MMI 2006 Annual Convention [Event Over]
The Next Wave of Growth: Are You Ready?
Westin Copley Place, Boston
March 15-16, 2006
2006 SMA Industry & Convention Update
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Wednesday, March 15
1:00 PM Welcome and Opening Remarks
Mark Pennington, Chairman of the Board of Governors, The Money Management Institute
1:30 PM Industry Update: Manager & Sponsor Perspective
Neil Bathon, President, Financial Research Corporation
Jean Sullivan, Principal, Dover Financial Research
2:30 PM Generational Demographic Trends: How Should Wealth Managers/Advisors React
Marilyn Moates Kennedy, Managing Partner, Career Strategies
3:45 PM Breakout Sessions
How to Negotiate the New SMA Guidance Statement Maze
John Forst, Deputy General Counsel, Lord Abbett & Co., Chair, MMI CFA Institute Liaison Committee
Michael Caccese, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP
Driving Assets in the Bank Channel - Developing Sales Programs That Work
Warren Posner, Senior Vice President, Head of Product Development, Commerce Capital Markets
Sponsor & Manager Agreements - What you Need to Know
George Magera, Partner, Reed Smith
Thursday, March 16
9:30 AM Managed Investment Solutions: The Next Wave of Growth
Lee Chertavian, Chairman & CEO, Placemark Investments, Inc.
Len Reinhart, President, Lockwood, A Service of Pershing
John K. Hillman, President & CEO Philadelphia Financial Group
Rick Spillane, President, Strategic Advisers, Fidelity Investments