Register

Event Location

Exhibit

 

 

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

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

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
               John M. Bosley, Chief Operating Officer
               Bonaire Software Solutions, LLC

12:00    Billing and Reconciliation Issues for UMAs
               Moderator:
                      Steve Boyle, Vice President - Senior Product Specialist
                JPMorgan Managed Account Solutions

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

  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
               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:
                 Hilary Fiorella, Vice President
                 CheckFree
               Panelists:
                 Peter Green, Senior Vice President
                 Wealth Management Solutions, a Division of Prudential Investments

  4:00    Managing Emerging Asset classes in the SMA
               John Harris, Senior Vice President
               Envestnet Asset Management
               Tanya Amaya, Assistant Vice President
               The Bank of New York

  4:30    Conference Adjourns