Keynote Speakers to Address Global Politics, History and Entrepreneurship at Schwab's IMPACT(R) 2008

Madeleine Albright to Give Closing Keynote Address at Leading Conference for Independent Investment Advisors

Tuesday, June 10, 2008 7:00 am PDT



Public Company Information:


SAN FRANCISCO--(BUSINESS WIRE)--Schwab Institutional, a leading provider of custodial, operational and trading support for independent fee-based investment advisors, today announced the keynote speaker line-up for IMPACT® 2008. IMPACT 2008 will be held September 23-26 at the Georgia World Congress Center in Atlanta, Georgia.

The Honorable Madeleine K. Albright, the 64th Secretary of State of the United States and first female in that role, will be the closing speaker on Friday, September 26. Dr. Albright will speak about her life as a refugee and her rise to become one of the world's most powerful women. She will sketch a vivid portrait of her years as Secretary of State and offer candid descriptions of foreign leaders she encountered throughout the world. She will discuss Americas current role in the world, the effect of strife on the global economy, current regional conflicts, the future of democracy, and the challenge of ensuring security and building peace.

In addition to Dr. Albright, other keynote speakers at IMPACT 2008 will address various relevant topics for advisors, including entrepreneurship, leadership, retirement and the economy. These speakers will include:

  • Ken Dychtwald, best-selling author and president and CEO of Age Wave, will discuss a new landmark study sponsored by Schwab that compares different generations' opinions and attitudes regarding the rapidly changing landscape of retirement in America today.
  • David McCullough, renowned biographer, historian and television host, will discuss what history has taught us about leadership.
  • Ted Turner, the vocal founder of CNN and WTBS who is also well known for his charitable endeavors, will offer an entrepreneurial perspective on the environment, poverty and childrens health. He will be interviewed by Sir Harold Evans, editor at large of The Week Magazine and author of the critically acclaimed They Made America: From the Steam Engine to the Search Engine: Two Centuries of Innovators.

In addition, Charles Schwab Chief Investment Strategist Liz Ann Sonders and Stanford Washington Research Group Chief Political Strategist Gregory Valliere will discuss their economic and political outlooks for the coming year in advance of the Presidential election.

The years conference theme is Activate Your Network and will also feature a number of additional presentations by business and industry leaders, remarks by Schwab senior executives, information about products and services from more than 300 exhibitors, and more than 60 informative educational sessions on a wide range of topics, including investment strategies and tools, practice management, technology, operational and business solutions, human capital, and the latest market trends affecting the investment advisor industry.

About Schwab Institutional

Schwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. Since 1987, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. As of March 31, 2008, client assets custodied with Schwab Institutional stood at $569.7 billion. These assets, managed by the approximately 5,500 independent advisor firms Schwab Institutional currently serves, represent approximately 40 percent of total client assets custodied with The Charles Schwab Corporation. Schwab Institutional is a division of Charles Schwab & Co., Inc.

About Charles Schwab

The Charles Schwab Corporation (Nasdaq:SCHW) is a leading provider of financial services, with more than 300 offices and 7.2 million client brokerage accounts, 1.3 million corporate retirement plan participants, 332,000 banking accounts, and $1.4 trillion in client assets as of April 30, 2008. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Schwab Institutional division. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. More information is available at (0608-0851)

Third party speakers are not affiliated with or employed by Charles Schwab & Co., Inc.


Charles Schwab
Lindsay Tiles, 415-667-3997

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