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Second Annual
Conference
Separately
Managed Accounts
Understanding the Latest Developments in
the
Managed Accounts Industry
February 8, 2007
Bayards, New York City
(Map)
Preliminary Agenda
8:30 Breakfast with Exhibitors
9:00
Chairperson’s
Opening Remarks
Bevin Crodian,
Chief Executive
Officer
Market Street Advisors
Alois Pirker,
Senior Analyst
Aite Group
9:15
SMAs,
UMAs
and UMHs:
What Are the Challenges for
Today's
Products
and What Are the Opportunities?
Moderator:
Bevin Crodian,
Chief executive Officer
Market Street Advisors
Panelists:
Bruce Frumerman,
President
Frumerman & Nemeth
Randy Bullard,
Executive Vice President
Placemark Investments
Austin Page,
Chief Corporate Strategist
U.S. Fiduciary Services
10:00
Overlay Management: Approaches & Supporting
Technologies
Moderator:
Randy Bullard,
Executive Vice President
Placemark Investments
Panelists:
Gerard Michael,
President & CEO
Smartleaf
Russ Hovanec,
Senior Vice President, Business Development
Northfield Information Services
Robert Klapprodt,
President
Vestmark
10:45 Refreshment Break with Exhibitors
11:15
The evolution to
UMAs
and UMHs: What are the
Ramifications for Sponsors, Funds, Providers
and
Brokers?
Moderator:
Jamie Waller,
Chief Executive officer
Family Wealth Report
Panelists:
Vincent J. Lepore,
Vice President, Product Manager SMA/UMA
HSBC Investments (USA) Inc.
Chandresh Iyer,
Managing Director of Global Transaction
Services
Citigroup
Robert Klapprodt,
President
Vestmark
11:45
Applying Technology to Achieve
Maximum Efficiency
and
Regulatory/Reporting Control
Moderator:
Evan Schulman,
Co-founder & Chairman
Upstream Technologies
Panelists:
Richard Marshall,
Partner
Kirkpatrick & Lockhart Nicholson Graham
John M. Bosley,
Chief Operating Officer
Bonaire Software Solutions, LLC
Mike McGowan,
SMA Program Manager
ADVISORport Inc.
Venkat Malla,
Vice President, Product Management
Volante Technologies, Inc.
12:30 Luncheon with Exhibitors
1:15
Coping with SMA
Operational Challenges
Moderator:
Joe
Walker, President
UNAPEN, Inc.
Panelists:
Gerard Michael,
President & CEO
Smartleaf
Seth Johnson,
Chief Executive Officer
Redi2 Technologies, Inc.
Charles Smith,
Vice President, Product Development
CheckFree
2:00
The Outsourcing Boom: Is it Hype or Are There Tangible,
Measurable Benefits?
Moderator:
Scott MacKillop,
President
Frontier Asset Management
Panelists:
Tom McKee,
Senior Vice
President
State Street Wealth Manager Services
J. Gibson Watson, III,
President
Prima Capital Holding, Inc.
2:45
Best
Practices for Trade Execution in the SMA
Vincent J. Lepore,
Vice President, Product Manager SMA/UMA
HSBC Investments (USA) Inc.
Joe
Walker, President
UNAPEN, Inc.
3:15
Refreshment Break with Exhibitors
3:30
Integrating Managed Account and Wealth
Management
Platforms
Moderator:
Alois Pirker,
Senior
Analyst
Aite Group
Panelists:
Peter Green,
Senior Vice President
Prudential Investments
Kenneth S. Bigel,
Ph.D.,
Principal
K. S. Bigel &
Associates
Hilary Fiorella,
Vice President
CheckFree
4:00
Managing
Emerging Asset classes in the SMA
Moderator:
Margaret Doherty, CFA,
Vice President,
Investments and Manager
Relations, Managed Accounts Consulting Group
Prudential Investments
Panelists:
Tanya Amaya,
Ass't Vice President
Bank of New York
Brian M. Bader,
Senior Vice President
U.S. Trust Company
& the Excelsior Funds
Thomas DiBari, CIMA, AIF,
Senior Vice President
Pacific Income Advisors
4:30
Conference Adjourns |
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