Keynote Presentation
Bob Rodriguez, First Pacific Advisors, LLC

Investing 501: Trading Costs: What You Don’t See Can Hurt Your Returns
Roger Edelen, University of California, Davis

Join professor Roger Edelen for an entertaining discussion of what trading costs are and what you can do about them.
Breakout Session, 3A, 3B

Stock Selection Amid a Global Recession
Carl Kawaja, Capital Research Company
Sarah Ketterer, Causeway Capital Management
Amit Wadhwaney, Third Avenue Funds

Three of the very best foreign-stock fund managers will share their ideas on investing in a treacherous market.
Breakout Session 3A, 3B

Big Yields and Big Opportunities
Mary Ellen Stanek, Baird
Tad Rivelle, Metropolitan West Asset Management
Kathleen Gaffney, Loomis, Sayles and Company

Suddenly, bonds are exciting, but not in a good way. This wide-ranging discussion will cover the Troubled Asset Relief Program, the bond universe, and much more.
Breakout Session 3A, 3B

Wide Moats Work
Pat Dorsey, Morningstar
Paul Larson, Morningstar
Josh Peters, Morningstar

Pat Dorsey and Morningstar strategists share recent research on the performance of high-quality stocks, along with some of Morningstar's best ideas.
Breakout Session 3A, 3B

Is the Small-Cap Rally Over?
John Rogers, Jr., Ariel Investments, LLC
Chuck Royce, The Royce Funds
Jeff Cardon, Wasatch Funds

Great small-cap funds have reopened. Is now the time to get in or will small caps sit out the next rally? We’ve gathered three of the best small-cap managers to figure that out.
Closing General Session