UNAPEN CEO will address the Managed Accounts Industry in Coral Gables, Florida on January 23rd, 2006
Wallingford, CT: January 23-24, 2006—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—will be a speaker on a panel at the FRA Annual Managed Accounts Technology & Operations Summit on January 23rd, 2006 at The Biltmore Hotel in Coral Gables, Florida presented by Financial Research Associates, LLC. The discussion is entitled “Streamlining Workflow: Is It Manageable”. See below for schedule and details.
4:45 PM, Monday, January 23rd, 2006
Streamlining Workflow: Is It Manageable
- Effectively dealing with the lack of standardization in the industry
- Improving communications and sponsor platforms
- Improving trading, execution, trade settlement, and accounting
- Document Management
Panelists:
Joseph A. Walker, Managing Director & CEO
UNAPEN, Inc.
Walter Makarucha VP, SMA Network
CHECKFREE
Mary Gentempo
AIM PRIVATE ASSET MANAGEMENT
Stephen DeAngelis, SVP, Managed Account Services
PFPC MANAGED ACCOUNT SERVICES
Moderator:
Margaret K Klasen, Managed Products Operations Manager, Assistant Vice President
WELLS FARGO INVESTMENTS, LLC
For more information visit: www.frallc.com