11th Annual 2008 Wall Street Economic Summit “New Congress, New America, New Opportunities: Expanding The Economic Agenda” January 6 – 9, 2008
SHERATON NEW YORK HOTEL & TOWERS 811 SEVENTH AVENUE AT 53RD STREET, NEW YORK, NY 10019 *Sunday, January 6, 2008- - - - - - - - - - - - - - - - - - - - View Theme of the Day *Monday, January 7, 2008- - - - - - - - - - - - - - - - - - - -View Theme of the Day *Tuesday, January 8, 2008- - - - - - - - - - - - - - - - - - -View Theme of the Day *Small Business Institute - - - - - - - - - - - - - - - - - - - -View Theme of the Day *Wednesday, January 9, 2008- - - - - - - - - - - - - - - -View Theme of the Day
All scheduled events are subject to change................ *Invited
SUNDAY, JANUARY 6, 2008
Day Theme: POLITICAL ECONOMIC SUMMIT
11:30AM – 12:00PM PRESS CONFERENCE Focus: Mortgages, the Election and Pensions.
12:00PM – 2:00PM SESSION I POLITICAL ROUNDTABLE I: THE NEW URBAN AGENDA
There are at least 20 Democrats and Republicans actively running for President in 2008, with a couple more in the wings — yet urban policy has not been a focus during debates. This session will address such critical issues such as tax credit restoration, green lining redlined America, predatory lending, foreclosures and bankruptcy, eminent domain and real estate development, universal health coverage, and soaring education costs.
Proposed Co-Chairs: Proposed Moderator: Rev. Jesse L. Jackson, Sr., Founder and President, Rainbow PUSH Coalition Proposed Panelists: Marie Wilson, President and Founder, The White House Project- Invited John Edwards, Presidential Candidate, D-SC - Invited Barack Obama, Presidential Candidate, D-IL- Invited Hillary Clinton, Presidential Candidate, D-NY- Invited Dennis Kucinich, Presidential Candidate, D-OH - Invited Rudy Giuliani, Presidential Candidate, R-NY- Invited Senator John McCain, Presidential Candidate, R-AZ- Invited Mitt Romney, Presidential Candidate, R-MI- Invited Proposed Invitees: Marc H. Morial, President & CEO, National Urban League- Invited Congressman Jesse Jackson, Jr., D-DC- Invited Congressman Charles Rangel, D-NY- Invited Congressman John Conyers, D-MI- Invited Governor Jon S. Corzine, D-NJ- Invited Mayor Cory Booker, Newark, New Jersey- Invited Mayor Kwame Kilpatrick, Detroit, MI- Invited Mayor C. Ray Nagin, New Orleans, LA- Invited Mayor Mark Mallory, Cincinnati, OH- Invited Mayor Willie F. Herenton, Memphis, TN- Invited Mayor Frank G. Jackson, Cleveland, OH- Invited Mayor Byron W. Brown, Buffalo, NY- Invited 1:00 PM – 5:00 PM CONFERENCE REGISTRATION
2:00PM – 4:00PM SESSION II POLITICAL ROUNDTABLE II: SUBPRIME MORTGAGES AND THE CREDIT CRUNCH
The sub prime mortgage crisis has the potential to rival just about anything in recent financial history from the savings-and-loan crisis of the late 1980s to the post-Enron turndown at the beginning of this decade. Political leaders, industry practitioners, and community leaders come together develop practical solutions to the melt down in the financial markets which has far reach to mainstream America.
