Participants:
- Evelyn Dilsaver
President and CEO, Charles Schwab Investment Management
Welcome and introductions; overview of CSIM - Greg Forsythe Senior Vice President
Schwab Equity Ratings
Overview of Schwab Equity Ratings and their use in mutual funds - Jeff Mortimer
Senior Portfolio Manager and Chief Investment Officer, Equities
Market commentary and overview of Schwab and Laudus actively-managed equity funds - Caroline Lee
Portfolio Manager, Laudus International MarketMasters Fund
International market commentary and
overview of Laudus International MarketMasters Fund - Kim Daifotis
Senior Portfolio Manager and Chief Investment Officer, Fixed Income
Economic commentary, bond market outlook and Schwab’s fixed income funds - Katrina F. Sherrerd
Principal, Strategic Planning and Affiliate Relations Research Affiliates, LLC
Principles of the Fundamental Index - Jim Sempere
Managing Director, Real Estate Investments
Global real estate commentary and an overview of the Schwab Global Real Estate Fund - Steve Dean
Director of Strategy Analysis, AXA Rosenberg
International small and mid cap market commentary
Results:
42 reporters from the following:
- Business Week
- Associated Press
- Smart Money
- Washington Post
- Wall Street Journal
- Investors Business Daily
- Ignites.com
- TheStreet.com
- Bloomberg News
- Reuters
- Hedge World
- Dow Jones News
- Money Management Executive
- Nikkei Newspaper
- Institutional Investor
- The Daily Record
- Worth
- Bloomberg TV
- Consuelo Mack Wealth Track
- Wall Street Transcript
- Standard and Poors
- Mutual Fund Wire
- Kiplinger’s
- Bloomberg
- Investment News
- Bond Buyer
- Forbes
- Several freelance financial journalists
