The 10th Annual Managed Accounts & UMA Summit

Venue: The Harvard Club

Location: Boston, Massachusetts, United States

Event Date/Time: Sep 13, 2012 End Date/Time: Sep 14, 2012
Report as Spam

Description

Attend the one Managed Accounts/UMA Conference you simply can't miss!

Top Reasons to Attend:
-Hear from the top minds in the industry on the latest innovations in portfolio construction
-Discover how managers are incorporating alternatives into 40-Act structures
-Uncover the trading and sleeve conversion nuances of using fixed income, ETF and mutual fund sleeves
-Take a closer look at the pros and cons of using rep-as-PM and rep-as-advisor programs
-Learn best practices to train advisors to capture and retain market share
-Dispel your uncertainties about various approaches to overlay management
-Hear all about platforms and how they are developing and positioning products and services today
-Get a current DTCC hub update
-Prepare for the regulation blitz about to hit the industry
-Overcome the challenges of fees, assets and performance reporting in the UMA model

Venue

374 Commonwealth Avenue
Boston
Massachusetts
United States
MORE INFO ON THIS VENUE