THE Premiere Managed Accounts Gathering in the U.S.!

Download the
latest agenda

September 27^th-28^th, 2010       |        The Princeton Club, New York City

Join us in New York City for our 8th Annual Managed Accounts & Investment Solutions Summit, which will cover ALL the topics influencing the industry today. This Summit will give you the inside information you’re looking for to succeed in the year ahead.

Key topics to be discussed this year include:

• Wirehouses vs. independents: key comparisons & issues
• The industry’s most hotly-debated topics
• A three-part marketing/sales discussion on today’s prominent strategies for rebuilding trust, dealing with confusion in the industry, training advisors and brokers, and adjusting your strategies for success
• A spirited wirehouses vs. independents debate: Pros & cons of each
• An up-to-the-minute discussion on fiduciary oversight and its effects on technology
• A meticulous look at technology products & systems in a world of consolidation
• An extensive DTCC update

Two concurrent tracks will cover everything you need to know for investment solutions and will deliver a thorough examination of all technology & operation strategies.

Track A: Investment Solutions

• Designing solutions to attract & retain clients
• Construct a solid UMA program
• Analyze UMH traction: Sustainable investment or hype?
• Delivering tax efficient investment solutions using UMAs

• Complying with cost basis reporting requirements
• Smart outsourcing vs. do-it-yourself and other cost-cutting strategies
• Mastering managed account technology integration
• The finest best execution and trade rotation strategies

Sponsorship and Exhibit Opportunities Now Available!

Enhance your marketing efforts through sponsoring a special event or exhibiting your product at this event. We can design custom sponsorship packages tailored to your marketing needs, such as a cocktail reception or custom-designed networking event.

To learn more about sponsorship opportunities, please contact Kevin Weigel at 704-341-2448 or kweigel@frallc.com.

This event is geared towards sponsors, managers and technology providers. Register now to reserve your spot by calling Kathie Eberhard at 704-341-2439, or email keberhard@frallc.com.

Rave reviews from past attendees!

“Excellent--covers relevant topics. Great speakers—most speakers encouraged interaction and were available for questions. Excellent networking opportunities”

“Terrific forum for sharing real world solutions to issues and ways to address today’s opportunities.”

“Good, broad-based presentations & discussions on the many aspects of the SMA industry.”

“Great representation from the industry. Very good speakers”