4 - 5

FPA of Central Florida

18th Annual Symposium 2008

Orlando, FL

8

NAIBD

NAIBD Annual Meeting

Anaheim, CA

14

NSCP

West Coast Membership Meeting

San Francisco, CA

14 - 15

FRA

3rd Annual Investment Managers' Summit On Mastering RFPs and Consultant Databases

Cambridge, MA

14 - 15

FRA

Funds 101 & 102

New York, NY

14 - 15

FRA

Microfinance

New York, NY

14 - 15

PLI

Seventh Annual Institute on Securities Regulation in Europe: A Contrast
in EU & US Perspectives

London, UK

14 - 15

FRA

The Investment Management Compliance Symposium

New York, NY

15

NICSA

East Coast Regional Meeting

Boston, MA

16 - 17

SRI

5th Annual Private Equity
Saved Forum

Zurich, Switzerland

18

SIFMA

AMF/GFMI Training Class: Global Securities Processing

New York, NY

21 - 24

IIR

GAIM USA 2008

Boca Raton, FL

23

SourceMedia

1st Annual Insurance Industry Web Services & SOA Summit: A Reality Check for Driving Business Value

New York, NY

23 - 25

FRA

2008 NY Sub-Advised & Multi-Managed Funds Summit

New York, NY

23 - 25

FRA

Green Power

Houston, TX

23 - 25

IMN

Winter Forum on Real Estate Opportunity & Private Fund Investing

Laguna Beach, CA

25 - 31

ABA

ABA National Compliance School

Miami, FL

27 - 30

SRI

2008 Alternative Investment Roundup

Scottsdale, AZ

27 - 30

ABA

ABA Insurance Risk Management Annual Conference & Meetings for
the Financial Services Industry

Indian Wells, CA

28 - 2/1

LOMA

LOMA Winter Technology Conference

Tampa, FL

28 - 29

FRA

7th Annual Managed Accounts Tech
& Operations Summit

Miami, FL

28 - 29

FRA

Hedge Fund Replication Forum

New York, NY

28 - 29

FRA

Investing in Energy Master Limited Partnerships

New York, NY

28 - 30

FSI

OneVoice: FSI's 2008

Orlando, FL

28 - 30

IIR

Private Placements Industry Forum

Boca Raton, FL

29 - 30

FRA

7th Annual Industry Summit on PIPEs

New York, NY

30 - 31

FRA

Hedge Fund Incubation & Seeding Conference

New York, NY

1

SIFMA

Dark Pools Symposium

New York, NY

4 - 5

IMCA

2008 New York Consultants Conference

New York, NY

6 - 9

TD Ameritrade

TD Ameritrade National Conference

Orlando, FL

11

NSCP

Southern Membership Meeting

Atlanta, GA

11 - 13

MFDA

Managed Funds Network 2006

Key Biscayne, FL

11 - 12

FRA

Marketing & Client Servicing for
Hedge Funds

New York, NY

11 - 13

IIR

4th Annual Conference on Managing Retirement Income

Miami, FL

12 - 14

SIFMA

e-Trading Conference

London, UK

13

West Legalworks

26th Annual Institute on Federal Securities

Miami, FL

13 - 14

SRI

15th Annual FAA Registry Summit: Cape Town Convention, Aircraft Financing, Cross Border Deals

