Monthly Call Materials

This page contains materials on past and upcoming PMI Monthly Calls. To view the related materials click on the name of the featured speaker.  See the Archive link for 2009 and earlier call details.

The regular call in number is 913-227-1219 Passcode: 709922 (unless noted under the call date and time)

These calls are not recorded or replayed to encourage complete candor from our speakers.

Email questions for upcoming speakers in advance to Richard DiMarzo at richard.j.dimarzo@mssb.com

Review the 2007-2009 Monthly Call Archives

Month

Featured Speaker

Call Details

August 2010 Frederick Sheehan, former Director of Asset Allocation Services
at John Hancock Financial Services
Bio | Outline & Article Links
August 16th, 2010
4:15 PM (Eastern)
July 2010 Sam Stovall, Chief Investment Strategist S & P
Sam's Bio  | Slides
July 19, 2010
4:15 PM (Eastern)
June 2010 Adam Boyton of Deutsche Bank
  Adam's Bio | Slides
June 21, 2010
4:15 pm (Eastern)
May 2010

Justin Fox, Editorial Director of the Harvard Business Review Group
--Author of "The Risk of the Rational Market"
Bio  Recent Blog Entry on the Endowment Model

May 17, 2010
4:15 PM (Eastern)
April
2010
No Call - PMI Annual Forum
Atlanta, GA
April 21-23, 2010
February
2010

Mario J. Gabelli, Chairman & CEO of Gamco Investors, Inc.
(A PMI 2010 Forum Speaker)

Mario's Bio | Kraft Sheet | Cadbury Sheet
**Number: 800-214-0745 | Passcode: 234996**

TUESDAY
February 16, 2010
4:15 pm (Eastern)
January
2010
Duncan MacPherson, Co-Founder and Co-CEO
Pareto Systems and Pareto Platform
Duncan's Bio
January 25, 2010
4:15 PM (Eastern)

All of these presentations are to be considered INTERNAL USE ONLY for the exclusive use of PMI members and invited Morgan Stanley Smith Barney employees.

FOR FINANCIAL PROFESSIONAL USE ONLY

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