Financial Markets World

presents

Fourth Annual Boston Managed Accounts Conference
SMAs, UMAs and Beyond:
Understanding the Latest Developments in the
Managed Accounts Industry
 April 22, 2008, New York City

See Agenda             Register             Exhibit Opportunities

One Week Left to Register

The rapid evolution of SMAs and UMAs has left many investment managers and sponsors scrambling to upgrade their infrastructures, even while others look to see whether outsourcing is a more efficient method. Still others are finding that, for them, combining the two approaches or bringing an external solution in-house works best.

This conference is your opportunity to join your colleagues and hear about the latest tools and strategies for managing SMAs. The topics, selected with input from FMW's clients, include:

t Current Trends in Managed Accounts
t SMAs, UMAs and UMHs: What Are the Challenges for
   Today's Products and What Are the Opportunities?
t Overlay Management: Approaches, Evaluation and
   Supporting Technologies
t The Evolution of UMAs and UMHs: With the Convergence
   of the Banks and Brokerages, Are These Products,
   Processes, or Both?
t Applying Technology to Achieve Maximum Efficiency and
   Regulatory/Reporting Control
t Billing and Reconciliation Issues for UMAs
t Coping with SMA Operational Challenges
t The Outsourcing Boom: Is it Hype or Are There Tangible,
   Measurable Benefits?
t Realistic Performance Reporting for Investors and Sponsors
t Integrating Managed Account and Wealth Management
   Platforms
t Managing Emerging Asset Classes in the Managed Account