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:
Sean
Cunniff,
Senior Analyst
Tower Group
Panelists:
Lisa Harrington, Vice President
Placemark Investments
Bill Crager, President
Envestnet Asset Management
Heather Garland,
Director
Prudential
Investments, Wealth Management Solutions
10:00
Overlay Management: Approaches, Evaluation and
Supporting
Technologies
Moderator:
Russ
Hovanec,
Senior
Vice President
Northfield Information Services
Panelists:
David Quirk,
Management Consultant
Citisoft
Alois Pirker,
Senior Analyst
Aite Group
10:45 Refreshment Break with Exhibitors
11:00
The evolution of UMAs and UMHs: With the convergence
of the
banks and brokerages, are these products,
processes, or both?
Moderator:
Justin van Til,
Vice President, Business Development
Smartleaf
Panelists:
Walter
Makarocha,
Managing Director
Odyssey Financial Technologies, Inc.
Logan Allin,
Financial Services Advisory
PricewaterhouseCoopers, LLP
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,
COO
Bonaire Software Solutions
Panelists:
John M. Bosley,
Chief Operating
Officer
Bonaire Software Solutions, LLC
Liz Conklin,
Managing Director
Westlakes Consulting
Seth Johnson, COO
Redi2 Technologies, Inc.
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:
Peter Braden, CAIA, CIMA,
Consultant
SMART Consulting, LLC
Cheryl Nash, Senior Vice President
CheckFree
2:00
The Outsourcing Boom: Is it Hype or Are There Tangible,
Measurable Benefits?
Moderator:
Thomas Steinthal,
Managing Director, Financial
Services
BSG Alliance Corporation
Panelists:
J. Gibson Watson, III, CIMA, President
Prima Capital
Holding, Inc.
John Barun, President and CEO
Capital Markets Consulting
David Eral,
Director of Business Development
Prima Capital Holding Inc.
2:45
Realistic Performance Reporting for
Investors
and
Sponsors
Moderator:
Jamie Waller,
Chief Executive
Officer
Family Wealth Report
Panelists:
Rebecca O'Brien
Radford,
Partner
Kirkpatrick & Lockhart Preston Gates Ellis LLP
Todd Brunskill, Managing Director
First Rate
3:15
Refreshment Break with Exhibitors
3:30
Integrating Managed Account and Wealth
Management
Platforms
Moderator:
Cheryl Nash,
Senior Vice President
CheckFree
Panelists:
Jamie Waller,
Chief Executive
Officer
Family Wealth Report
Sanjay Taneja,
Senior Principal, Banking & Capital Markets
InfoSys Technologies Limited
4:00
Managing
Emerging Asset Classes in the Managed Account
Kip Weese,
Vice
President
Envestnet Asset Management
Tanya Amaya, Assistant Vice President
The Bank of New York
4:30
Conference Adjourns