Proposed Co-Chairs: Proposed Moderator: Rev. Jesse L. Jackson, Sr., Founder and President, Rainbow PUSH Coalition Proposed Panelists: Citi Representative Bank of America Representative Washington Mutual Representative Freddie Mac Representative Fannie Mae Representative Proposed Invitees: John Edwards, Presidential Candidate, D-SC - Invited Senator Barack Obama, Presidential Candidate, D-IL- Invited Senator Hillary Clinton, Presidential Candidate, D-NY- Invited Dennis Kucinich, Presidential Candidate, D-OH - Invited Rudy Giuliani, Presidential Candidate, R-NY- Invited Senator John McCain, Presidential Candidate, R-AZ- Invited Mitt Romney, Presidential Candidate, R-MI- Invited Marc H. Morial, President & CEO, National Urban League- Invited Congressman Jesse Jackson, Jr., D-DC- Invited Congressman Charles Rangel, D-NY- Invited Congressman John Conyers, D-MI- Invited Governor Jon S. Corzine, D-NJ- Invited Mayor Cory Booker, Newark, New Jersey- Invited Mayor Kwame Kilpatrick, Detroit, MI- Invited Mayor C. Ray Nagin, New Orleans, LA- Invited Mayor Mark Mallory, Cincinnati, OH- Invited Mayor Willie F. Herenton, Memphis, TN- Invited Mayor Frank G. Jackson, Cleveland, OH- Invited Mayor Byron W. Brown, Buffalo, NY- Invited 4:00 PM – 6:00 PM SESSION III CIVIL RIGHTS PLANNING SESSION: A CALL FOR REFORMATIONS
With jobs and capital flowing out, guns and drugs flowing in, dropout rates going up, hope dropping, we have a crisis situation in America that is particularly affecting young and black males. This session will address issues that beg the following questions: Where is the prison reform agenda? Who is brave enough to take on the prison-industrial complex, which spends more per inmate than is spent per public school student? Who will challenge our failed, wasteful and unfair drug policies, which have led to so many young African-Americans in jail? Who will restore the right to vote of felons, to help them become full citizens again, and register our high school seniors as they graduate?
Proposed Co-Chairs: Proposed Moderator: Rev. Jesse L. Jackson, Sr., Founder and President, Rainbow PUSH Coalition Proposed Panelists: Judge Gregg Mathis Dr. Charles L. Ogletree, Jr. Harvard Law School, Jesse Climenko Professor of Law Dr. Alvin Toussaint Proposed Invitees: John Edwards, Presidential Candidate, D-SC - Invited Senator Barack Obama, Presidential Candidate, D-IL- Invited Senator Hillary Clinton, Presidential Candidate, D-NY- Invited Dennis Kucinich, Presidential Candidate, D-OH - Invited Rudy Giuliani, Presidential Candidate, R-NY- Invited Senator John McCain, Presidential Candidate, R-AZ- Invited Mitt Romney, Presidential Candidate, R-MI- Invited Marc H. Morial, President & CEO, National Urban League- Invited Congressman Jesse Jackson, Jr., D-DC- Invited Congressman Charles Rangel, D-NY- Invited Congressman John Conyers, D-MI- Invited Governor Jon S. Corzine, D-NJ- Invited Mayor Cory Booker, Newark, New Jersey- Invited Mayor Kwame Kilpatrick, Detroit, MI- Invited Mayor C. Ray Nagin, New Orleans, LA- Invited Mayor Mark Mallory, Cincinnati, OH- Invited Mayor Willie F. Herenton, Memphis, TN- Invited Mayor Frank G. Jackson, Cleveland, OH- Invited Mayor Byron W. Brown, Buffalo, NY- Invited Governor Jon S. Corzine, D-NJ- Invited Mayor Mark Mallory, Cincinnati, OH- Invited Mayor Willie F. Herenton, Memphis, TN- Invited Mayor Frank G. Jackson, Cleveland, OH- Invited Mayor Byron W. Brown, Buffalo, NY- Invited John Taylor, NCRC- Invited
7:00 PM – 9:00 PM OPENING RECEPTION
MONDAY, JANUARY 7, 2008
Day Theme: ACCESS TO CAPITAL, INDUSTRY AND TECHNOLOGY
7:00 AM – 7:00 PM CONFERENCE REGISTRATION
7:30 AM –9:30AM ACCESS TO CAPITAL BREAKFAST
Are we closer to achieving the participation initiatives that challenge corporate America to include minority asset management and servicing firms in the 1.7 trillion dollar institutional pension fund market? Continuing the discussion toward removing barriers and changing policy to institutionalize minority and women owned investment management and brokerage firms.
Proposed Moderator: John W. Rogers, Jr. Chairman, CEO & CIO, Ariel Capital Management, LLC Proposed Panelists: James Reynolds, Jr., Co-Founder, Chairman, and CEO, Loop Capital Markets, LLC. Christopher Williams, Chairman and Chief Executive Officer, Williams Capital Thurman White, CEO, Progress Investment Management Company, LLC Maceo K. Sloan President, Chairman, and CEO, Sloan Financial Group, NASP Representative
Proposed Invitees: Proposed Honorees:
9:30AM – 10:00AM PRESS CONFERENCE
Focus: Lack of minority asset/ investment managers participating in corporate/public pension funds and the lack of deal flow in the IPO, Mergers and Acquisition markets, and media and telecommunication ownership.
