VOL. 8, NO. 1, SUMMER 2006

The Masters Series
"Putting the Shareholder First: A Lifetime Ideal—A Conversation with John Bogle"

Recent Research
"The CS Character and Limitations of the Sharpe Ratio," Ana Cascon, Ph.D., and William F. Shadwick, Ph.D.
"Diversification Benefits of Managed Futures," Bhaswar Gupta, Ph.D., and Thomas Schneeweis, Ph.D.
"Morningstar Mutual Fund Ratings Redux," Matthew R. Morey, Ph.D., and Aron Gottesman, Ph.D.

Wealth Management
"Asset Allocation and Retirement Planning," Gerald P. Madden, Ph.D.


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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