Joseph Walker Co-Leading Special Pre-Conference Workshop at the 4th Annual Managed Accounts Technology & Operations Summit

Joseph Walker Co-Leading Special Pre-Conference Workshop at the 4th Annual Managed Accounts
Technology & Operations Summit

"Perfecting Managed Account Sales and Operations—A Look Inside The Industry's Best Managed Firms" January 24–25, 2005 Sonesta Beach Resort, Key Biscayne, FL

The premier gathering specifically designed for administrators and operational officers in the SMA and MSP arenas!

Dynamic panel discussion with industry leaders assessing the fierce competition, change and technology in the managed accounts world:

Learn to maximize operation efficiencies by developing effective cost-cutting measures

Discover best practices for streamlining your systems integration

Stay abreast of ever-changing SEC compliance obligations: Understand the role of the chief compliance
officer within an SMA sponsor or advisory firm

Choose from three popular champagne roundtable closed-door discussions: One for sponsors,
one for managers, one for vendors of operational solutions (more info below)

Understand performance benchmarking and standards of excellence in back office staffing
and technology investments

Learn to utilize technology to stay nimble as a shift across the board to fee-based solutions materializes

Special two-part technology showdown — hear a comparison of technology software providers as well as
the top outsourcing companies: The best and brightest in today's competitive marketplace

Streamlining workflow: Discover how to keep it manageable

Performance measurement: Hear an AIMR-PPS standards update

Understand how to effectively improve operations and technology for MSPs

Special, Pre-Conference Workshop - Perfecting Managed Account Sales and Operations – A Look Inside The Industry's Best Managed Firms

Workshop Leaders:
Frank Campanale, formerly of Smith Barney Consulting Group
Daniel Seivert, 3C Financial Partners
Joseph Walker, UNAPEN
Steven Semple, JP Morgan Fleming Asset Management

As the managed account industry matures, the best and brightest firms have not only grown, they've grown profitably. We have assembled a dream team of speakers to share with you the formulas for success in four key areas: sales, marketing, operations and technology.

These industry experts will not only present case studies that illustrate standards of excellence and common mistakes in each of these areas, but they will also provide the best practices in the interaction of these four functional disciplines. They will review both legacy and contemporary sales and marketing practices as well as the operations and technology foundations that support these practices.

This in-depth discussion will focus on the keys to profitable growth for businesses at all stages of the life cycle, with tips, tactics and strategies that are actionable and battle-tested in the market place.

Attendees will walk away from this hard hitting workshop knowing how to better align their operations and technology infrastructure with sales and marketing. Additional topics include:

Distribution channel differences – unique costs and appropriate solutions
Measuring the cost effectiveness of sales and marketing techniques
Managing all of your "clients" not just a client portfolio
Achieving differentiation through servicing models
Identifying key players and their trends
What closed versus open architectures mean in practice
Factors that influence efficiency and ultimately margin
Measuring activity and performance and linking the two
Useful metrics to monitor and demonstrate success
Practical uses of automation / technology investment

To register call 800-280-8440 or visit www.frallc.com.





Home Press Room Archives	Events Joseph Walker Co-Leading Special Pre-Conference Workshop at the 4th Annual Managed Accounts Technology & Operations Summit "Perfecting Managed Account Sales and Operations—A Look Inside The Industry's Best Managed Firms" January 24–25, 2005 Sonesta Beach Resort, Key Biscayne, FL The premier gathering specifically designed for administrators and operational officers in the SMA and MSP arenas! Summit Highlights: Dynamic panel discussion with industry leaders assessing the fierce competition, change and technology in the managed accounts world: Learn to maximize operation efficiencies by developing effective cost-cutting measures Discover best practices for streamlining your systems integration Stay abreast of ever-changing SEC compliance obligations: Understand the role of the chief compliance officer within an SMA sponsor or advisory firm Choose from three popular champagne roundtable closed-door discussions: One for sponsors, one for managers, one for vendors of operational solutions (more info below) Understand performance benchmarking and standards of excellence in back office staffing and technology investments Learn to utilize technology to stay nimble as a shift across the board to fee-based solutions materializes Special two-part technology showdown — hear a comparison of technology software providers as well as the top outsourcing companies: The best and brightest in today's competitive marketplace Streamlining workflow: Discover how to keep it manageable Performance measurement: Hear an AIMR-PPS standards update Understand how to effectively improve operations and technology for MSPs Click here to read more Special, Pre-Conference Workshop - Perfecting Managed Account Sales and Operations – A Look Inside The Industry's Best Managed Firms Workshop Leaders: Frank Campanale, formerly of Smith Barney Consulting Group Daniel Seivert, 3C Financial Partners Joseph Walker, UNAPEN Steven Semple, JP Morgan Fleming Asset Management As the managed account industry matures, the best and brightest firms have not only grown, they've grown profitably. We have assembled a dream team of speakers to share with you the formulas for success in four key areas: sales, marketing, operations and technology. These industry experts will not only present case studies that illustrate standards of excellence and common mistakes in each of these areas, but they will also provide the best practices in the interaction of these four functional disciplines. They will review both legacy and contemporary sales and marketing practices as well as the operations and technology foundations that support these practices. This in-depth discussion will focus on the keys to profitable growth for businesses at all stages of the life cycle, with tips, tactics and strategies that are actionable and battle-tested in the market place. Attendees will walk away from this hard hitting workshop knowing how to better align their operations and technology infrastructure with sales and marketing. Additional topics include: Distribution channel differences – unique costs and appropriate solutions Measuring the cost effectiveness of sales and marketing techniques Managing all of your "clients" not just a client portfolio Achieving differentiation through servicing models Identifying key players and their trends What closed versus open architectures mean in practice Factors that influence efficiency and ultimately margin Measuring activity and performance and linking the two Useful metrics to monitor and demonstrate success Practical uses of automation / technology investment To register call 800-280-8440 or visit www.frallc.com.



Privacy Policy	©2012 UNAPEN, Inc. • 312 Research Parkway, Suite 201 • Meriden, CT 06450 Main: (203) 269-2111 • Fax: (203) 630-2622 • Sales: (203) 269-6111 or sales@unapen.com