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U.S. Securities and Exchange Commission

Commission Announces Speakers, Panelists, and Agenda for June 12 Interactive Data Roundtable

Xerox Chairman and CEO to Deliver Keynote Address


Washington, D.C., June 7, 2006 - The Securities and Exchange Commission announced today the keynote speaker, panelists, and final agenda for its upcoming public forum on ways that interactive data can improve disclosure for ordinary investors. The Interactive Data Roundtable will take place on June 12, 2006, from 9:30 a.m. to 3:00 p.m. at the Commission's headquarters in Washington, D.C.

The afternoon session of the roundtable will begin at 1:00 p.m. with a keynote address by Anne M. Mulcahy, Chairman and Chief Executive Officer of Xerox Corporation. The session will cover what investors and analysts are looking for in the new world of interactive data; how to accelerate the use of new software that permits the dissemination of interactive financial data; and what the SEC can do to help companies take maximum advantage of the potential of interactive data to improve disclosure.

The morning session of the roundtable will focus on improving the quality of mutual fund disclosures and will discuss what types of information are most useful to mutual fund investors and how the Commission can leverage the power of interactive data and other technology to provide mutual fund investors with better information.

The panelists for the morning session will include:

  • Tim Buckley (Vanguard)
  • William Dwyer (Linsco/Private Ledger Corporation)
  • Paul G. Haaga, Jr. (Capital Research and Management Company)
  • Henry H. Hopkins (T. Rowe Price Group, Inc.)
  • Dr. William D. Lutz (Rutgers University)
  • Don Phillips (Morningstar, Inc.)
  • Barbara Roper (Consumer Federation of America)
  • Paul Schott Stevens (Investment Company Institute)
  • Elisse B. Walter (NASD)

The panelists for the afternoon session will include:

  • Mark Augustine (Augustine Consulting)
  • Cathy Baron Tamraz (Business Wire)
  • Thomas M. Franks (TIAA-CREF)
  • Charles Gregson (PR Newswire Association LLC)
  • Dr. William L. Guttman (TL Ventures)
  • Trevor Harris (Morgan Stanley)
  • Gregory J. Jonas (Moody's Investors Service)
  • Dr. John Markese (American Association of Individual Investors)
  • Lawrence J. Salva (Comcast Corporation)
  • John Stantial (United Technologies Corporation)
  • R. Christopher Whalen (Institutional Risk Analytics)
  • Dr. Clinton E. White, Jr. (University of Delaware)
  • The roundtable will be held in the Auditorium at the Commission's headquarters at 100 F Street, N.E., Washington, D.C., and will be open to the public with seating on a first-come, first-served basis. Doors will open at 8:00 a.m. Visitors will be subject to security checks. Materials related to the roundtable, including the day's agenda, are accessible at http://www.sec.gov/spotlight/xbrl.htm. Real time and archived audio and video webcasts will be accessible at http://www.sec.gov.

    The Commission welcomes feedback on any aspect of the use of interactive data. The information that is submitted will become part of the public record of the roundtable. Submissions to the Commission may be provided by any of the following methods:

    Electronic submissions:

  • Use the Commission's Internet submission form at www.sec.gov/news/press.shtml; or
  • Send an e-mail to rule-comments@sec.gov. Please include File Number 4-515 on the subject line.
  • Paper submissions:

  • Send paper submissions in triplicate to Nancy M. Morris, Secretary, Securities and Exchange Commission, 100 F Street, N.E., Washington, D.C. 20549-1090.
  • All submissions should refer to File Number 4-515. This file number should be included on the subject line if e-mail is used. To help process and review your submissions more efficiently, please use only one method. The Commission will post all submissions on the Commission's Internet Web site at http://www.sec.gov/news/press/4-515.shtml.

    Please note that all submissions received will be posted without change; the SEC does not edit personal identifying information from submissions. You should submit only information that you wish to make available publicly.

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    Modified: 07/13/2006