Fort Lauderdale, FL

14

West Legalworks

20th Annual ERISA Litigation Conference

Orlando, FL

14

FINRA

Small Firm Conference Series

Los Angeles, CA

15

SIFMA

AMF/GFMI Training Class: Global Lifecycle of a Trade

New York, NY

17 - 20

NICSA

NICSA's 26th Anniversary Annual Conference & Expo

Miami, FL

17 - 30

ABA

National Conference for Community Bankers

Orlando, FL

19 - 20

NAAIM

NAAIM Marketing CRAM Session

Las Vegas, NV

20

CFA Institute

Alternative Investments

Stamford, CT

20 - 23

NTSAA

NTSAA 2008 National Conference

San Antonio, TX

21 - 22

FRA

2008 6th Annual Best Execution Symposium

New York, NY

21 - 23

NAPFA

2008 Advanced Planners Experience

Scottsdale, AZ

23 - 27

ABA

Seminar for Presidents

Palm Springs, CA

24 - 27

NAVA

2008 Marketing Conference

La Quinta, CA

24 - 27

ABA

Real Estate Lending Conference and Marketplace

Palm Springs, CA

25

FRA

Financial Services Mergers & Acquisitions Deals Forum

New York, NY

25 - 26

FRA

Defined Contribution Investment Only Forum

Boston, MA

25 - 26

FRA

Hedge Fund Operational Risk Management Summit

New York, NY

25 - 26

IIR

Managed Accounts Summit 2008

Orlando, FL

25 - 26

IMCA

Specialty Conference: The Mathematics of Investing

Las Vegas, NV

25 - 27

IIR

Alternative Investing Through Insurance & Annuities

Miami, FL

27 - 29

LIMRA

Distribution Conference

San Antonio, TX

28

West Legalworks

SEC Inspections Workshop for Investment Advisers & Investment Companies

New York, NY

28 - 29

IMN

11th Annual World Cup of Investment Management

Paris, France

28 - 29

FRA

4th Annual Target Date/Lifecycle Funds Summit

New York, NY

28 - 29

IMN

7th Annual European Exchange Traded Funds Summit

Paris, France

28 - 29

SIFMA

Savings & Retirement Symposium

Washington, DC

1 - 4

BISA

Annual Convention

Hollywood, FL

2

IMN

7th Annual Investment Management Awards Dinner

Huntington Beach, CA

3

NSCP

Canada Membership Meeting

Toronto, Canada

5

West Legalworks

Investment Adviser Regulation

Philadelphia, PA

3 - 5

IMN

2nd Annual National Public-Private Partnership Symposium

Huntington Beach, CA

3 - 5

FPA

FPA Business Solutions 2008

Chicago, IL

3 - 5

LOMA

LOMA Customer Service Conference

Orlando, FL

3 - 5

IMN

Public Funds Summit

Huntington Beach, CA

3 - 5

IMN

The Quest for Alpha

Huntington Beach, CA

5

SIFMA

Anti-Money Laundering Compliance Conference

New York, NY

5

FINRA

Small Firm Conference Series

New York, NY

5 - 7

LOMA

Insurance Immersion Program

Atlanta, GA

6

FINRA

Fixed Income Conference

New York, NY

9 - 11

SourceMedia

13th Annual Best Practices in Retail Financial Services Symposium

Vedra Beach, FL

10 - 11

ABA

ABA Managed Account Forum

San Diego, CA

10 - 12

ABA

Government Relations Summit & Mutual Community Bank Conference

Washington, DC

11

NAIBD

Spring Tech & Compliance Symposium

Los Angeles, CA

12 - 14

ABA

ABA Wealth Management and Trust Conference

San Diego, CA

12 - 14

IMN

High Performance Investing Summit

Monte-Carlo, Monaco

13 - 14

SIFMA

Regional Capital Markets Conference

Miami, FL

16 - 19

ICI

Mutual Funds and Investment Management Conference

Phoenix, AZ

17 - 18

FRA

Compliance & Operational Best Practices for Hard-to-value Securities & Portfolios

