Global Sourcing of Financial Services and Healthcare. 11th Annual International Smart Sourcing Conference

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1 Global Sourcing of Financial Services and Healthcare 11th Annual International Smart Sourcing Conference June 20 th, 2013 last day for receipt of papers. August 8th and 9th, 2013

2 About CGO The mission of the Center for Global Outsourcing is to advance knowledge of the benefits of global outsourcing to businesses, and to help businesses understand how to realize the improvements in productivity that global outsourcing offers. While most outsourcing is still domestic, countries such as India, Ireland, Israel, Russia, China & Philippines have become top international outsourcing destinations. However, the lines of communication between the vendors in these countries and the CIOs/COOs of the client companies are few and far between. This is further exacerbated by geographical differences, temporal differences, cultural diversity, language barriers, and differing laws/regulations. We believe that there exists an unfilled need to improve the direct lines of communication between client and vendor companies in the software outsourcing/business process outsourcing business. Towards this end, our charter calls for holding annual knowledge dissemination conferences to facilitate direct communication between client company managers, vendor company managers, government/embassy officials, industry leaders and academicians, thus reducing the information gap that exists between them. The end result will be to to both client and vendor companies, as well as an improved understanding of outsourcing for all parties involved. Center for Global Outsourcing was co-founded in 2001 by Dr. Shailendra Palvia and his brother Mr. Pankaj Palvia. Since 2004, Dr. Shailendra Palvia is the President and CEO of CGO.

3 Conference The Harrah's Casino Resort has the honor to host and present the 11th Annual International Smart Sourcing Conference in Atlantic City, NJ, USA, one of the most important Outsourcing conferences around the world. Previous seven conferences have been held in different cities of USA, except the 2008 and 2011 conferences, which were held in India at the University of Hyderabad and at IIT Delhi, respectively and the 2012 conference, which were held in Daejeon, Korea at the SolBridge International School of Business. The conference offers a unique opportunity for professional, academic and entrepreneurs to establish relationships with researchers and directors from global Information Technology companies and universities. M.B.A. Gustavo Pares Track Chairperson for Mexico and Latin America This conference has been organized by the Center for Global Outsourcing since The mission of CGO is facilitate the emergence of a harmonious global village with maximum economic equity where products, work, and money can flow across national borders without any irrational restrictions. In the past, the delegates have hailed from Australia, Austria, Brazil, China, Finland, Germany, India, Italy, Netherlands, Russia, Singapore, South Africa, South Korea, Taiwan, U.K., U.S.A

4 Tracks The theme of the 11 th conference will be: GLOBAL SOURCING OF FINANCIAL SERVICES AND HEALTHCARE and will have the following tracks. Global Sourcing of Services for SME Vendors and SME Clients Dr. Subbu Murthy President and CEO (OR HIS CIO), USourceIT Global Sourcing of Financial Services Dr. (Sing) Chia-Hsing Huang Associate Professor, SolBridge International School of Business Mobility in Healthcare Ms. Madhuruchi Lamba CEO and Founder President Website: Ph in India: Ph in US: The Indian Subcontinent Dr. Saji K Mathew Department of Management Studies Indian Institute of Technology Madras Chennai, TN , INDIA saji@iitm.ac.in Mexico and Latin America Mtro. Gustavo R. Parés Arce CEO, Financetech Delivery México gustavo.pares@itesm.mx, gustavo.pares@gmail.com Other Dr. Prasad Padmanabhan Professor of Finance, Myra Stafford Pryor Chair of Free Enterprise and Sam Walton Fellow ppadmanabhan1@stmarytx.edu

5 Keynote Speakers The 11 th conference will have the following keynote and plenary session speakers. Mr. Sanjeev Gulati Business Head Americas at Polaris Financial Technology Ltd Andrew J. Rosman Dean and Professor in the College of Management at LIU Post Anita Dhir President & the CEO of Medhira Enterprises Ingmar Frey Consultant in the Business Process Management (BPM) Gustavo Pares Chief Executive Officer, Financetech Mexico Delivery

