Preliminary Agenda
8:30 Breakfast with Exhibitors
9:00
Chairperson’s
Opening Remarks
Current
Trends in Managed Accounts
Bevin Crodian,
Chief Executive
Officer
Market Street Advisors
9:15
SMAs,
UMAs
and UMHs:
What Are the Challenges for
Today's
Products
and What Are the Opportunities?
Moderator:
Bruce
Frumerman, President
Frumerman & Nemeth Inc.
Panelists:
Matt Schott, Vice President, Product Development
Placemark Investments
Bill Crager, President
Envestnet Asset Management
Margaret
Doherty, CFA,
Vice
President, Investments and
Manager Relations
Prudential
Investments, Managed Accounts Consulting Group
10:00
Overlay Management: Approaches, Evaluation and
Supporting
Technologies
Moderator:
Russ
Hovanec,
Senior
Vice President
Northfield Information Services
Panelists:
Gerard Michael,
President & CEO
Smartleaf
David Quirk,
Management Consultant
Citisoft
Christopher Stewart,
Director of Client Services
Softpak Financial
Systems
10:45 Refreshment Break with Exhibitors
11:00
The evolution to
UMAs
and UMHs: What are the
Ramifications for Sponsors, Funds, Providers
and
Brokers?
Moderator:
Gerard Michael,
President & CEO
Smartleaf
Panelists:
Vincent
J. Lepore,
Product Manager SMA/UMA
HSBC Investments (USA) Inc.
Andrew Clipper, Director, Asset Manager Solutions,
Securities and
Fund Services
Citi Markets & Banking
11:30
Applying Technology to Achieve
Maximum Efficiency
and
Regulatory/Reporting Control
Richard Marshall,
Partner
Ropes & Gray
12:00
Billing and Reconciliation Issues for UMAs
Moderator:
Steve Boyle,
Vice President -
Senior Product Specialist
JPMorgan Managed Account Solutions
Panelists:
John M. Bosley,
Chief Operating
Officer
Bonaire Software Solutions, LLC
12:30 Luncheon with Exhibitors
1:15
Coping with SMA
Operational Challenges
Moderator:
Noel Friedman, CFA,
Managing Director,
Research Products
KLD Research and Analytics, Inc.
Panelists:
Charles Smith, Vice President, Product Development
CheckFree
Joe Walker, President
UNAPEN, Inc.
2:00
The Outsourcing Boom: Is it Hype or Are There Tangible,
Measurable Benefits?
Moderator:
Esteban Herrera,
Senior Vice President
BSG Concours
Panelists:
Thomas M. McKee, Senior Vice President
Boston Financial Data Services
J. Gibson Watson, III, CIMA, President
Prima Capital
Holding, Inc.
Renee Bowen, Senior Vice President
ADVISORport, Inc.
2:45
Realistic Performance Reporting for
Investors
and
Sponsors
Moderator:
Jamie Waller,
Chief Executive
Officer
Family Wealth Report
Panelists:
Rebecca O'Brien
Radford,
Associate
Kirkpatrick & Lockhart Preston Gates Ellis LLP
3:15
Refreshment Break with Exhibitors
3:30
Integrating Managed Account and Wealth
Management
Platforms
Moderator:
Charles Smith, Vice President, Product Development
CheckFree
Panelists:
Peter Green,
Senior Vice
President
Wealth Management Solutions, a Division of Prudential Investments
Joe Walker, President
UNAPEN, Inc.
Jamie Waller,
Chief Executive
Officer
Family Wealth Report
4:00
Managing
Emerging Asset Classes in the Managed Account
John Harris,
Senior Vice
President
Envestnet Asset Management
Tanya Amaya, Assistant Vice President
The Bank of New York
4:30
Conference Adjourns