Morning Sessions
10:30AM – 12:00PM SESSION I LEGAL SESSION
Proposed Moderator: Proposed Panelists:
10:30AM – 12:00PM SESSION II SECURING PENSION FUND BUSINESS: NAVIGATING THE WORLD OF CONSULTANTS.
What is the role of the pension consultant? Beyond, being included in their emerging markets database for potential future business opportunities, how should you market yourself and/or your firm’s services in an environment where the definition of emerging market manager has significantly changed? How can you help them to market you or should you work in tandem to market yourselves to the client? Are opportunities increasing? ; Outlook for 2008?
Proposed Moderator: Larry Jones, CFA, Executive Vice President & Practice Leader, Emerging/Minority Programs, Northern Trust Proposed Panelists: Mellody Hobson, President, Ariel Capital Management, Christopher Melvin, Chairman, Melvin & Company, Donna Sims Wilson, M.R. Beal & Co. Emma McIntosh, Mona Williams, Progress Investment Management Les Bond, Attucks Asset Management
10:30AM – 12:00PM SESSION III CEO ROUNDTABLE: GLOBAL LEADERSHIP OPPORTUNITIES & CHALLENGES (By Invitation Only)
This session will discuss how to develop and direct change for new opportunities, senior management and board make-up, access to capital and diversity and its relevance.
Proposed Moderator: Arthur Sulzberger, Jr., Publisher, The New York Times Proposed Panelists: Rev. Jesse Jackson, Sr., RPC Chuck Prince, CITI Jamie Dimon, JP Morgan Chase David P. Steiner, Waste Management Sharon Allen, Harvard University John Rodgers, Ariel Capital Management Indra K. Nooyi, PepsiCo Ronald Brown, Atlanta Life Insurance John Hofmeister, Shell Oil John Mack, Morgan Stanley Lloyd Blankfein, Prudential Richard Fuld, Lehman Bros. Stanley O’Neal, Merrill Lynch
10:30AM – 12:00PM SESSION IV HBCU DEANS ROUNDTABLE
In this session the Deans of some of the most prestigious HBCUs will discuss how to prepare their students to compete for 21st century opportunities.
Proposed Moderator: Leslie Baskerville, NAFME Proposed Panelists: Dr. Glenda Glover, Dean, School of Business, Jackson State Dr. Joseph Boyd, Dean, School of Business, Texas Southern University Dr. Barron Harvey, Dean, School of Business, Howard University Dr. Otis Thomas, Dean, School of Business, Morgan State University Jonathan Jefferson, Clark Atlanta University's School of Business Administration
12:00PM – 6:00PM WALL STREET PROJECT/NEW YORK TIMES DIVERSITY CAREER OPPORTUNITY AND DEVELOPMENT EXPO Click Here
12:30 PM – 2:30 PM MEDIA AND TELECOMMUNICATIONS LUNCHEON MINORITY OWNERSHIP OF TELECOMMUNICATIONS AND MEDIA PROPERTIES
This luncheon will convene FCC Commissioners and industry experts to discuss how to increase ownership by minorities of telecommunications and media properties. In short, the current state of ownership in this country is not at all representative of the people that make up America.
Proposed Keynote: Chairman Kevin J. Martin, FCC Chairman Proposed Speakers: Michael J. Copps, Commissioner Jonathan S. Adelstein Commissioner Deborah Taylor Tate Commissioner Robert M. McDowell Commissioner Proposed Invitees: Proposed Honorees:
Afternoon Sessions
3:30PM – 5:30 PM SESSION I TELECOMMUNICATIONS CEO ROUNDTABLE (By Invitation Only)
Proposed Moderator: Rev. Dr. David Jefferson, Sr., ESQ, President & CEO, JNET Communications
Proposed Panelists: Verizon, Representative
AT&T, Representative Comcast, Representative ALTELL, Representative Sprint, Representative Virgin Mobile, Representative Quest, Representative Cincinnati Bell, Representative
3:30PM – 5:30 PM SESSION II ENDOWMENT/FOUNDATIONS, TAFT-HARLEY PLAN, MEGA CHURCH and HBCUS (FUNDS TO BE INVESTED/MANAGED)
This session will discuss trends and opportunities for minorities, direct investments vs. fund to funds and the various ways to win business from some of the industries largest pension fund managers.
