Date |
Location |
Speaker |
June 28, 2007 |
Hampton Roads, VA
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
May 17, 2007 |
Alexandria, VA
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
April 26, 2007 |
Knoxville, TN
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
March 22, 2007 |
Fort Lauderdale, FL
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
August 22-23, 2006 |
New York, New York
(Blacks in Government National Training Conference) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
June 1, 2006 |
Milwaukee, WI
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
March 9, 2006 |
Sacramento, CA
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
February 2, 2006 |
Chattanooga, TN
(Investing for Success Workshop) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
November 10, 2005 |
Kansas City, MO
(Investing for Success Workshop) |
Merele May
Vice President - Business Management
American Century Investments |
September 21-24, 2005 |
Washington, DC
(Congressional Black Caucus) |
Exhibit |
August 4, 2005 |
Orlando, FL
(Blacks in Government National Training Conference) |
Charlotte Stallings
Vice President - Investment Strategies
American Express |
August, 3, 2005 |
Orlando, FL
(Blacks in Government National Training Conference) |
Del Stafford
Senior Portfolio Manager
The Vanguard Group |
August 2, 2005 |
Orlando, FL
(Blacks in Government
National Training Conference) |
Del Stafford
Senior Portfolio Manager
The Vanguard Group |
August 1-5, 2005 |
Orlando, FL
(Blacks in Government
National Training Conference) |
Exhibit |
July 27-30, 2005 |
Washington, DC
(National Urban League Annual Conference) |
Exhibit |
June 9, 2005 |
Hartford, CT
(Investing for Success Workshop) |
Michelle Shell
Director - Asset Management
Fidelity Investments |
April 28, 2005 |
Dayton, OH
(Investing for Success Workshop) |
Darryl T. Taylor
Senior Investment Analyst
The Vanguard Group |
April 21, 2005 |
Pittsburgh, PA
(Investing for Success Workshop) |
Del Stafford
Senior Portfolio Manager
The Vanguard Group |
March 31, 2005 |
Tucson, AZ
(Investing for Success Workshop) |
Kelly Johnson
Vice President
Pacific Investment Management Company LLC |
Feb. 28, 2005 |
Baton Rouge, LA
(Investing for Success Workshop) |
William E. Reynolds
Principal and Regional Manager
The Vanguard Group |
Feb. 17, 2005 |
Jacksonville, FL
(Investing for Success Workshop) |
Charlotte Stallings
Vice President - Investment Strategies
American Express |
Sept. 8-11, 2004 |
Washington, DC
(Congressional Black Caucus Foundation 2004 Annual Legislative Conference) |
Exhibit |
Aug. 16-20, 2004 |
Washington, DC
(Blacks in Government
National Training
Conference) |
Exhibit |
Aug. 9-13, 2004 |
Washington, DC
(Neighborhood Reinvestment Corporation) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
Aug. 4-7, 2004 |
Washington, DC
(Unity 2004 Journalists of Color) |
Exhibit |
July 21-25, 2004 |
Detroit, MI
(National Urban League Conference) |
Exhibit |
June 24, 2004 |
St. Louis, MO
(Investing for Success Workshop) |
Gary Folk
Financial Planner
Vanguard |
April 29, 2004 |
Alexandria, VA
(Investing for Success Workshop) |
Eugene Profit
President
Profit Funds |
Feb. 23-24, 2004 |
Atlanta, GA
(Neighborhood Reinvestment Corporation ) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
Feb. 19, 2004 |
San Diego, CA
(Investing for Success Workshop) |
Kelly Johnson
Vice President
Pacific Investment Management Company LLC |
Oct. 30, 2003 |
Minneapolis, MN
(Investing for Success Workshop) |
Charlotte A. Stallings
Vice President, Investment Strategies
American Express Funds |
Sept. 24-27, 2003 |
Washington, DC
(Congressional Black Caucus Foundation 2003 Annual Legislative Conference) |
Exhibit |
Sept. 22-23, 2003 |
Washington, DC
(Congressional Hispanic Caucus Institute 2003 Issues Conference) |
Exhibit |
Aug. 28, 2003 |
Denver, CO
(Blacks in Government
National Training
Conference) |
William Reynolds
Principal
Vanguard |
Aug. 27, 2003 |
Denver, CO
(Blacks in Government
National Training
Conference) |
Eugene Profit
President
Profit Funds |
Aug. 26, 2003 |
Denver, CO
(Blacks in Government
National Training
Conference) |
Mellody Hobson
President
Ariel Mutual Funds |
July 31, 2003 |
Atlanta, GA
(A. Philip Randolph Institute 34th Annual National Education Conference) |
Denise Murray
Director - Investor Education Programs
