2006 Workshop
Separately Managed Accounts
May 2, 2006
Holiday Inn Select Government Center, Boston
(Map)
Preliminary Agenda
8:30 Breakfast with Exhibitors
9:00
Chairperson’s
Opening Remarks
Denise Valentine,
Senior Analyst, Securities & Investments
Group
Celent LLC
9:15
Opening
Roundtable: What Are the Challenges to
Managing SMAs
and What Are the Opportunities?
Moderator:
Denise Valentine,
Senior Analyst, Securities & Investments
Group
Celent LLC
Panelists:
Bevin Crodian,
Chief Executive Officer
Market Street Advisors
Holly Miller,
Senior Vice President
Citisoft
Austin Page,
Chief Operating Officer
U.S. Fiduciary Services
10:15
overlay Management: Do the Benefits Out-Weigh the Risks?
Moderator:
Vincent Lepore,
Associate Director
Navigant Consultants
Panelists:
Lisa Harrington,
Vice President, Business Development
Placemark Investments
Gerard Michael,
President & CEO
Smartleaf
Robert Klapprodt,
President
Vestmark
11:00 Refreshment Break with Exhibitors
11:15
Operational and Regulatory Standards
for Separately
Managed
Accounts
Moderator:
Rebecca O'Brien Radford,
Associate
Kirkpatrick & Lockhart Nicholson Graham LLP
Panelists:
Joe Walker,
President
UNAPEN, Inc.
Frank Dos Santos,
Director, Complex Structures/Securities
Evaluations
Standard & Poor's
11:45
Applying Technology to Achieve
Maximum Efficiency
and
Regulatory/Reporting Control
Moderator:
Evan Schulman,
Co-founder & Chairman
Upstream Technologies
Panelists:
Todd Christy,
Chief Technology Officer
Pyxis Mobile
Hilary Fiorella,
Vice President
CheckFree Investment Services
12:30 Luncheon with Exhibitors
1:15
Coping with SMA
Operational Challenges
Moderator:
Matthew Schott,
Senior Analyst
TowerGroup
Panelists:
Gerard Michael,
President & CEO
Smartleaf
Austin Page,
Chief Operating Officer
U.S. Fiduciary Services
Joe Walker,
President
UNAPEN, Inc.
2:00
The Outsourcing Boom: Is it Hype or Are There Tangible,
Measurable Benefits?
Moderator:
Holly Miller,
Senior Vice President
Citisoft
Panelists:
Christian Bolanos,
Vice President
Bisys Investment Services
Stephen A. Boyle,
Director, Managed Accounts
JP Morgan Managed Account Solutions
Thomas McKee,
Senior Vice President, Wealth Management Services
State Street
2:45
Best
Practices for Trade Execution
Bill Conlin,
Executive Vice
President
Abel/Noser
3:15 Refreshment Break with Exhibitors
3:30
Tax Strategies for Separately Managed
Accounts
Dan diBartolomeo,
President
Northfield information Services, Inc.
Craig Haber,
Tax Partner
Grant Thornton
4:00
Managing
Emerging Asset classes in the SMA
Julio Lugo,
Vice President
The Bank of New York
4:30 Conference Adjourns