New York, NY

17 - 18

IMN

Latin American Real Estate Opportunity & Private Fund Investing Forum

Miami, FL

17 - 19

CFA Institute

First Annual Advances in Asset Allocation Seminar

London, UK

17 - 19

CFA Institute

Hedge Funds

Tokyo, Japan

18 - 19

IMN

Distressed Residential Real Estate

Miami, FL

18 - 19

SIFMA

Insurance and Risk Linked Conference

New York, NY

18 - 19

WAI

Wealth Advisor Summit

Newport Beach, CA

26 - 27

IMN

U.S. World Series of ETFs - East

Miami, FL

27 - 28

FRA

4th Annual Marketing & Advertising Compliance Forum

New York, NY

31

FRA

Manager Search and Selection
Forum

New York, NY

31 - 4/2

FRA

Investors' and Issuers' Summit on Alternative Capital Raising Strategies

New York, NY

1 - 2

ICI

Investment Company Directors Workshop

Washington, DC

2 - 3

Forrester

Forrester's Security Forum 2008

Amsterdam, Netherlands

3 - 5

ABA

ABA Intermediate Compliance

Atlanta, GA

4 - 10

ABA

ABA National Compliance School

Atlanta, GA

5 - 10

ABA

ABA Graduate School of Compliance Risk Management

6 - 9

ABA

ABA Bank Operations & Technology Conference

Baltimore, MD

7

NSCP

Boston Membership Meeting

Boston, MA

7 - 9

LOMA

The Life Insurance Conference

Las Vegas, NV

8 - 9

Forrester

Forrester's Marketing Forum 2008

Los Angeles, CA

8 - 9

CFA Institute

Wealth Management 2008

Atlanta, GA

9 - 11

LOMA

The Retirement Industry Conference

Las Vegas, NV

10 - 11

FRA

2nd Annual Energy Efficiency Finance Forum

Washington, DC

14 - 16

ABA

Fundamentals of Asset & Liability Management

Stamford, CT

16 - 17

FRA

5th Annual College Savings Plan Summit

Boston, MA

16 - 18

ABA

ABA Operational Risk Management Forum

Newport Beach, CA

17 - 18

ICI

Mutual Fund Compliance Programs Conference

Washington, DC

23

NICSA

Alternative Investments Conference

New York, NY

28

NSCP

Midwest Membership Meeting

Chicago, IL

29 - 30

FRA

Private Equity A-Z

New York, NY

30 - 5/1

LOMA

LOMA Contact Center Workshop

Minneapolis, MN

30 - 5/2

IMN

Exchange Traded Funds North

Albany, NY

TBD

LOMA

LOMA/Deloitte Life Insurance Accounting Courses

New York, NY

1 - 3

LOMA

LOLIC Annual Meeting

Coral Gables, FL

3 - 9

ABA

ABA School of Bank Marketing and Management

Dallas, TX

4 - 7

LOMA

LOMA Financial Inforum

Bonita Springs, FL

4 - 7

SIFMA

Operations Conference & Exhibit

Phoenix, AZ

4 - 8

NAAIM

NAAIM Annual Conference

Irvine, CA

5 - 9

CFA Institute

5th International Wealth and Tax Planning Seminar

Lucerne, Switzerland

7 - 9

ICI

General Membership Meeting

Washington, DC

11 - 14

CFA Institute

2008 CFA Institute Annual Conference

Vancouver, Canada

12 - 15

NRS

Annual Spring Compliance Conference

Miami Beach, FL

13

LIMRA

Sales Compensation Seminar

Simsbury, CT

13 - 14

IMN

Asian Real Estate Funds

Hong Kong

13 - 15

LOMA

ACORD LOMA Insurance Systems Forum

Las Vegas, NV

13 - 16

NAPFA

NAPFA National Conference

Long Beach, CA

14 - 15

NICSA

Midwest Regional Meeting

Denver, CO

18 - 20

IMCA

2008 Spring Professional Development Conference

New Orleans, LA

19 - 20

BISA

Sales Management Workshop

Philadelphia, PA

19 - 21

FRA

3rd Annual Renewable Energy
Finance & Investment Summit

Scottsdale, AZ

20

NICSA

East Coast Regional Meeting

Philadelphia, PA

21

TD Ameritrade

TD Ameritrade Spring Regional Conference

Newport Beach, CA

21 - 22

FRA

Private Equity Financial Management Summit

New York, NY

21 - 23

FINRA

Spring Securities Conference

Hollywood, FL

22

FRA

2008 Principal Protected Investment Products Conference

New York, NY

27 - 28

IMN

US Real Estate Opportunity & Private Fund Investing Forum

New York, NY

27 - 29

NICSA

IFIA/NICSA Annual Global Funds Conference

Kildare, Ireland

27 - 29

NICSA

IFIA/NICSA Annual Global Funds Conference

Kildare, Ireland

28 - 30

LIMRA

2008 Marketing & Research Conference

Baltimore, MD

28 - 30

TowerGroup

2008 TowerGroup Annual Financial Services Business & Technology Conference and Exhibition

Boston, MA

29

ICI

Complex Securities Workshop

New York, NY

31 - 6/2

FPA

FPA Retreat 2008

Ft. Lauderdale, FL

TBD

BISA

Legislative, Regulatory & Compliance Symposium

