2012 Client Conference Agenda

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1 8:00 A.M. Registration & Continental Breakfast 8:45 A.M. FIA Welcome & State of the Firm Mark Wetzel President, Fiduciary Investment Advisors Mike Goss Executive Vice President, Fiduciary Investment Advisors 9:00 A.M. Keynote Speaker Anne Casscells Managing Director, Co-President and Chief Investment Officer, Aetos Capital Former Chief Investment Officer, Stanford Management Company, Stanford University Endowment 10:00 A.M. Featured Speaker Policy Developments Affecting the Financial Sector: Election-Year Legislation and Regulation James M. Delaplane, Jr. Principal, Government Relations, Vanguard 10:45 A.M. Fifteen Minute Break Refreshments 11:00 A.M. Featured Speaker Frozen in the Headlines: How to best understand your employees and investment committees behavior about saving and investing. Whether you oversee an endowment, retirement plan or any investment pool, learn how human behavior affects investment decisions. Larry Sinsimer Senior Vice President, Fidelity Investments 12:00 P.M. Lunch Break

2 1:00 P.M. Breakout Discussions Breakout Group #1: Global Equity Roundtable Mark E. Donovan, CFA Co-Chief Executive Officer, Lead Portfolio Manager Large Cap Value, Robeco Investment Management Sloane W. Payne Portfolio Manager, WCM Investment Management Lisa Thompson Senior Vice President, Portfolio Manager, Capital Guardian Trust Company Alysia Wurst Director Equity Investments, EARNEST Partners Mike Goss Executive Vice President, Fiduciary Investment Advisors Breakout Group #2: Defined Contribution Roundtable Defined Contribution Plans Post Fee Disclosure What do sponsors and participants do now that they know what their fees are? How do we get participants retirement ready? Bruce Barth Partner, Robinson & Cole LLP Dan Basile Director, BlackRock Steve Smalley Director, Client Experience, Charles Schwab Ryan Gardner, AIF Partner, Fiduciary Investment Advisors Breakout Group #3: Lowering Your Plan s Investment Return Assumption Becky Sielman Principal and Consulting Actuary, Milliman Chris Kachmar, CFA Partner, Fiduciary Investment Advisors

3 2:00 P.M. Breakout Discussions Breakout Group #1: Global Fixed Income Roundtable Warren A. Keyser Senior Vice President, Portfolio Manager, Franklin Templeton Fixed Income, Franklin Templeton Institutional, LCC Mark Lindbloom Portfolio Manager, Western Asset Management Company David B. Vick, CFA Senior Vice President, U.S. Fixed Income, TCW Metropolitan West Asset Management Matthew Kaminski Research Associate, Fiduciary Investment Advisors Breakout Group #2: Defined Benefit Plan Liability Driven Investing and Termination Strategies Roundtable Ed Ingalls Principal, Senior PM, and Head of the Credit Team, Income Research + Management Kevin O Brien, CFA Consultant, Fiduciary Investment Advisors Neil Ronco Senior Portfolio Manager, Brentwood Asset Advisors, Inc. Becky Sielman Principal and Consulting Actuary, Milliman Christopher Rowlins, AIF Consultant, Fiduciary Investment Advisors Breakout Group #3: 403(b) Roundtable Hear what current trends and pitfalls are in the market place from a recordkeeper, auditor, attorney and consultant. Richard I. Cohen Partner, Shipman & Goodwin, LLP Ryan Gardner, AIF Partner, Fiduciary Investment Advisors Janet M. Nahorney, CPA Partner and Director, BlumShapiro Scott Senseney Vice President, Client Strategy and Consulting, Fidelity Investments Vincent Smith, AIF Consultant, Fiduciary Investment Advisors 3:00 P.M. Fifteen Minute Break Refreshments

4 3:15 P.M. Breakout Discussions Breakout Group #1: Global Allocation Roundtable Nanette Abuhoff Vice President and Asset Allocation Strategist, Wellington Management Company, LLP Stephen J. Cucchiaro Chief Investment Officer, Windhaven Investment Management John Thorndike Deputy Chief Investment Officer, The Investment Fund for Foundations (TIFF) Michael Chase Consultant, Fiduciary Investment Advisors Breakout Group #2: Income Strategies for 401(k), 401(a), 457(b) and 403(b) Plans Roundtable Learn more about the next generation of income products that will reshape the way we think about retirement plans. Bradford P. Campbell Counsel, Drinker Biddle & Reath LLP Da Rel Eastling VP Sales & Strategy for Retirement Risk, Prudential Mark N. Fortier, CFA Head, Product & Partner Strategy, AllianceBernstein Defined Contribution Investments Tyler Polk Consultant, Fiduciary Investment Advisors Breakout Group #3: Higher Education Q and A Roundtable Free Form Question and Answer Session for Higher Education and Independent School 403(b) Sponsors Your chance to ask questions of senior executives from TIAA-CREF, Fidelity, Diversified Investment Advisors and ING about this constantly evolving market. Kay Carey-Reid Vice President, Premier Relationship Management, ING Daniel Carr Assistant Vice President & National Practice Leader for Higher Education, Diversified John Hays Managing Director and Head, Higher Education Practice, TIAA-CREF Scott Senseney Vice President, Client Strategy and Consulting, Fidelity Investments Jeff Capone Consultant, Fiduciary Investment Advisors

5 4:15 P.M. Breakout Discussions Breakout Group #1: Commonfund Report on Annual Endowment Study See how endowments across the country are allocating, performing and trending. Bill Jarvis Managing Director, Commonfund Institute Karen Paulson, CIMA, PRP Partner, Fiduciary Investment Advisors Breakout Group #2: Preparing for a Retirement Plan Audit Hear from experts on preparing for an annual plan audit, a DOL audit, and an IRS audit. George Kasper Partner, Pullman & Comley, LLC Mathew S. Krukoski, CPA Audit Partner, J.H. Cohn LLP Jason D. Newman, CPA Audit Partner, J.H. Cohn LLP Kevin O Brien, CFA Consultant, Fiduciary Investment Advisors 5:00 P.M. Closing Remarks Followed by Cocktails, Hors D oeuvres & Prizes 6:00 P.M. Depart

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