Navigating Your Managed Account Solutions Business in a Maturing Industry
October 18-19, 2007
Co-Chairs: Jim Tracy and Donna Winn
The Roosevelt Hotel, New York City
Please continue reading to see the conference presentations.
Thursday, October 18
1:15PM – Managed Account Solutions Landscape: How Today’s Surging M&A Activity Will Impact Our Industry
Don Putnam, Managing Partner, Grail Partners, Inc.
2:30PM – Model Driven Portfolio Programs: What are the Implications for Managers & Sponsors?
Jean Sullivan, Managing Principal, Dover Financial Research
Friday, October 19
10:30AM – MMI Flash Update: News on the Message Standards Effort
Gary Jones, Vice President for Industry Operations, MMI
12:15PM – Keynote Speech
Dr. Jerry Webman, Ph.D., CFA, Senior Investment Officer, Chief Economist, OppenheimerFunds, Inc.
