October 5-6, 2017

Fall Due Diligence Meeting

Thursday, October 5, 2017 - Ritz-Carlton Battery Park
1:00 PM

Registration & Lunch

1:45 PM

Welcome – Managing Through Global Volatility

Ryland Pruett
Retail National Sales Manager
BNY Mellon | Dreyfus

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2:00 PM

Economic & Market Outlook

Jamie Lewin, CFA®
Head of Product Strategy & Performance Management
BNY Mellon Investment Management

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2:45 PM

Helping Meet Investor Challenges – Opposing Forces

Liz Young, CFA®
Senior Investment Strategist, Investment Strategy Group
BNY Mellon | Dreyfus

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3:45 PM

Break

4:00 PM

Alternatives Round Table

Moderator:
Liz Young, CFA®
Senior Investment Strategist, Investment Strategy Group
BNY Mellon | Dreyfus

Suzanne Hutchins
Lead Portfolio Manager, Global Real Return Strategy
Newton Investment Management

Joe Miletich
Global Investment Strategist, Dynamic Total Return Strategy
Mellon Capital Management

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5:00 PM

Value Proposition Insights

Janet Kelly
Practice Management Consulting
Pershing LLC (a BNY Mellon Company)

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5:45 PM

Closing Remarks

Taylor C. Beall
Head of U.S. Intermediary Strategic Accounts
BNY Mellon | Dreyfus

6:00 PM

Dinner – Rise at Ritz-Carlton Battery Park

The Dreyfus Corporation, Standish, Newton, Alcentra, The Boston Company Asset Management and MBSC Securities Corporation are affiliated with
The Bank of New York Mellon Corporation. © 2017 MBSC Securities Corporation, Distributor, 225 Liberty Street, 19th Fl., New York, NY 10281.
MARK-2017-03-08-1289

Friday, October 6, 2017 - Ritz-Carlton Battery Park
8:30 AM

Breakfast

9:00 AM

Energy Discussion

Robin Wehbé, CFA®, CMT®
Managing Director, Lead Manager of Global Natural Resources Strategy
The Boston Company Asset Management

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9:30 AM

Equities Round Table

Moderator:
Liz Young, CFA®
Senior Investment Strategist, Investment Strategy Group
BNY Mellon | Dreyfus

Brian C. Ferguson
Senior Managing Director, Strategic Value Strategy
The Boston Company Asset Management

Raj Shant
Portfolio Manager, Global Equity Team
Newton Investment Management

Robin Wehbé, CFA®, CMT®
Managing Director, Lead Manager of Global Natural Resources Strategy
The Boston Company Asset Management

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10:30 AM

Break

10:45 AM

Fixed Income Discussion

Moderator:
Ralph Studley
Head of Investment Strategy
BNY Mellon | Dreyfus

Thomas Casey
Senior Portfolio Manager, Tax Sensitive Strategy
Standish Mellon Asset Management

Brendan Murphy, CFA®
Managing Director, Global & Multi-Sector Strategies
Standish Mellon Asset Management

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11:45 AM

Lunch

12:30 PM

Helping Meet Investor Challenges – Next Steps

Ralph Studley
Head of Investment Strategy
BNY Mellon | Dreyfus

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1:15 PM

Closing Remarks

Ryland Pruett
Retail National Sales Manager
BNY Mellon | Dreyfus

1:30 PM

Departures

The Dreyfus Corporation, Standish, Newton, Alcentra, The Boston Company Asset Management and MBSC Securities Corporation are affiliated with
The Bank of New York Mellon Corporation. © 2017 MBSC Securities Corporation, Distributor, 225 Liberty Street, 19th Fl., New York, NY 10281.
MARK-2017-03-08-1289