Joseph Walker Speaking at The 3rd Annual Managed Account Summit

UNAPEN CEO Addresses The Managed Accounts Industry in Cambridge, MA Sept 13–14, 2004

Shelton, CT: July 9, 2004—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—is a panelist at The 3rd Annual Managed Accounts Summit on Sept 13-14, 2004 at The Hyatt Regency Cambridge, presented by Financial Research Associates, LLC. The panel discussion is entitled “Where’s the Industry Going? Key Players’ Perspectives”. See below for schedule and details.

8:30am Day Two, Tuesday, September 14, 2004
Panel Discussion: Where’s the Industry Going? Key Players’ Perspectives

2004 review and outlook for 2005
Looking at distribution channels and the likelihood of success in each
Are managed accounts always going to have only a fraction of the assets held in mutual funds?
Examining the impact of the mutual fund scandals on managed accounts: Is more regulation in the offing?
What are the true cost differences between mutual funds and managed accounts?
What are the top impediments to industry growth, and what solutions are being tried to overcome them?
Where are future pockets of industry growth?
Pricing pressures: what are current manager compensation arrangements?
Technology outsourcing: why haven’t more deals been done?
Standardization: will it really happen?

Moderator:
Charles “Chip” Roame, Managing Principal
Tiburon Strategic Advisors

Panelists:
Jennifer D. Hartmann, CIMA, Senior Vice President – Investments
Smith Barney

Kevin Osborn, Executive Vice President
Prudential Investments Managed Accounts Consulting Group

Joseph A. Walker, Managing Director & CEO
UNAPEN, Inc.

NEW THIS YEAR!
Break-out sessions for Sponsors and Managers
Closed-door interactive champagne roundtable discussions for managers,
sponsors and technology professionals
Brand-new sessions on topical issues not covered in other conferences!
A Special half-day workshop on the Economics of Managed Accounts

Just a Few of the Exciting Topics to Be Discussed:

Plenary Sessions:
Where’s the Industry Going? Key Players’ Perspectives
Next Generation SMAs and Beyond
Technology Vendor Grill
”What Do Our Customers Really Know About Managed Accounts?”
Overcoming the Technological Obstacles in Implementing MSPs and UMAs
How Do SMAs Stack-up Against: Fee-in-lieu arrangements, Broker-as-rep arrangements
and Mutual fund wraps

For Sponsors:
Effectively Positioning Your Product with Advisors
A Detailed Examination of Overlay Technology and MSPs
Effectively Integrating Alternative Assets Into Managed Accounts
Closed-door Interactive Session

For Managers:
Effective Strategies for Partnering with Wirehouses
Going Beyond the Wirehouse: Getting Assets from New Channels
Best Execution, Compliance and Trading in a Mixed SMA/Institutional Environment
Closed-door Interactive Session





Home Press Room Archives	Events Joseph Walker Speaking at The 3rd Annual Managed Account Summit UNAPEN CEO Addresses The Managed Accounts Industry in Cambridge, MA Sept 13–14, 2004 Shelton, CT: July 9, 2004—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—is a panelist at The 3rd Annual Managed Accounts Summit on Sept 13-14, 2004 at The Hyatt Regency Cambridge, presented by Financial Research Associates, LLC. The panel discussion is entitled “Where’s the Industry Going? Key Players’ Perspectives”. See below for schedule and details. Register by calling Financial Research Associates 800-280-8440 or go to www.frallc.com. Click here to read more 8:30am Day Two, Tuesday, September 14, 2004 Panel Discussion: Where’s the Industry Going? Key Players’ Perspectives 2004 review and outlook for 2005 Looking at distribution channels and the likelihood of success in each Are managed accounts always going to have only a fraction of the assets held in mutual funds? Examining the impact of the mutual fund scandals on managed accounts: Is more regulation in the offing? What are the true cost differences between mutual funds and managed accounts? What are the top impediments to industry growth, and what solutions are being tried to overcome them? Where are future pockets of industry growth? Pricing pressures: what are current manager compensation arrangements? Technology outsourcing: why haven’t more deals been done? Standardization: will it really happen? Moderator: Charles “Chip” Roame, Managing Principal Tiburon Strategic Advisors Panelists: Jennifer D. Hartmann, CIMA, Senior Vice President – Investments Smith Barney Kevin Osborn, Executive Vice President Prudential Investments Managed Accounts Consulting Group Joseph A. Walker, Managing Director & CEO UNAPEN, Inc. NEW THIS YEAR! Break-out sessions for Sponsors and Managers Closed-door interactive champagne roundtable discussions for managers, sponsors and technology professionals Brand-new sessions on topical issues not covered in other conferences! A Special half-day workshop on the Economics of Managed Accounts Just a Few of the Exciting Topics to Be Discussed: Plenary Sessions: Where’s the Industry Going? Key Players’ Perspectives Next Generation SMAs and Beyond Technology Vendor Grill ”What Do Our Customers Really Know About Managed Accounts?” Overcoming the Technological Obstacles in Implementing MSPs and UMAs How Do SMAs Stack-up Against: Fee-in-lieu arrangements, Broker-as-rep arrangements and Mutual fund wraps For Sponsors: Effectively Positioning Your Product with Advisors A Detailed Examination of Overlay Technology and MSPs Effectively Integrating Alternative Assets Into Managed Accounts Closed-door Interactive Session For Managers: Effective Strategies for Partnering with Wirehouses Going Beyond the Wirehouse: Getting Assets from New Channels Best Execution, Compliance and Trading in a Mixed SMA/Institutional Environment Closed-door Interactive Session



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