Proposed Moderator: Proposed Panelists: Dorien Nunez, President & CIO, Ommny, LLC
3:30PM – 5:00 PM SESSION III PROFESSIONAL SPORTS ATHLETES-INVESTMENT AND ASSET MANAGEMENT Opportunities for Minority Advisors.
3:30PM – 5:00 PM SESSION IV INTERNAL ADVOCATES FOR INCLUSION A PANEL DISCUSSION OF CORPORATE DIVERSITY EXECUTIVES
Proposed Moderator: Yolanda Conyers, Vice President Cultural Integration and Diversity, Lenovo Denise Singleton, Vice President, MetLife Office of Diversity Proposed Panelists: Carlton Yearwood, Waste Management Credit Suisse Representative General Electric Representative Verizon Representative Desiree Dancy, The New York Times
3:30PM – 5:00 PM SESSION V GENERAL PROCUREMENT SESSION
Current procurement strategies in corporate America are to reduce the number of suppliers. What are the implications for small minority and women owned business? What should these businesses be thinking about or doing to better position them? How can corporate America (chief procurement officers) educate small businesses and share issues? How do small businesses become strategic partners? How can minority owned business reposition themselves beyond being viewed as a set aside?
Proposed Moderator: Proposed Panelists: Roy Anderson, Vice President, MetLife Global Procurement Deloris Johnson, Citi Tamika Eubanks, Bank of America NYCMTA Representative Federal Reserve Representative Harvey Butler, JPMorgan Chase
6:30 PM – 9:00 PM WELCOME RECEPTION
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TUESDAY, JANUARY 8, 2008
Day Focus: Day Theme: THE CHURCH; YOUTH; AND THE SMALL BUSINESS
7:00 AM – 7:00 PM CONFERENCE REGISTRATION
8:00 AM – 10:30 AM ONE THOUSAND CHURCHES CONNECTED BREAKFAST: MORTGAGE TSUNAMI
The One Thousand Churches Connected Breakfast will convene a discussion on the myths and facts about predatory lending as it relates to church and community. Sub-prime loan, adjustable rate mortgages and other predatory lending practices are projected to result in more than 2 million foreclosures over the next few years. This session will 1) focus on strategies and action plans that will insure the growth, transformation and renewal of the Church and community through and beyond the challenging times experts predict, and 2) discuss collective banking, bargaining, negotiating, building and public policy initiative best practices as a viable approach to church and community economic development. [Following the OTCC Breakfast, ministers will proceed to Session I or Session II for in-depth, inter-active breakout sessions focusing on collective bargaining, banking and public policy ministries]
Proposed Keynote: Dr. James A. Forbes, The Riverside Church of New York, Senior Pastor, Retired Proposed Speakers: A. R. Bernard, Senior Pastor, Christian Cultural Center, Brooklyn, NY Rev. Jesse L. Jackson, Sr., Founder & President, RPC Proposed Invitees: Jonathan L. Weaver, Greater Mt. Nebo A.M.E. Church, Bowie, MD Rev. Floyd Flake, The Greater Allen A.M.E. Cathedral of New York Rev. Calvin McKinney, Calvary Baptist Church of North Jersey at Garfield Valerie Daniels-Carter, President & CEO, V&J Holding Companies, Inc. John Taylor, NCRC Proposed Honorees: Rev. Dr. Gardner Taylor
Morning Sessions
10:00AM – 1:00PM YOUNG ENTREPRENEURS CAMP (By Registration Only – Ages 14-19)
This exciting workshop will equip youth with the tools they need to start, manage and market their very own business and to become entrepreneurs. The students will learn how to develop a feasible business concept, assess their marketable skills, create a business plan, and apply for venture capitol and marketing. Each student will be challenged with creating a sustainable business; one that invests a portion of their profits into their community.
