European Investment Strategy Roadshow

EUROPEAN INVESTMENT STRATEGY ROADSHOW SHERATON STOCKHOLM HOTEL & TOWERS TEGELBACKEN 6 ND SCHEDULE - MONDAY 2 OCTOBER 2000 STOCKHOLM S-10123 SWEDEN ND MONDAY 2 OCTOBER 2000 CONFERENCE INFORMATION EUROPEAN INVESTMENT STRATEGY ROADSHOW ND MONDAY 2 OCTOBER 2000 VENUE SHERATON STOCKHOLM HOTEL & TOWERS TEGELBACKEN 6 STOCKHOLM S-10123 CONTACT CAROLINE EDELSTAM - BURSON MARSTELLER TEL: + 46-8-440 12 23 FAX: + 46-8-440 12 01 EMAIL: CAROLINE_EDELSTAM@SE.BM.COM PRESENTATIONS MERRILL LYNCH WOULD BE DELIGHTED IF YOU COULD JOIN US FOR ANY OF THE INDIVIDUAL PRESENTATIONS LISTED BELOW FOR THIS YEAR'S EUROPEAN INVESTMENT STRATEGY CONFERENCE. HOWEVER, AS THIS IS PRIMARILY AN EVENT FOR CLIENTS, WE WOULD REQUEST AS A COURTESY THAT YOU COULD REFRAIN FROM ASKING QUESTIONS DURING THE Q&A SESSION IMMEDIATELY FOLLOWING THE PRESENTATIONS, AND THAT YOU DO NOT REFER TO ANY CLIENT COMMENTS OR MAKE REFERENCE TO ANY CLIENT Q&A IN ANY SUBSEQUENT ARTICLES. THERE WILL BE A SEPARATE OPPORTUNITY FOR THE MEDIA TO ASK QUESTIONS DURING THE PRESS BRIEFING, DETAILED BELOW. PRESS BRIEFING TIME: 10AM PARTICIPANTS: DAVID BOWERS, CHIEF GLOBAL INVESTMENT STRATEGIST MARKUS BARTH, DIRECTOR, EUROPEAN QUANTITATIVE STRATEGY SHERATON STOCKHOLM HOTEL & TOWERS, STOCKHOLM 08:15 REGISTRATION & BREAKFAST 08:30 THE GLOBAL CONTEXT FOR EUROPEAN MARKETS DAVID BOWERS, CHIEF GLOBAL INVESTMENT STRATEGIST 09:15 EUROPE: MARKET, SECTORS AND THE NEW ECONOMY PHILIP WOLSTENCROFT, CO-HEAD, EUROPEAN EQUITY STRATEGY PLUM SHIPTON, CO-HEAD, EUROPEAN EQUITY STRATEGY 10:00 TEA & COFFEE BREAK 10:30 TRAPS FOR THE UNWARY GARY SCHIENEMAN, DIRECTOR, COMPARATIVE GLOBAL EQUITY ANALYSIS 11:15 STYLE INVESTING MARKUS BARTH, DIRECTOR, EUROPEAN QUANTITATIVE STRATEGY 12:00 BUFFET LUNCH 13:00 INDEXATION: OPPORTUNITIES FOR OUTPERFORMANCE MICHAEL MARAS, HEAD, GLOBAL EQUITY DERIVATIVE STRATEGY 13:35 ANALYSING GLOBAL TRADING FLOWS CHRIS JACKSON, DIRECTOR, PORTFOLIO TRADING 13:55 THE IMPACT ON PERFORMANCE OF CHANGES TO INDEX FREE-FLOAT ASSUMPTIONS SILVIO LOTUFO, EQUITY DERIVATIVES RESEARCH, NEW YORK 14:30 TEA & COFFEE BREAK 15:00 EXCHANGE TRADED FUNDS BOB CHAMPNEY, VICE PRESIDENT, GLOBAL EQUITY DERIVATIVES STRATEGY 15:30 HOW EQUITY FUND MANAGERS CAN PROFIT FROM PORTFOLIO VOLATILITY MARY ANN BARTELS, SENIOR QUANTITATIVE STRATEGIST 16:00 DETERMINANTS OF PERFORMANCE & RISK, WHAT HAS CHANGED? ALAN ERSOY, VICE PRESIDENT, PORTFOLIO TRADING 16:30 END OF CONFERENCE REPLY FORM FOR THE ATTENTION OF CAROLINE EDELSTAM BURSON MARSTELLER TEL: + 46-8-440 12 23 FAX: + 46-8-440 12 01 EMAIL: CAROLINE_EDELSTAM@SE.BM.COM EUROPEAN INVESTMENT STRATEGY ROADSHOW ND MONDAY 2 OCTOBER 2000 SHERATON STOCKHOLM HOTEL & TOWERS TEGELBACKEN 6 STOCKHOLM S-10123 PLEASE PRINT CLEARLY & COMPLETE ALL SECTIONS OF THE FORM NAME: PUBLICATION : TELEPHONE: FAX: EMAIL: ND MONDAY 2 OCTOBER 2000 I WILL BE ABLE TO ATTEND THE MERRILL LYNCH PRESENTATIONS IN STOCKHOLM @ I WILL NOT BE ABLE TO ATTEND THE MERRILL LYNCH PRESENTATIONS IN STOCKHOLM @ AND I WILL BE ABLE TO ATTEND THE MERRILL LYNCH PRESS BRIEFING IN STOCKHOLM @ I WILL NOT BE ABLE TO ATTEND THE MERRILL LYNCH PRESS BRIEFING IN STOCKHOLM @ LEASE FAX / E-MAIL BACK THIS FORM AS SOON AS POSSIBLE ON AX: + E-MAIL: ------------------------------------------------------------ This information was brought to you by BIT http://www.bit.se The following files are available for download: http://www.bit.se/bitonline/2000/09/28/20000928BIT00270/bit0001.doc http://www.bit.se/bitonline/2000/09/28/20000928BIT00270/bit0002.pdf

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