MMI Managed Account Solutions [Event Over]
Managed Account Solutions 2005
Please continue reading to see the conference presentations.
Wednesday, October 19, 2005
1:30 PM Opening Keynote Speaker
Matt Schott, Senior Analyst, TowerGroup
2:15 PM Identifying the Challenges with UMAs
John Wren, Product Director, Lockwood
4:00 PM Breakout Sessions 1: Presenting Performance for SMAs
James Hollis, Managing Director, Cutter Associates
Iain McAra, Vice President, JP Morgan
Diane Robertson, Director, Citigroup Asset Management
John Forst, Assistant General Counsel, Lord Abbett
4:00 PM Breakout Sessions 2: Standardizing SMA Data
Liz Conklin, Senior Vice President, Managers Investment Group LLC
Thursday, October 20, 2005
9:30 AM All UMAs Are Not Created Equally- Start with the Structure
Curt Overway, President of Managed Portfolio Advisors, IXIS Asset Management
Randy Bullard, President, Placemark Investments
11:15 AM Compliance Issues