Independents' Day Conference
Bloomberg NYC - April 3, 2012


TIME AGENDA
8:30 - 9:00am Registration and Breakfast
9:00 - 9:10am Welcoming Remarks: Alvin Kressler, Bloomberg Tradebook
9:10 - 9:15am Opening Remarks: Investorside Chairman - David Good, CFO, CreditSights, Inc.
9:15 - 10:00am Consumer Sector:
The condition of the consumer, from retail to autos to housing - where are they spending, where can they spend?

Moderator: David Dwyer, Bloomberg Industries, Jeremy Anwyl, CEO, Edmunds.com; Mark Friedman, Co-Founder, The Retail Tracker and Carl Reichardt Jr , Managing Director of Research, John Burns Real Estate Consultanting
10:00 - 10:45am Healthcare Sector
Investing in Healthcare today.

Healthcare is traditionally viewed as a defensive sector, trading independently of the macro economy. However it is also a higly speculative sector, requiring significant industry knowledge to assess viable drug candidates and commercially successful product launches. Join Bloomberg Industries' senior analyst, Andrew Berens and two leading healthcare consultants as they discuss hot therapeutic areas and macro trends in the healthcare sector.

Moderator: Andrew Berens, MD, Bloomberg Industries, Ben Weintraub, Director of Research and Senior Principal, inThought, a Wolters Kluwer Company, Professor Thomas Foster , Partner, Foster Rosenblatt
11:00 - 11:45am Case Studies - Breakout Room

Verbatim Advisory Group LLC
Verbatim:
Instant Gratification - The Race For Gamblers, Dealhunters, and Fanatics
Consumers' rush to satisfaction is forcing companies to change their technology and business models at ever-faster rates. Buyers expect the best deals now, movie fans insist on immediate delivery, and gamblers gravitate to the newest games. Adapting to a market where patience is scarce and convenience prized, companies make almost-daily changes to their policies and products: Amazon, Groupon, Konami, and Netflix. Keeping up with these companies' prospects is important for institutional investors, but becomes difficult when context and to such a fluid situation, and includes a close look at what's been discovered about each of these four companies. John Strehle, CFA, Managing Partner

Gerson Lehrman Group
The GLG Research Method: Illuminating Insights and Opportunities in China for Our Clients.
GLG works to deploy its full suite of products and its global capabilities to help a client think through its investment thesis on China. To combat low levels of transparency and a complex interplay of macro and micro factors, GLG's client was able to gain valuable insight into how China's macro policies and evolving property and retail markets affected their portfolio decisions. Julian Flanner, Research Director and Kimberly Niehaus, Research Director
12:00 - 1:40pm Lunch and Panel Discussion: Is the U.S. Recovery Sustainable? Directions in growth, employment and the condition of the consumer.
Moderator: Joe Brusuelas, Senior Economist Bloomberg, LP. Christian Menegatti, Managing Director and Head of Global Economic Research, Roubini Global Economics, Henry "Chip" Dickson, CFA Director of Research and Strategist, DISCERN
1:45 - 2:45pm Washington Panel
Three long-time Washington insiders will open a window to the D.C. world in a panel moderated by Gregory R. Valliere, Chief Political Strategist, Potomac Research Group. The discussion covers the current political landscape and what the November election results will mean for Washington and beyond. Get unique insight into the inner workings of the nation's capital and discover how to effectively advance corporate policy with the federal government. Also learn little known aspects of how presidential administrations and the Federal Reserve affect fiscal policies and the nation's currency.

Moderator: Gregory Valliere, Chief Political Strategist, Potomac Research Group, Steven Eichenauer, Partner, Public Strategies Washington, Scott Reed, Chairman, Chesapeake Enterprises
2:45 - 3:30pm Technology Sector
The Emergence of the Technology Sector from the Prolonged Recession: What has Changed and What Hasn't?
  • Continued Consumerization of Technology: Consumer Electronics & Social Media
  • Corporate Capex and ROI Measurements in Hardware and Software
  • Unstructured Big Data: Problem or Opportunity?
  • Companies Exposed to these Winds of Change
Moderator: Anand Srinivasan, Bloomberg Industries; Panelists: Ben Rose, Founder, Battle Road Research, David Riedel, Founder, Riedel Research Group and Mark Fauscette, Group Vice President, IDC
3:30 - 4:15pm Guest Speaker - John Mauldin
The End Game: A look at what's to come in the next 12 to 24 months.

John Mauldin, President of Millennium Wave Advisors, is a NY Times best-selling Author, Contributor to Financial Times and Daily Reckoning and has been a frequent guest on CNBC and Bloomberg TV. His weekly e-newsletter, Thoughts from the Frontline, is the most widely distributed newsletter.
4:15pm Closing remarks and Reception