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Agenda for Interactive Data Roundtable, June 12, 2006

Session One: Improving the Quality of Mutual Fund Disclosure

9:30 a.m. Opening Remarks
Chairman Christopher Cox
      U.S. Securities and Exchange Commission (SEC)
 
9:45 a.m. Panel OneWhat Types of Information are Most Useful to Mutual Fund Investors?
 
Moderators
Andrew J. Donohue, Director, Division of Investment Management, SEC
Susan Ferris Wyderko, Director, Office of Investor Education and Assistance, SEC
 
Participants
  1. William Dwyer, Managing Director, National Sales, Linsco/Private Ledger Corp.
  2. Henry H. Hopkins, Vice President and Chief Legal Counsel, T. Rowe Price Group, Inc.
  3. Don Phillips, Managing Director, Morningstar, Inc.
  4. Barbara Roper, Director of Investor Protection, Consumer Federation of America
  5. Elisse B. Walter, Senior Executive Vice President, NASD
10:55 a.m. Panel Two How Can the Commission Leverage the Power of the Internet to Provide Mutual Fund Investors with Better Information?
 
Moderators
Andrew J. Donohue, Director, Division of Investment Management, SEC
Susan Nash, Associate Director, Division of Investment Management, SEC
 
Participants
  1. Tim Buckley, Chief Information Officer, Vanguard
  2. Paul G. Haaga, Jr., Executive Vice President, Capital Research and Management Company
  3. Dr. William D. Lutz, Professor of English, Rutgers University
  4. Paul Schott Stevens, President and Chief Executive Officer, Investment Company Institute
Noon Lunch Break
 

Session Two: Getting Analysts and Investors Significantly Better Information

1:00 p.m. Opening Remarks
Chairman Christopher Cox, SEC
 
1:05 p.m. Opening Address
Anne M. Mulcahy
Chairman and Chief Executive Officer, Xerox Corporation
 
1:25 p.m. Opening Presentations – Opportunities for Data Analysis in the New World of Interactive Data
 
Moderator
Corey Booth, Chief Information Officer, SEC
 
Participants
  1. Trevor Harris, Vice Chairman of Client Services, Morgan Stanley
  2. Dr. John Markese, President and Chief Executive Officer, American Association of Individual Investors
  3. Lawrence J. Salva, Senior Vice President, Chief Accounting Officer and Controller, Comcast Corporation
  4. R. Christopher Whalen, Managing Director, Institutional Risk Analytics
1:55 p.m. Panel Discussion — Exchange and Analysis of Information via Interactive Data
 
Moderators
Scott Taub, Acting Chief Accountant, SEC
James M. Daly, Associate Director, Division of Corporation Finance, SEC
 
Participants
  1. Mark Augustine, Augustine Consulting
  2. Cathy Baron Tamraz, President and Chief Executive Officer, Business Wire
  3. Thomas M. Franks, Director of Global Research, TIAA-CREF
  4. Charles Gregson, Chief Executive Officer, PR Newswire Association LLC
  5. Dr. William L. Guttman, Venture Partner, TL Ventures
  6. Trevor Harris, Vice Chairman of Client Services, Morgan Stanley
  7. Gregory J. Jonas, Managing Director, Moody’s Investors Service
  8. Dr. John Markese, President and Chief Executive Officer, American Association of Individual Investors
  9. Lawrence J. Salva, Senior Vice President, Chief Accounting Officer and Controller, Comcast Corporation
  10. John Stantial, Director of Financial Reporting, United Technologies Corporation
  11. R. Christopher Whalen, Managing Director, Institutional Risk Analytics
  12. Dr. Clinton E. White, Jr., Professor of Accounting & MIS, University of Delaware
2:55 p.m. Closing Remarks
Chairman Christopher Cox, SEC
 

 

http://www.sec.gov/spotlight/xbrl/xbrlroundagenda.htm


Modified: 06/07/2006