2010 IFIE/IOSCO GLOBAL INVESTOR EDUCATION CONFERENCE

8-9 NOVEMBER 2010 • CAIRO, EGYPT

"REBUILDING THE TRUST OF THE GLOBAL INVESTING PUBLIC"
View photo slide show here

8 November, 2010

9:00 AM - 9:40 AM - Welcome Remarks

• Steven Joachim, Chair, IFIE
• Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee
• Dr. Ziad Bahaa El-Dine, Chairman, Egyptian Financial Supervisory Authority (EFSA)

9:45 AM - 10:10 AM - Keynote Speaker - "Rebuilding the Trust of the Global Investing Public"

• Greg Tanzer, Secretary General, IOSCO

10:15 AM - 11:30 AM - Panel I: Perceptions of Investor/Financial Education as Key to Rebuilding Trust-National Strategies

Roberta Wilton, Vice Chair, IFIE - Moderator
• Dr. Khaled Serry Seyam, Chairman, Egyptian Stock Exchange
• Eduardo Manhães Ribeiro Gomes, Superintendente - Relaçoes Internacionais, Comissão de Valores Mobiliários (CVM) of Brazil
• Mark Stechishin, International Affairs Counsel, Investment Industry Regulatory Organization of Canada (IIROC)

11:35 AM - 12:15 PM - Breakout Session I

Breakout into small group discussions facilitated by rapporteurs for in-depth discussions about priority challenges, key programme elements and tips for success in investor education initiatives. Topics will be listed in materials participants receive at registration.

12:30 PM - 2:00 PM - Sponsor Acknowledgement, Lunch and Keynote Speaker

• REPRESENTATIVE OF SPONSORS: Mohamed Soliman Abdel Salam, Chairman and Managing Director of Misr for Central Clearing Depository and Registry (MCDR), also member of MENA-IFIE, will speak on the importance of supporting global and regional coordinated/networked efforts toward strengthening investor education.
• KEYNOTE SPEAKER: "Investor Education as a Fundamental Aspect of Capital Market Development" - Kun Ho Hwang, Chairman, Korea Financial Investment Association (KOFIA), Korea Council for Investor Education (KCIE) and the Asia Forum for Investor Education (AFIE)

2:15 PM - 3:30 PM - Panel II: Innovative and Effective Programmes That Build Trust - What Impact Do Such Programmes Have

John Gannon, President, FINRA Investor Education Foundation

• Tom Hamza, CEO, Investor Education Fund in Canada
• Sarimah Ramthandin, General Manager, Investor Education, Securities Industry Development Corporation (SIDC), Malaysia
• Sok Hun Kang, Korea Financial Investment Association (KOFIA), Member of IFIE Advisory Committee
• Adele Atkinson, Policy Analyst, Financial Affairs Division, Organisation for Economic Co-Operation and Development (OECD)

3:30 PM - 4:15 PM - IFIE Regional Subcommittee Meetings and IFIE Joint Regional Meeting

The Middle East North Africa (MENA) and Asia Forum for Investor Education (AFIE) IFIE Subcommittees will meet jointly and in networking sessions. Conference participants who are not members of the Regional Subcommittees but wish to attend should inquire at the conference registration desk.

4:15 PM - 5:00 PM - Conversation/Roundtable - Media as Partners in Extending Reach and Awareness for Investor Education

Tom Collimore, Director, Investor Education, CFA Institute – Moderator

• Fady Khalaf, Secretary General, Union of Arab Stock Exchanges

5:30 PM - Evening at the Pyramids

This event will include the Sound and Light Show at the Pyramids, as well as a Gala Dinner. Registration required through Web site.
9 November, 2010

7:00 AM - 8:00 AM - IFIE Advisory Committee Meeting

This meeting is for IFIE Advisory Committee members.

8:00 AM - 9:00 AM - IFIE Membership Meeting/ Networking Breakfast for Non-IFIE Members

9:05 AM - 9:25 AM - Keynote Speaker - "Once a National Strategy for Financial Capability is Developed, Then What?"

• Mr. Tony Hobman, CEO, Consumer Financial Education Body (CFEB), United Kingdom

9:30 AM - 10:00 AM - Keynote Speaker – "Integrating Investor Education Into Every Aspect of a Regulator's Work"

• M S Sahoo, Whole Time Member, Securities and Exchange Board of India

10:00 AM - 11:30 AM - Panel III: Innovative Techniques for Delivering/Evaluating Programmes

Kathryn Edmundson, IFIE Advisory Committee - Moderator

• John Gannon, President, FINRA Investor Education Foundation
• Ies Robles, Director for Public Debt Management, Mexico City
• Bert Chanetsa, Deputy Executive Officer, Investment Institutions, Financial Services Board of South Africa
• Diana Crossan, Retirement Commissioner, New Zealand Retirement Commission

11:30 AM - 12:00 PM - Breakout Session II - Networking Break and Materials Fair

12:00 PM - 12:20 PM - Reports

• Rapporteur summaries from Breakout Sessions

12:20 PM - 1:30 PM - Lunch and Keynote Speaker

"Emerging Best Practice - Using the Best Thinking and Tools in Behavioural Finance to Improve Effectiveness of Investor Education"

• Annamaria Lusardi, The Joel Z. and Susan Hyatt 1972 Professor, Economics Department, Dartmouth College

1:35 PM - 3:00 PM - Panel IV: Challenges Ahead

Steven Joachim, Chair, IFIE - Moderator

• Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee
• Sujatha Sekhar Naik, Deputy General Manager and Head, Investor Affairs & Complaints Department, Securities Commission of Malaysia
• Greg Tanzer, Secretary General, IOSCO
• Susumu Kohsaka, Executive Chief of Operations for Institute for Securities Education and Public Relations, Japan Securities Dealers Association (JSDA)

3:00 PM - 3:30 PM - IFIE Reports, Wrap Up and Next Steps

• Steven Joachim, Chair, IFIE
• Dr. Ahmed Saad Abdel-Latif, Chairman, IFIE-MENA and Chair, Regional Committee, IFIE and Chair, Conference Host Committee