Bridgebay Financial, Inc. - Corporate Treasury Executives' Networking Seminar

Corporate Treasury Executives Seminar 2004
Wednesday, June 9, 2004

11:30 AM - 5:30 PM
5:30 PM - 7:00 PM
Luncheon included
Networking Reception and Wine Raffle

11:30 AM - 12:45 PM Luncheon

12:50 PM - 1:30 PM The Mutual Fund Scandal - Why Do We Care? - Download Handouts
Mary Ellen-Mullen, Senior Consultant, Bridgebay Consulting

1:30 - 2:10 PM Structuring Portfolios to Cover the Cost of Debt - Download Handouts
Edward R. Bedrosian, President, Merganser Capital Management LP
Douglas A. Kelly, Senior Vice President, Merganser Capital Management LP

2:15 PM - 3:15 PM Portfolio Management in Light of Sarbanes-Oxley - Download Handouts
Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc.
Barbara Williams, CFA, Senior Consultant, Bridgebay Financial, Inc.

3:15 PM - 4:00 PM Securities and Issues for Taxable Portfolios - Download Handouts
Edward R. Bedrosian, President, Merganser Capital Management LP
Douglas A. Kelly, Senior Vice President, Merganser Capital Management LP

4:05 PM - 4:45 PM Investing in Turbulent Times - Download Handouts
Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc.

4:45 PM - 5:30 PM Credit and Structure – Opportunities & Dangers of Searching for Yield - Download Handouts
Barbara J. McKenna, CFA, Managing Director, State Street Research & Management Co.

5:30 PM - 7:00 PM Networking Reception and Wine Raffle

Santa Clara Marriott
2700 Mission College Boulevard
Santa Clara, CA 95054-1218
408-988-1500
www.santaclaramarriott.com

*Corporate Treasury Executives Seminar 2004* Wednesday, June 9, 2004
11:30 AM - 5:30 PM 5:30 PM - 7:00 PM	Luncheon included Networking Reception and Wine Raffle
11:30 AM - 12:45 PM	Luncheon
12:50 PM - 1:30 PM	The Mutual Fund Scandal - Why Do We Care? - Download Handouts Mary Ellen-Mullen, Senior Consultant, Bridgebay Consulting
1:30 - 2:10 PM	Structuring Portfolios to Cover the Cost of Debt - Download Handouts Edward R. Bedrosian, President, Merganser Capital Management LP Douglas A. Kelly, Senior Vice President, Merganser Capital Management LP
2:15 PM - 3:15 PM	Portfolio Management in Light of Sarbanes-Oxley - Download Handouts Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc. Barbara Williams, CFA, Senior Consultant, Bridgebay Financial, Inc.
3:15 PM - 4:00 PM	Securities and Issues for Taxable Portfolios - Download Handouts Edward R. Bedrosian, President, Merganser Capital Management LP Douglas A. Kelly, Senior Vice President, Merganser Capital Management LP
4:05 PM - 4:45 PM	Investing in Turbulent Times - Download Handouts Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc.
4:45 PM - 5:30 PM	Credit and Structure – Opportunities & Dangers of Searching for Yield - Download Handouts Barbara J. McKenna, CFA, Managing Director, State Street Research & Management Co.
5:30 PM - 7:00 PM	Networking Reception and Wine Raffle
Santa Clara Marriott 2700 Mission College Boulevard Santa Clara, CA 95054-1218 408-988-1500 www.santaclaramarriott.com