Instructor: Endura Govan, Executive Director, International Business Kids (CONFIRMED)
11:00AM – 12:30PM SESSION I INTER-ACTIVE BREAK-OUT SESSIONS
In this in-depth inter-active session, our Speakers share their documented successes, challenges and opportunities in their church and community’s collective approach, strategies and action plans for growth and empowerment. The areas of focus: Collective Banking (Borrowing and Investments – to include a perspective on the present US mortgage concern) Collective Building and Development Collective Empowerment (education, training…utilizing all of the resources of the church and community including its impact via public policy approaches) Proposed Moderator: Jonathan L. Weaver, Greater Mt. Nebo A.M.E. Church, Bowie, MD Proposed Speakers: Rev. Floyd Flake, The Greater Allen A.M.E. Cathedral of New York Rev. Calvin McKinney, Calvary Baptist Church of North Jersey at Garfield State Senator Rev. James T. Meeks, Salem Baptist Church, Chicago, IL Rev. Charles Jenkins, PUSH Board Chair
11:00AM – 12:30PM SESSION II THE RAINBOW PUSH PUBLIC POLICY INSTITUTE: A RELEVANT APPROACH TO THE GROWTH, STRENGTH AND STABILITY OF THE CHURCH AND COMMUNITY
This session examines methods by which the church can develop or enhance their public policy ministry that will encourage on-going civil awareness dialogue and action among congregants and community. The focus is on education that fosters analysis, discussions, and innovative approaches to problem solving; the goal is shaping informed citizens and leaders that recognize the correlation between civics/public policy and the growth of the church and its community.
Proposed Speakers: Gary Flowers, Black Leadership Forum Rev. Herbert Daughtry, House of the Lord Churches Dr. Clyde Anderson, CEO, United Methodist City Society Rev. Dr. Luonne Rouse, Metropolitan Community UMC, Senior Pastor Rev. Dr. Greg Livingston, Nat’l Field Director, RPC
1:00 PM – 3:00 PM ECONOMIC AGENDA AWARDS LUNCHEON
Is there a future for minority investment professionals in corporate, private equity and initial public offerings?
Proposed Keynote: Senator Hillary Clinton, Presidential Candidate (D-NY) Senator Barack Obama, Presidential Candidate (D-IL) Proposed Speakers: Congressman Gregory Meeks (D-NY) Congresswoman Maxine Waters (D-CA) Proposed Invitees: Charles Prince, Chairman and CEO, Citi, Jamie Dimon, Chairman and CEO, John J.Mack, Chairman and CEO, Lloyd Blankfein, Chairman and CEO, Richard S. Fuld, Chairman and CEO, Lehman Brothers E. Stanley O’Neal, Chairman, CEO, and COO, Merrill Lynch & Co. Inc. Proposed Honorees: Mr. Robert Friedman, Blackstone
Afternoon Sessions
1:00PM – 5:00PM THE BULL & BEAR INVESTMENT CAMP (By Registration Only – Ages 14-19)
This session, designed for youth, will discuss learning how to budget, save and invest in stocks, bonds and mutual funds and more.
Instructor: Douglas Coe, Moody Reid Financial Services (CONFIRMED)
3:30PM – 5:00 PM SESSION I A NEW CALL TO ACTION: REVERSING THE EFFECTS OF PREDATORY PRACTICES In light of the recent manifestations of the sub-prime lending industry and its affect on the nation’s working class, this session will cover Credit (Worthiness) and strategies for Debt reduction…
Proposed Moderator: John Taylor, NCRC Proposed Panelists:
3:30PM – 5:00 PM SESSION II MEDIA AND TELECOMMUNICATIONS POLICY
Discussions on the current state of media and telecommunications policy and its impact on civic engagement and community, specifically focusing on women, children, and minorities. The discussion will consider how to ensure that democratic concerns are a priority in media and telecommunications policy, and how to promote valued civic and cultural principles in a coarse consumer environment. An important topic of discussion will be the Digital TV transition and the adequacy of federal and private sector initiatives to ensure that low income, minority and rural Americans whom are reliant on over the air broadcasting will not be left behind when the analog stations sign off in February, 2009.
Proposed Moderator: Proposed Panelists:
3:30PM – 5:00 PM SESSION III INTERNATIONAL AND FOREIGN POLICY
Proposed Moderator: Proposed Panelists:
3:30PM – 5:00 PM SESSION IV THE VALUE OF MARKETING TO ETHNIC MARKETS
With a staggering $761 billion (after tax, disposable income) in annual spending power, projected to exceed $1 trillion by 2010, the African American market segment is one of the most visible, fastest growing, moist influential & yet most undervalued by consumer group marketers.
