Tuesday, September 7, 2010

APAFS Country Conference to Take Place at the College again

The College of Micronesia-FSM National Campus will be the venue for the Asia Pacific Association for Fiduciary Studies (APAFS) on Thursday, September 9, 2010. The conference will take place at the FSM-China Friendship Sports Center Practice Court, where finance experts will once again gather at the College.

According to a release from the Asia Pacific Association for Fiduciary Studies, the series of country conferences is a venue for more sophisticated, in-depth discussions on investment of institutional funds and other topics relevant to fiduciaries of institutional funds. These information-driven gatherings boast of presentations from recognized experts on the latest trends and best practices affecting institutional funds today.

With focus on Managing Trust Funds as Fiduciaries, APAFS will be tapping relevant matters on financial crisis, capital markets, and attendees will take part in a Program of Accredited Investment Fiduciary (AIF) Training and “The Prudent Process” led by Philip Mendiola-Long AIF, President & CEO, Sherman Consulting, LLC.

Sponsors of the conference include, Atalanta Sosnoff, Metropolitan West Capital Management, LLC, MorganStanley SmithBarney and Sherman Consulting, LLC.

Participants will be well equipped and informed on the following:

  • Program of Accredited Investment Fiduciary (AIF) Training and “The Prudent Process” by Philip Mendiola-Long
  • Equity Markets discussion moderated by Jason Miyashita, Morgan Stanley Smith Barney featuring Kamani Kuala’au, Atalanta Sosnoff Capital, LLC and Mark J. Heath, Metropolitan West Capital Management, LLC
  • Financial Crisis on a Global Scale/Behavioral Finance by Jason B. Miyashita, Morgan Stanley Smith Barney

Agenda for the day is as follows:

8:00AM – 8:45AM Continental Breakfast
8:45AM – 9:00AM Introduction & Welcoming Remarks
9:00AM – 10:30AM“The Prudent Process: Part 1” by Philip Mendiola-Long, AIF President & CEO, Sherman Consulting, LLC
10:30AM – 10:45AMRefreshment Break
10:45AM – 12:00PM “The Prudent Process: Part 2” by Philip Mendiola-Long, AIF President & CEO, Sherman Consulting, LLC
12:00PM – 1:00PMLunch & Presentation: The Current Status of APAFS Mark Heath, APAFS Deputy Executive Director
1:00PM – 2:15PM“The Prudent Process: Part 3” by Philip Mendiola-Long, AIF President & CEO, Sherman Consulting, LLC
2:15PM – 3:15PM“The Prudent Process: Part 4” by Philip Mendiola-Long, AIF President & CEO, Sherman Consulting, LLC
3:15PM – 3:30 PM Refreshment Break
3:30PM – 4:00PM Financial Crisis on a Global Scale
Behavioral Finance
Jason B. Miyashita, Vice President, Morgan Stanley Smith Barney
4:00PM – 5:00PMPanel Discussion: Equity Markets
Moderator: Jason B. Miyashita, Morgan Stanley Smith Barney
Kamani Kuala’au, Atalanta Sosnoff Capital, LLC
Mark J. Heath, Metropolitan West Capital Management, LLC

Registration for the Country Conference is free. For more information about the country conference and APAFS, visit www.apafs.org or email admin@apafs.org.

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