulligan, Los Angeles Times

Panelists: Peter Di Teresa, Morningstar; Robert Klapper, Charles Schwab Corp.; Rosalind Tyson, Securities and Exchange Commission Room 502 AB

Panel 6E: International Investing: What Now?

Moderator: Tricia Rothschild, Morningstar

Panelists: Nick Bratt, Scudder Funds