| Morning 1 October |
| 9.00-9.30 |
Welcome/Opening
IFIE Chairman Mr. Nick Bannister  
IOSCO Secretary General Mr. Phillippe Richard
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| 9.30-10.15 |
Keynote Address
Financial Industry Regulatory Authority (FINRA)
CEO Ms. Mary Schapiro 
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| 10.15-11.15 |
Panel
Investor Education:
Its Impact on Economic Growth
Moderator: Mr. Paul Borque – Senior Vice President, Member Regulation, Investment Dealers Association of Canada
 Ms. Wong Sau Ngan - General Counsel, Securities Commision (Malaysia) 
Mr. Jose Alexander Vasco - Superintendent (Head of the Investor Assistance and Education Department), Comissao de Valores Mobiliarios - CVM (Brazil)
Ms. Dara Duguay - Director, Office of Financial Education, Citigroup (U.S.)
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| 11.30-12.30 |
Panel
Protecting Investors through Investor Education
Moderator: Mr. John Gannon – Senior Vice President for Investor Education, FINRA (U.S.)
Mr. Shin Akamine - Senior Manager, CSR Promotion, Tokyo Stock Exchange
Mr. Rafael Febres- Cordero - Managing Director for Fidelity International in Southern Europe and Latin America, Fidelity International (Spain)
Mr. Jonathan Chapman - Head of Financial Capability Department, Financial Services Authority (UK)
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| 12.30-14.00 |
Lunch/Featured Speaker
Sponsored by Securities Industry and Financial Markets Association (SIFMA) Europe SIFMA Senior Managing Director for Europe and Asia Ms. Karsten Moller
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Afternoon 1 October |
| 14.00-15.00 |
Featured Speaker
Mr. Michel Prada, Chairman of AMF, France & IOSCO Technical Committee
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| 15.00-16.00 |
Panel
Investor Education in Europe:
The Perspective of Regulators
Moderator: Ms. Kathryn Edmundson – Executive Director, The Bond Market Foundation (U.S.)
Ms. Victoria Powell - Communication Director, Committee of European Securities Regulators (France)
Ms. Sabine Sueltrup - Expert, Bundesanstalt für Finanzdienstleistungsaufsicht (BaFIN)
Mr. Jörgen Holmquist, Director General, DG Internal Market and Services, European Commission
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| 16.15-17.15 |
Panel
Investor Education Elsewhere Around the Globe
Moderator: Ms. Roberta Wilton – President and CEO, CSI Global Education Inc.
Mr. Norio Inomata - General Manager, Securities Education Division, Japan Securities Dealers Association
Mr. Kun Ho Hwang – Chairman, Korea Securities Dealers Association
Mr. Gerry Anderson – Deputy Executive Officer, Financial Services Board (South Africa)
Mr. Hesham Ibrahim – Chief of Chairman Technical Affairs, Capital Market Authority (Egypt)
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| 17.15-18.00 |
Panel
High-Risk & Complex Investments for Retail Investors
Moderator: Mr. Nick Bannister – Chairman, IFIE and Senior Vice President and Managing Director of International Affairs and Services, FINRA (UK)
Mr. Timothy R. Hailes – Managing Director & Associate General Counsel, JP Morgan (UK)
Ms. Robyn Grew – Managing Director, Compliance, Barclays (UK)
Ms. Maria Jose Gómez Yubero – Director of Investors, Comisión Nacional del Mercado de Valores (Spain)
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Morning 2 October |
| 9.00-9.45 |
Featured Speaker
Securities and Exchange Board of India Chairman Mr. M. Damodaran
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| 9.45-10.45 |
Panel
Partnership & Coordination: The Role of the Regulator and Industry in Investor Education
Moderator: Mr. Nick Bannister – Chairman, IFIE and Senior Vice President and Managing Director of International Affairs and Services, FINRA (UK)
Mr. Steve Horan – Director, Private Wealth and Investor Education, CFA Institute (U.S.)
Mr. Paul Borque – Senior Vice-President, Member Regulation, Investment Dealers Association (Canada)
Mr. Bertrand Huet-Delaherse – Senior Regulatory Counsel, SIFMA Europe (UK)
Mr. Jose Cavalcanti Vasco – Superintendent and Head of the Investor Assistance and Education Department, Comissão de Valores Mobiliários (Brazil)
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| 11.00-12.00 |
Panel
Reaching Your Audience:
Social Marketing and Investor Education
Moderator: Ms. Gerri Walsh – Associate Vice President for Investor Education, FINRA (U.S.)
Dr. Alan Andreasen – Executive Director and Professor, Social Marketing Institute, Georgetown University (U.S.)
Mr. Andrew Crain – former Director of International Relations, Australian Securities & Investments Commission, and now Senior Advisor – External Relations, Public Interest Oversight Board
(Spain)
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| 12.00-13.00 |
Panel
Evaluating Investor Education: Proving it Works
Moderator: Mr. John Gannon – Senior Vice President for Investor Education, FINRA (U.S.)
Ms. Lois Vitt – Chair and Founding Director, Institute for Socio-Financial Studies (U.S.)
Ms. Rachel Gosling – Deputy Executive Director, IFS School of Finance (UK)
Mr. Harman Korte – Managing Director, Netherlands Authority for the Financial Markets
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