6 Sponsorship Sponsorship at any level has several privileges and benefits. Please sign on early to start taking advantages immediately. Platinum Only one available Organization can make a keynote presentation for 30 minutes. Inclusion of sponsor's website link on Center's website Two free exhibit spaces at the conference. Before May 31 th, 2013 $ 10,000 USD After May 31 th, 2013 $ 11,000 USD Up to 5 people can attend the 2009 conference without any additional cost. These 5 people MUST fill out the delegate registration form. A large banner with your name in visible letters behind the main podium at the conference for two days. 10 minute product presentation prior to one of the keynote speeches. Inclusion of sponsor name in conference publicity material. Before May 31 Gold Two available, 2013 $ 5,000 USD After May 31 th, 2013 Organization can make a keynote presentation for 20 minutes. $ 6,000 USD Inclusion of sponsor's website link on Center's website. One free exhibit space at the conference. Up to 3 people can attend the 2009 conference without any additional cost. These 3 people MUST fill out the delegate registration form. A banner with your name in visible letters behind the main podium at the conference for two days. 10 minute product presentation prior to one of the keynote speeches. Inclusion of sponsor name in conference publicity material. Silver Four available Before May 31 th, 2013 $ 2,500 USD After May 31 th, 2013 Organization can make a keynote presentation for 15 minutes. $ 3,000 USD Inclusion of sponsor's website link on Center's website. One free exhibit space at the conference. Up to 2 people can attend the 2009 conference without any additional cost. These 2 people MUST fill out the delegate registration form. A banner with your name in visible letters behind the main podium at the conference for two days. 5 minute product presentation prior to one of the keynote speeches. Inclusion of sponsor name in conference publicity material. If you would like to become a sponsor please contact visit the web page for more details or contact Gustavo Pares at gpares@financetech.mx or call +(5255)

7 Sponsors

8 Conference CONFERENCE ORGANIZING COMMITTEE: World Conference Chairperson: Dr. Shailendra Palvia, Professor of MIS and Founding Editor of the Journal of IT Case and Application Research (JITCAR), Long Island University, Brookville, NY. Track Chairperson for Mexico and Latin America: M.B.A. Gustavo Pares, Chief Executive Officer, Financetech Mexico Delivery, Av. Paseo de la Reforma 2620, Lomas Altas, Mexico City. Academic Program Chairperson: Dr. Prasad Padmanabhan, Professor of Finance, Myra Stafford Pryor Chair of Free Enterprise and Sam Walton Fellow, Bill Greehey School of Business, St. Mary s University, San Antonio, TX. ANNOUNCED SPONSORS : 1. Polaris Financial Technology. Chennai, Tamil Nadu. 2. Financetech Mexico Delivery. Mexico City, Mexico. 3. Global IT Management Association (GITMA). Greensboro, North Carolina. 4. Ivy League Publishing, Marietta, Georgia. 5. Tax & Accounting Advisors (TTA), Marietta, Georgia LOCAL ORGANIZATION COMMITTEE: Shailendra Palvia, Dr. President and CEO Global Outsourcing NJ, U.S.A. spalvia@liu.edu Tel: +1 (732) Gustavo Pares, M.B.A. Chief Executive Officer Financetech Mexico Delivery Mexico City, Mexico gpares@financetech.mx Tel: Ms. Anita Dhir, PMP President & CEO, Medhira Enterprises NYU Project Management Certificate Adjunct Professor adhir@medhira.com CENTER FOR GLOBAL OUTSOURCING: Visit 26 Berkley Blvd, Iselin, NJ 08830, U.S.A. Phone: +1 (732) spalvia@liu.edu

Foreign Taxes Paid and Foreign Source Income INTECH Global Income Managed Volatility Fund

Foreign Taxes Paid and Foreign Source Income INTECH Global Income Managed Volatility Fund Income INTECH Global Income Managed Volatility Fund Australia 0.0066 0.0375 Austria 0.0045 0.0014 Belgium 0.0461 0.0138 Bermuda 0.0000 0.0059 Canada 0.0919 0.0275 Cayman Islands 0.0000 0.0044 China 0.0000