Unified Managed Accounts

October 24, 2006
Bayards, New York City (Map)

   

Preliminary Agenda

8:30      Registration and Breakfast

9:00      Chairperson’s Opening Remarks
             Introduction to Unified Managed Accounts

9:15      Opening Roundtable
             What are the Challenges to Managing UMAs and
             What are the Opportunities?
              
10:00    Overlay Management: Do the Benefits Outweigh the Risks?

10:45    Refreshment Break

11:00    Outsourcing: Is it Hype or Are There Tangible,
             Measurable Benefits?

11:45     Compliance Issues for the Unified Managed Account

12:15    Luncheon

1:15      Coping with UMA Operational Challenges

2:00      Applying Technology to Achieve Maximum Efficiency
             and Regulatory/Reporting Control

2:45      Refreshment Break with Exhibitors

3:00      Tax Strategies for the UMA

3:45      UMA Future Trends and Emerging Asset Classes

4:30      Conference Adjourns