ABA Trust keynote speakers.

SUNDAY, FEBRUARY 29, 2004

4:15 - 5:15 PM General Session

Window on the Future: Emerging Imperatives for Trust and Wealth Managers

Michael Kostoff, Executive Director for Financial Services, The Corporate Executive Board

The last three years have created challenges for you, and your clients.... but good news, the sun is rising Hear results of the latest research, offering predictions on the direction of the trust and wealth management industry, enabling you to be better prepared to meet your clients' financial objectives

MONDAY, MARCH 1, 2004

10:00 - 11:00 AM General Session

The Achilles Heel of Money Management: Why Good Funds Don't Always Lead to Good Portfolios

Don Phillips, Managing Director, Morningstar

By better integrating security research, portfolio construction and market monitoring, you can control risk and create better outcomes for your clients. During this informative session, review the latest tools for analyzing portfolios that fuse technical and fundamental analysis.

TUESDAY, MARCH 2, 2004

8:45 - 9:45 AM General Session

The New Wealth Management Advisor: Shifting Trends from Investment Product Strategy to Comprehensive Wealth Management Advice

George W. Walper, Jr., President, Spectrem Group

Increasing investor sophistication, access to information and active involvement have combined to increase affluent client expectations of their financial advisors and institutions. Providers must go beyond investment management to incorporate wealth preservation and transfer strategies--but few organizations have yet to achieve this objective. This session presents a new Wealth Management advice model and outlines steps firms can take to move toward this comprehensive planning-based offering to adapt to the affluent client's wealth life cycle.

TUESDAY, MARCH 2, 2004

3:00 - 4:00 PM General Session

Building Customer Loyalty

Roger Dow, Senior Vice President, Marriott International

Sharing insights based on his thirty years experience at Marriott, along with practices from the best and brightest organizations, Mr. Dow will put you on the road to turned-on, customer-focused success. You will be inspired to build customer loyalty into the culture of your organization.