Tag: plan sponsors

September 29, 2004 David Gemma No comments exist

This Year – Managed Account Solutions: New Standards for the Next Generation October 20-21, 2004 Roosevelt Hotel, NY, NY

Shelton, CT: September 29, 2004—Senior executives from money managers, sponsor firms, and solution vendors are gathering at in NYC Oct 20-21, 2004 for the annual Fall MMI conference. UNAPEN, Inc. will be presenting a suite of products and services that address the areas that are essential to success in the SMA market:

Distribution Channel Management
Sales Tracking
Relationship Management

This year’s Managed Account Solutions conference will address the following:

Operating economics of SMA’s
The impact of evolving platforms on managers and sponsors
The future role of UMA’s and Alternative investments

Below is a summary of the sessions, go to http://mminst.org/ for details.

Day One, Wednesday Oct 20, 2004

1:30pm — State of the Separately Managed Account Industry
2:30pm — Improving the Profitability of Managed Account Businesses
3:30pm(1) — Unified Managed Accounts – How much of an innovation are they?
3:30pm(2) — The Role of Alternative Investments – What should you expect?
4:30pm — The Operational Impact of New Products: A sponsor and manager perspective

Day Two, Thursday Oct 21, 2004

9:30am — The Evolution of Sponsor Platforms
11am — Best in Class Operating Models for Managers
1:30pm(1) — The Operational Fallout of Legal & Regulatory Change
1:30pm(2) — Implementing AIMR/Gold GIPS Standards
3:00pm — General Session: The Client Experience, Reinvented