Thank you for attending TechOps11
November 17th – New York Athletic Club
A one day conference for MMI member firms designed to promote strategic discussions with peers on topics related to technology and operations. With all of the changes occurring in the industry, technology and operations groups have to adapt and react to those changes and challenges.
View the Agenda
TechOps11 Opening:
Roger Paradiso/Gary Jones - TechOps11 Opening Slides with Data (483.1 KiB)
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11:30 AM - 12:30 PM Session: Is Outsourcing being driven by the meteoric pace of change?:
Smartleaf Guide to Overlay Portfolio Management (925.2 KiB)
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12:30 Luncheon presentation – Michael F. McGovern
Michael F. McGovern (209.9 KiB)
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2:30 PM – 3:30 PM Advisory Track:
Managing Operational & Compliance Risks for Advisor-Driven Assets (410.6 KiB)
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IMCA accepts 9 CE hours (toward CIMA®/CIMC®/CPWA® certifications) for the November 17, 2011 Technology & Operations Conference. Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit. The course ID Number is 11MMI001.




