The 5th Annual Managed Accounts Summit

Venue: The Pointe South Mountain Resort

Location: Phoenix, Arizona, United States

Event Date/Time: Sep 11, 2006 End Date/Time: Sep 12, 2006
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With more than 50 speakers from all facets of the industry, many new and exciting topics and numerous networking opportunities, this event will provide you with all the key information you'll need to prosper in the SMA world this coming year.


Learn inside information on what managers are doing with their business models, prospects for growth and profitability, and data on the costs of sales and marketing
Compare and contrast SMAs with mutual funds, ETFs and hedge funds in terms of pricing, tax benefits, profit expectations and more
Determine the outlook for SMAs in the retirement markets and bank channels
Understand new innovations in the SMA world including using long/short investments in an SMA platform
Discuss how money managers can profit from the growth in MSPs and UMAs
Find out how customization is and isn’t working in the SMA world
Attend a special track devoted exclusively to the key issues in UMAs and MSPs
Uncover some of the secrets to successfully integrating your brokerage and trust business
Find out what’s behind the talk about Unified Managed Household Accounts
Assess what’s been learned in outsourcing over the past year
Ensure you’re in compliance with the most pressing regulatory issues affecting your SMA business
Hear from five different perspectives about the MMI standardization efforts
Assess your prospects for growth and profitability in the SMA market in the next year
Hear all about the outlook for broad distribution of SMAs into the retail and retirement markets
Discover how hedge funds and alternative investments are being incorporated into SMAs
Prepare yourself for the evolution of the MSP/UMA arena
Determine the crucial cost, pricing and billing considerations in offering a MSP product
Uncover the issues, challenges and solutions in integrating the trust and brokerage businesses
Get a grasp of the distribution opportunities for UMAs and UMHAs
Learn how new technology is impacting the front, middle and back office—and which might be right for you
Take a look at new areas of outsourcing opportunity
Get an up-to-the-minute report on the MMI standardization efforts