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 Agenda File Size: 166.5 KB Please continue reading to see the conference presentations.

Managed Accounts Solutions: Moving Forward with MMI Standards and The DTCC Platform Meeting Agenda File Size: 30.6 KB

Alternatives: Strategies, Sourcing And Intermediary Perspective – What’s Ahead? June 21, 2007 New York Agenda File Size: 118.2 KB

Legal and Regulatory Affairs Conference for General Counsels and Chief Compliance Officers Warwick Hotel June 7, 2007 New York, NY Agenda File Size: 153.4 KB

Building the Bridge Between Today’s Advisors and Tomorrow’s Challenges May 2-3, 2007 in Washington, DC Click continue reading to view the conference presentations.

Managed Account Solutions for Banks: The Road to Change March 27-28, 2007 Hyatt Regency Grand Cypress, Orlando FL Agenda and Registration

January 24-25, 2008 Co-Chairs: Jennifer Abate and Jay Link Sanibel Harbour Resort, FL Register Now

March 18-19, 2008 Co-Chairs: Frank Campanale and Roger Paradiso Westin Copley Plaza, Boston Agenda

When: June 17, 2008 Co-Chairs: Joyce Kramer, Daniel Moonay and Steve Stone The Yale Club of New York City, Save the Date! Rooms available at the Roosevelt Hotel, $319 888-833-3969 Agenda & Registration

The MMI Vendor Industry Information Seminar When: December 6th 2006 Where: The Yale Club of New York City Information and Registration File Size: 24.9 KB Gary Jones presentation File Size: 4.3 MB Update from the Standards Committee File Size: 1.4 MB DTCC and Citigroup panel File Size: 1.9 MB