Washington, DC

1 - 3

NAVA

2008 Operations and Technology Conference

Philadelphia, PA

1 - 4

NICSA

19th Annual Conference on the Globalization of Investment Funds

Southampton, Bermuda

2

NSCP

New York Membership Meeting

New York, NY

3 - 6

LOMA

LOMA The Caribbean Conference

Curacao

5 - 6

IMN

7th Annual Canada Cup of
Investment Management

Toronto, Canada

8 - 11

ABA

ABA Regulatory Compliance Conference

Chicago, IL

9 - 13

CFA Institute

Seventh Annual Global Investors Workshop

Fontainebleau, France

12

LOMA

LOMA Canada Annual Meeting

Toronto, Canada

12 - 13

CFA Institute

Next Generation Asset Management

Washington, D.C

12 - 20

ABA

National Graduate School of Banking

Philadelphia, PA

14 - 20

ABA

ABA Stonier Graduate School of Banking

Philadelphia, PA

16 - 19

CFA Institute

The Oxford Private Equity Program

Oxford, UK

19

FINRA

Small Firm Conference Series

Dallas, TX

22 - 24

ABA

ABA CFO Exchange

Kansas City, MO

22 - 24

LOMA

LOMA Strategic Issues Conference

Seoul, Korea

22 - 26

MDRT

2008 MDRT Annual Meeting

Toronto, Canada

23

NICSA

General Membership Meeting

Wellesley, MA

23 - 24

Forrester

Forrester's Financial Services Forum For Marketing And Strategy Professionals

New York, NY

23 - 25

ABA

ABA Forum for Fiduciaries

Chicago, IL

25

SIFMA

Technology Management
Conference & Exhibit

New York, NY

25 - 27

Morningstar

2008 Morningstar Investment Conference

Chicago, IL

29 - 7/2

NAVA

2008 Compliance and Regulatory Affairs Conference

Washington, DC

7 - 11

CFA Institute

40th Annual Investment Management Workshop

Cambridge, MA

20 - 25

CFA Institute

Financial Analysts Seminar

St. Charles, IL

21 - 22

IMCA

2008 Advanced CIMA® Workshop:
The Best of Wharton

Philadelphia, PA

11 - 13

LIMRA

Advanced Sales Forum

Chicago, IL

16 - 23

IARFC

IARFC 2008 Mediterranean

Caribbean

TBD

LOMA

LOMA/Deloitte Life Insurance Accounting Courses

Northbrook, IL

3 - 5

LIMRA

Group Benefits Leadership

Chicago, IL

3 - 6

NAPFA

NAPFA West Conference

Denver, CO

6 - 9

BISA

Community & Regional Banking Forum

St Louis, MO

7 - 9

LIMRA

European Annual Meeting

Brussels, Belgium

8 - 11

LIMRA

Financial Strategies

Wellesley, MA

14 - 16

ABA

ABA Marketing Conference

Denver, CO

14 - 17

ICI

Tax & Accounting Conference

Chicago, IL

15

TD Ameritrade

TD Ameritrade Fall Regional Conference

Chicago, IL

18

NICSA

East Coast Regional Meeting

Boston, MA

21 - 23

LOMA

LOMA Annual Conference &
Conferment

San Diego, CA

23

FINRA

Small Firm Conference Series

Chicago, IL

23 - 24

NICSA

17th Annual Investment Funds
Forum

Luxembourg, Germany

23 - 26

Schwab

Schwab Conference

Atlanta, GA

25 - 27

IMCA

2008 Fall Professional
Development Conference

Denver, CO

2 - 3

SIFMA

Sales and Marketing

London, UK

4 - 7

FPA

FPA Annual Convention

Boston, MA

5 - 7

NAVA

2008 Annual Meeting

Philadelphia, PA

7

ICI

Closed-End Fund Workshop

New York, NY

12 - 15

ICI

Operations and Technology Conference and Service
Provider Expo

Huntington Beach, CA

15 - 17

SIFMA

Small Firms Conference & Exhibit

TBD

17 - 19

NSCP

NSCP National Meeting

Philadelphia, PA

19 - 21

ABA

ABA/ABA Money Laundering Enforcement Conference

Washington, DC

20 - 21

BISA

Sales Management Workshop

Chicago, IL

22 - 24

SourceMedia

6th Annual Financial Services Marketing Symposium

Orlando, FL

22 - 24

FINRA

Fall Securities Conference

Carlsbad, CA

22 - 24

NAPFA

NAPFA Cutting Edge Conference for Decision Makers & Techies

Las Vegas, NV

26 - 28

LIMRA

LIMRA Annual Meeting

Hollywood, FL

26 - 29

NICSA

NICSA Technology Summit 2007

Las Vegas, NV

27 - 28

IMCA

2008 Advanced Wealth
Management Conference

Costa Mesa, CA

28

SIFMA

SIFMA Annual Meeting

TBD

31 - 11/2

Society of FSP

2008 Financial Service Forum

Las Vegas, NV

4 - 6

LOMA

Compliance & Market Conduct Exchange

New Orleans, LA

9 - 12

ABA

A Annual Convention

San Francisco, CA

10 - 13

NAPFA

NAPFA Northeast/Mid-Atlantic Conference

Hershey, PA

7 - 9

IMCA

2008 Practice Management Conference

Vail, CO

8 - 9

BISA

Sales Management Workshop

California