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Saturday, November 21, 2009
 
 
EVENTS
The Economics of the Mutual Fund Industry
Date: Wednesday, March 15, 2006
Time: 2:00 PM — 4:00 PM
Location: Wohlstetter Conference Center, Twelfth Floor, AEI 1150 Seventeenth Street, N.W., Washington, D.C. 20036
 
 
About This Event

Online registration for this event is now closed. Walk-in registrations will be accepted.

Recently, two large players in the mutual fund business, Citigroup and Merrill Lynch, sold off control of their fund businesses to smaller, more specialized organizations. In addition, many smaller investment advisory organizations have been leaving the field, although there has been little change in the overall concentration of the industry. What economic or regulatory forces are driving the acquisitions, dispositions, entries, and exits that characterize the mutual fund industry today? This and other questions will be the subject of this conference.

This is the sixth event in a continuing series on mutual fund regulation entitled “Is There a Better Way to Regulate Mutual Funds?”

 
Agenda
1:45 p.m.
Registration
 
 
 
2:00
Introduction:
Peter J. Wallison, AEI
2:15
Panel:
Robert G. Dorsey, Ultimus Fund Solutions, LLC
 
 
Robert C. Pozen, Massachusetts Financial Services
 
 
Michael Sharp, Citigroup
 
 
Paul Stevens, Investment Company Institute
 
Moderators:
Robert E. Litan, Brookings Institution
 
 
Peter J. Wallison, AEI
 
 
 
4:00
Adjournment
 
 
 
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