Proposed Moderator: Pepper Miller, Author, What’s Black About It? Proposed Panelists:
3:30PM – 5:00 PM SESSION V TRANSITIONING FROM HIP HOP TO WALL STREET
If you are in Hip Hop, how do you take it to the next level? Do you focus on branding, marketing, writing, producing, recording, designing or collaboration? Are you ready to make the transition? This session will bring together business leaders and professionals in the Hip Hop Industry to address, recognize and connect to issues stifling businesses in the Hip Hop community.
Proposed Moderator: Cornell West Michael Eric Dyson Proposed Panelists: Londell McMillan, Attorney Ludacris, Hip Hop Artist Mos Def, Spoken Word Artist
6:30 PM – 9:00 PM THE URBAN AGENDA FOR THE HIP HOP GENERATION TOWN HALL MEETING & RECEPTION
The Hip Hop generation generates 500 Billion dollars a year. How much of that benefits the community the artist came from and why don’t we see it? This session will address the use of Hip Hop’s collective voice and power to ensure its growth in political, social and economical structures.
Proposed Moderator: Dr. Charles L. Ogletree George Curry Proposed Panelists: Anthony Marshall, Host & Creative Executive, Current TV Judge Greg Mathis, Host “Judge Mathis” Ed Lover Kennard Gibbs Proposed Music By: KRS-One
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WSP SMALL BUSINESS INSTITUTE: STRATEGIES FOR GROWTH
TUESDAY, JANUARY 8, 2008
7:30AM – 8:00AM CONFERENCE REGISTRATION
8:30AM – 9:00AM SMALL BUSINESS INSTITUTE REGISTRATION
Name tags and binders are distributed
Morning Sessions
9:00AM – 10:00AM WHO ARE YOU? A SELF-INVENTORY
Do you really have what it takes to become an entrepreneur? Let’s explore the mindset of a small business owner. How do you deal with setbacks and handle risks? This will be your chance to gain a better understanding of your strengths and weaknesses. There will be a focus on building a team that can compensate for your knowledge or experience gap.
10:00AM – 11:00AM DISCOVERING THE RIGHT BUSINESS IDEAS: WHAT'S HOT?
Great business ideas are all around you. Do you know where to look? This session will help you to see how you can make money right here in your own backyard. Long lines, poor service and customer dissatisfaction are all indicators of business problems that can represent increased profits for your firm.
11:00AM – 12:00AM SELECTING A BUSINESS MODEL, STRATEGY AND TACTICS
Learn how to define and test your business model. If your business idea can not work on paper then it will not work in the real world. We will examine successful business models and determine the strategy and tactics that made them so profitable. You will leave with a solid understanding of how to effectively model your business. Learn how important it is to have a cost-effective method to reach your market before you focus on improving your product or service.
12:30 PM – 2:30 PM LUNCH (With General Conference Group) ECONOMIC AGENDA AWARDS LUNCHEON
Is there a future for minority investment professionals in corporate, private equity and initial public offerings?
Afternoon Sessions
3:00PM – 4:00PM DEVELOPING A SALES PROPOSAL
Nothing happens in your business until something is sold. We will write a sales proposal that you can immediately begin showing to potential customers. Testimonials and a compelling offer will be critical to your long-term success.
4:00PM – 5:00PM SELLING ONLINE
The internet can transform any small business into a global player. Learn how to create a website and generate traffic to your site. Begin using Paypal.com and Ebay.com to reach more people and process your financial transactions. You will start by using the 61 power words to boost your response rates.
5:00PM – 6:00PM BUILDING A TEAM
You are only as good as your team. Who needs to be on your team? What should be their skills and responsibilities? How do you screen and select team members? We will draft a document to recruit potential team members. Also learn how to run meetings and keep your team motivated.
6:00PM – 7:00PM
MANAGING YOUR TIME All the concepts learned during this 2-day session will be wasted if you don’t learn how to manage your time more effectively. Participants will come to appreciate a concept called, “Focus Days.” This system encourages you to create one-hour blocks of time where you focus all of your attention on one activity.
7:00PM – 7:30PM GRADUATION CEREMONY
Distribute certificates and enjoy a group visualization exercise. Instruct attendees to complete the evaluation forms.