Investment Company Institute |
July 26-30, 2003 |
Pittsburgh, PA
(National Urban League 2003 Annual Conference) |
Exhibit |
June 28, 2003 |
New York, NY
(National Association
of Hispanic Journalists
Conference) |
Felix R. Serrano
Certified Financial Manager
Merrill Lynch & Co. |
June 12, 2003 |
Louisville, KY
(Investing for Success Workshop) |
Duane Davis
Founder, COBI-IEF and
Senior Vice President
Wachovia Securities |
April 23, 2003 |
New Orleans, LA
(Investing for Success Workshop) |
John Lawson
Vice President, Direct Services
American Century Investments, Inc. |
March 5, 2003 |
Fort Lauderdale, FL
(Investing for Success Workshop) |
Barry Forbes
Vice President & Director of Corporate
Treasury & Assistant Treasurer
Franklin Templeton Investments |
Nov. 21, 2002 |
Fort Wayne, IN
(Investing for Success Workshop) |
Donald R. Curry
Managed Assets Consultant
Nuveen Investments |
Sept. 15-17, 2002 |
Washington, DC
(Congressional Hispanic Caucus Institute 2002 Issues Conference) |
Exhibit |
Sept. 11-14, 2002 |
Washington, DC
(Congressional Black Caucus Foundation 2002 Annual Legislative Conference) |
Exhibit |
Sept. 7, 2002 |
Boston, MA
(Money Means Conference) |
Karen Wallace
Senior Vice President &
Director of Marketing
MFS Investment Management |
Aug. 29, 2002 |
Atlanta, GA
(Blacks in Government National Training
Conference) |
Oscar Malcolm
Research Analyst
Fidelity Investments |
Aug. 28, 2002 |
Atlanta, GA
(Blacks in Government National Training
Conference) |
Eric Randolph
Education Specialist
Charles Schwab & Co., Inc. |
Aug. 27, 2002 |
Atlanta, GA
(Blacks in Government National Training
Conference) |
Eugene Profit
President
Profit Funds |
July 27-31, 2002 |
Los Angeles, CA
(National Urban League 2002 Annual Conference) |
Exhibit |
June 20, 2002 |
Chicago, IL
(Investing for Success Workshop) |
Mellody Hobson
President
Ariel Mutual Funds |
May 18, 2002 |
New York, NY
(ASEC "RetireMint" Conference) |
Duane Davis
Founder, COBI-IEF and
Senior Vice President
Wachovia Securities |
April 18, 2002 |
Milwaukee, WI
(Investing for Success Workshop) |
Ulice Payne
Foley & Lardner
(cosponsored by North Track Funds) |
April 4, 2002 |
Phoenix, AZ
(Investing for Success Workshop) |
Eric Randolph
Education Specialist
Charles Schwab & Co., Inc. |
March 20-22, 2002 |
Myrtle Beach, SC
(USDA Financial Security in Later Life Conference) |
Exhibit |
Feb. 21, 2002 |
Birmingham, AL
(Investing for Success Workshop) |
Duane Davis
Founder, COBI-IEF and
Vice President
First Union Brokerage |
Jan. 31, 2002 |
Chattanooga, TN
(Investing for Success Workshop) |
Marquette Chester
Marketing Director
INVESCO |
Nov. 29, 2001 |
Miami, FL
(Investing for Success Workshop) |
Craig Smith
Senior Portfolio Manager
AIM Capital Management |
Oct. 13, 2001 |
Columbia, SC
(Investing for Success Workshop) |
Duane Davis
Founder, COBI-IEF and
Vice President
First Union Brokerage |
Sept. 26-29, 2001 |
Washington, DC
(Congressional Black Caucus Foundation 2001 Annual Legislative Conference) |
Exhibit |
Aug. 30, 2001 |
Atlanta, GA
(Investing for Success Workshop) |
Marquette Chester
Marketing Director
INVESCO |
July 28-Aug. 1, 2001 |
Washington, DC
(National Urban League 2001 Annual Conference) |
Exhibit |
June 13, 2001 |
Chicago, IL
(Investing for Success Workshop) |
Mellody Hobson
President
Ariel Mutual Funds |
May 31, 2001 |
Baltimore, MD
(Investing for Success Workshop) |
Stephon Jackson
Portfolio Manager
Brown Capital Management |
May 24, 2001 |
Washington, DC
(Investing for Success Workshop) |
Eugene Profit
President
Profit Funds |
March 25, 2001 |
Boston, MA
(Money Means Conference) |
Karen Wallace
Senior Vice President
MFS Investment Management |
March 15, 2001 |
Seattle, WA
(Investing for Success Workshop) |
Mary Pugh
President
Pugh Capital Management |
Jan. 25, 2001 |
New York, NY
(Investing for Success Workshop) |
Obie McKenzie
Managing Director
Merrill Lynch |
Nov. 29, 2000 |
Boston, MA
(Investing for Success Workshop) |
Pamela Everhart
Asst. General Counsel
Fidelity Investments |
Nov. 2, 2000 |
Houston, TX
(Investing for Success Workshop) |
Craig Smith
Senior Portfolio Manager
AIM Capital Management |
Oct. 23, 2000 |
Los Angeles, CA
(Investing for Success Workshop) |
Alan Wilson
Vice President
Capital International Research |
Sept. 26, 2000 |
Philadelphia, PA
(Investing for Success Workshop) |
William Reynolds
Principal
Vanguard |
