Fourth Annual Managed Accounts Conference

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Fourth Annual Managed Accounts Conference

Managing Cost and Risk in a Volatile Market

Event Location

Exhibit

January 14, 2009, New York City
7 CPE Credits

Preliminary Agenda

08:30 Registration and Breakfast with Exhibitors

9:00 Chairperson's Opening Remarks
Holly Miller, Partner, Stone House Consulting, LLC

9:15    2009 and Beyond: What Lies Ahead?
                  Bruce Frumerman, President, Frumerman & Nemeth Inc. (Moderator)
                   Holly Miller, Partner, Stone House Consulting, LLC
                  Victor L. Zimmermann, Partner, Curtis, Mallet-Prevost, Colt & Mosle LLP

10:00   Managing Cost and Risk in Light of Increasing Product Complexity:
                 Current Solutions and Planning for Growth
                   Peter Braden, Senior Consultant, Smart Consulting, LLC (Moderator)
                   John Bosley, Chief Operating Officer, Bonaire Software Solutions, LLC
                   Logan Allin, Director, PricewaterhouseCoopers LLP
                   Joseph Mrak, President & CEO, Folio Dynamix

10:45 Refreshment Break with Exhibitors

11:00    SMA and Traditional Separate Accounts – Taking a Holistic View (Front-, Middle-
                 and Back-office) at Investment Management firms
                    Bruce Frumerman, President, Frumerman & Nemeth Inc. (Moderator)
                    David Quirk, Management Consultant, Citisoft
                    Sanjai Taneja, Senior Principal, InfoSys Banking & Capital Markets

11:30    Dual-contract Business: Managing the Infrastructure and Expense of
                 Institution-like Operations for SMA Fees
                    Andrew Clipper, Director, Citi Markets & Banking (Moderator)
                    Aaron Schumm, Senior Vice President, Folio Dynamix
                    Sally Case, Vice President, Director of Operations, Nuveen Investments

12:15    Making SMA Feel Like Private Banking: Providing Premium Services for SMA Fees
                    Justin VanTil, Vice President, Smartleaf (Moderator)
                    Bruce Frumerman, President, Frumerman & Nemeth Inc.
                    Jamie Burstell, Director, PricewaterhouseCoopers LLP

12:45 Luncheon with Exhibitors

1:45    Relative Returns or Liability Matching? Does Relative Performance Still Matter
                 or do We Need a New Approach to Risk Profiling and Asset Allocation?
                    Jamie Waller, CEO, Family Wealth Report (Moderator)
                    Vincent Lepore, VP, Product Manager SMA/UMA, HSBC Global Asset Management (USA) Inc

2:30    Managing the Trading Process in the SMA: Best Execution; Fixed Income
                 Trading, Performance Differences with SMA Manager vs. Overlay Manager
                    Richard Marshall, Partner, Ropes & Gray LLP (Moderator)
                    Andrew Clipper, Director, Citi Markets & Banking (Moderator)
                    Vincent Lepore, VP, Product Manager SMA/UMA, HSBC Global Asset Management (USA) Inc

3:15 Refreshment Break with Exhibitors

3:30    Alternative and Non-US Securities in SMA Accounts: Issues and Solutions
                    David Quirk, Management Consultant, Citisoft (Moderator)
                    Aaron Schumm, Senior Vice President, Folio Dynamix
                    Muthukumar Krishnan, Senior Principal, InfoSys Banking & Capital Markets

4:00   Performance Attribution: Is there Value Added for the Underlying Client,
                 the Sponsor and the Investment Manager?
                    Jamie Waller, CEO, Family Wealth Report (Moderator)
                    Todd Brunskill, FirstRate.com
                    Margaret Paradis, Partner, Baker & McKenzie, LLP

04:45 Conference Adjourns