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WEDNESDAY, JANUARY 9, 2008
Day Focus: LABOR / HEALTH Day Theme: THE BUSINESS OF LABOR
7:00 AM – 12:00 PM CONFERENCE REGISTRATION
7:30 AM – 9:30AM LABOR BREAKFAST Focus: Mortgages, Pensions & The Election
Corporations are declaring banckruptcy at alarming rates. As they recognize, they are putting hard earnes employees’ pension funds -from coal miners to steel workers, from airlines and auto workers- at risk. A pension fund crisis is emerging, threatening to turn the dream of retirement into a new American nightmare. What can be done to prevent corporations from turning their backs on retired and retiring workers, and to secure employee pensions in the next era?
Proposed: Keynote Speaker: Andy Stern, President, Service Employees International Union Proposed Panelists: Bill Lucy AFSCME Proposed Invitees: 1199 AFL-CIO IWW
Morning Sessions
10:00AM – 12:00PM SESSION I TAKING HER PLACE AT THE LEADERSHIP TABLE: CHANGING THE GAME
Women Leaders have traditionally had to navigate a complex labyrinth of challenges, including vestiges of prejudice, issues of leadership style, life family and family responsibilities. It is no wonder that many women leaders feel they are caught in a game where winning is only remotely possibility. The long term legacy of this losing game has led to a pronounced lack of women in positions of power and authority. Recent research indicates that in the Fortune 500 companies only 15% of the Boards, six % of senior managers, and merely two percent of the CEOs are women. With a looming talent shortage, especially in the area of leadership, it is time to change the game. And now the ball is in the women’s court since by some calculations the “Women’s Economy” is the third largest in the world. Our panelists will discuss the implications and how are women using this power to achieve corporate, social, political goals.
Proposed Moderator: Dr. Glenda Glover, Jackson State Proposed Panelists: Dr. Dennis Garitan, Chair of the Department of Leadership and Human Capital Management at New York University (Confirmed) Raquel Oden, Managing Director, UBS Financial Services Inc. (Confirmed) Rachelle Pachtman, President, Pachtman Communications and NYC Friend of Boardroom Bound (Confirmed) Barbara Bowles, The Kenwood Group CK Hoffler, Gary, Williams, Parenti, Finney, Lewis, McManus, Watson, Sperando
10:00AM – 12:00PM SESSION II NEGOTIATING THE HEALTH INDUSTRY
This session will speak to innovative approaches to “the healing of American” and the impact of HMOs, Medicare (Part D), health and hospice education and disease prevention programs.
Proposed Moderator: Joyce Larkin, VP, Public Affairs & Community Relations Ovations, A United Health Group Co. Proposed Panelists: Meg McCarthy, Senior Vice President and Chief Information Officer, Aetna Thomas (Tom) Noland, Senior Vice President of Corporate Communications, Humana Inc. George Hulse, VP of External Affairs, HealthFirst Health Plan Dr. Harold Wallace, Director, The Foundation for End-of-Life Care, VITAS Hospice Charitable Fund Dr. Therman Evans, President & CEO, Whole Life Associates
10:00AM – 12:00PM SESSION III CORPORATE TRANSACTIONS/PENSION OPPORTUNITIES
Who determines what managers are selected? Board of Trustees, Executive Directors others? It varies by plan. Some states only look to managers for alternative investments, what states are those? What are the secrets to being? selected to make a presentation? What process must you follow in order to win the business? How does this process vary across asset classes? Is partnering with a majority firm easier? How do they interact with their consultants? Outlook for 2008?
Proposed Moderator: Proposed Panelists:
10:00AM – 12:00PM SESSION IV ENERGY POLICY SESSION
Proposed Moderator: Proposed Panelists:
10:00AM – 12:00PM SESSION VI THE ECONOMICS OF THE TRANSPORTATION INDUSTRY
Proposed Moderator: Julie Cunningham, COMTO New York Proposed Panelists: Port Authority MTA COMTO
6:00PM – 7:00PM 11th ANNUAL VIP RECEPTION
7:00PM – 10:00PM 11th ANNUAL GALA CELEBRATION
Suggestions: Sheraton Hotel and Towers Brooklyn Academy of Music Winter Garden Atrium United Nations
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