VOL. 6, NO. 2, WINTER 2003/2004
The Masters Series
“Market Efficiency and Active Management: A Non-Random Talk with Burton G. Malkiel, Ph.D.”

Recent Research
“Can Public Funds Compete?” Richard M. Ennis, CFA®
“Emerging Markets,” Edward D. Baker III
“Global Demographics: An Economic and Geopolitical Time Bomb,” Martin H. Barnes
“The Performance of Mutual Funds That Close to New Investors,” Bradford D. Jordan, Ph.D.; Randy D. Jorgensen, Ph.D.; and Joseph C. Smolira, Ph.D.
“Structural Imperfections in the Algorithm of Certain Equity Style Indexes,” Kenneth E. Scislaw and Dorla Evans, Ph.D.

Ethics
“Ethics Experts and the Problem of Self-Deception,” Gordon D. Marino, Ph.D.

Legal and Regulatory
“Investing in Hedge Funds Through Private Placement Life Insurance,” Leslie C. Giordani, J.D., and Amy P. Jetel, J.D.

Practice Notes
“Manager Selection and Retention: Putting the Odds in Your Favor,” Bruce Curwood, CIMA®, CFA®

New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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