UNAPEN CEO to Speak on Two Panels at Third Annual Managed Accounts Conference

UNAPEN CEO will address “SMAs, UMAs and Beyond: Understanding the Latest Developments in the Managed Accounts Industry” on January 22, 2008 in New York City

Wallingford, CT: January 16, 2008—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—will participate in two panels during the upcoming Financial Markets World’s Third Annual Managed Accounts Conference. The panel topics are “Coping with SMA Operational Challenges” and “Integrating Managed Account and Wealth Management Platforms.”

1:15 pm, January 22
COPING WITH SMA OPERATIONAL CHALLENGES

Moderator:
Noel Friedman, CFA, Managing Director, Research Products
KLD Research and Analytics, Inc.

Panelists:
Charles Smith, Vice President, Product Development
CheckFree

Joe Walker, President
UNAPEN, Inc.

3:30 pm, January 22
INTEGRATING MANAGED ACCOUNT AND WEALTH MANAGEMENT PLATFORMS

Moderator:
Charles Smith, Vice President, Product Development
CheckFree

Panelists:
Peter Green, Senior Vice President
Wealth Management Solutions, a Division of Prudential Investments

Joe Walker, President
UNAPEN, Inc.

Jamie Waller, Chief Executive Officer
Family Wealth Report

For more information, please visit http://www.fmwonline.com/Conferences/2008/conf012208.htm

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Home In the News In the News Archives Events Events Archives	Events UNAPEN CEO to Speak on Two Panels at Third Annual Managed Accounts Conference UNAPEN CEO will address “SMAs, UMAs and Beyond: Understanding the Latest Developments in the Managed Accounts Industry” on January 22, 2008 in New York City Wallingford, CT: January 16, 2008—Joseph Walker, CEO of UNAPEN, Inc.—a Connecticut-based consulting and software firm focused on the Financial Services Industry—will participate in two panels during the upcoming Financial Markets World’s Third Annual Managed Accounts Conference. The panel topics are “Coping with SMA Operational Challenges” and “Integrating Managed Account and Wealth Management Platforms.” Click here to read more 1:15 pm, January 22 COPING WITH SMA OPERATIONAL CHALLENGES Moderator: Noel Friedman, CFA, Managing Director, Research Products KLD Research and Analytics, Inc. Panelists: Charles Smith, Vice President, Product Development CheckFree Joe Walker, President UNAPEN, Inc. 3:30 pm, January 22 INTEGRATING MANAGED ACCOUNT AND WEALTH MANAGEMENT PLATFORMS Moderator: Charles Smith, Vice President, Product Development CheckFree Panelists: Peter Green, Senior Vice President Wealth Management Solutions, a Division of Prudential Investments Joe Walker, President UNAPEN, Inc. Jamie Waller, Chief Executive Officer Family Wealth Report For more information, please visit http://www.fmwonline.com/Conferences/2008/conf012208.htm TOP OF PAGE

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