UNAPEN Exhibiting at The Annual Money Management Institute 2004 Fall Conference

This Year - Managed Account Solutions: New Standards for the Next Generation October 20-21, 2004 Roosevelt Hotel, NY, NY

Shelton, CT: September 29, 2004—Senior executives from money managers, sponsor firms, and solution vendors are gathering at in NYC Oct 20-21, 2004 for the annual Fall MMI conference. UNAPEN, Inc. will be presenting a suite of products and services that address the areas that are essential to success in the SMA market:

Operating economics of SMA’s

The impact of evolving platforms on managers and sponsors

The future role of UMA’s and Alternative investments

Day One, Wednesday Oct 20, 2004

1:30pm — State of the Separately Managed Account Industry
2:30pm — Improving the Profitability of Managed Account Businesses
3:30pm(1) — Unified Managed Accounts – How much of an innovation are they?
3:30pm(2) — The Role of Alternative Investments – What should you expect?
4:30pm — The Operational Impact of New Products: A sponsor and manager perspective

Day Two, Thursday Oct 21, 2004

9:30am — The Evolution of Sponsor Platforms
11am — Best in Class Operating Models for Managers
1:30pm(1) — The Operational Fallout of Legal & Regulatory Change
1:30pm(2) — Implementing AIMR/Gold GIPS Standards
3:00pm — General Session: The Client Experience, Reinvented





Home Press Room Archives	Events UNAPEN Exhibiting at The Annual Money Management Institute 2004 Fall Conference This Year - Managed Account Solutions: New Standards for the Next Generation October 20-21, 2004 Roosevelt Hotel, NY, NY Shelton, CT: September 29, 2004—Senior executives from money managers, sponsor firms, and solution vendors are gathering at in NYC Oct 20-21, 2004 for the annual Fall MMI conference. UNAPEN, Inc. will be presenting a suite of products and services that address the areas that are essential to success in the SMA market: Distribution Channel Management Sales Tracking Relationship Management This year's Managed Account Solutions conference will address the following: Operating economics of SMA’s The impact of evolving platforms on managers and sponsors The future role of UMA’s and Alternative investments Below is a summary of the sessions, go to www.moneyinstitute.com for details. Click here to read more Day One, Wednesday Oct 20, 2004 1:30pm — State of the Separately Managed Account Industry 2:30pm — Improving the Profitability of Managed Account Businesses 3:30pm(1) — Unified Managed Accounts – How much of an innovation are they? 3:30pm(2) — The Role of Alternative Investments – What should you expect? 4:30pm — The Operational Impact of New Products: A sponsor and manager perspective Day Two, Thursday Oct 21, 2004 9:30am — The Evolution of Sponsor Platforms 11am — Best in Class Operating Models for Managers 1:30pm(1) — The Operational Fallout of Legal & Regulatory Change 1:30pm(2) — Implementing AIMR/Gold GIPS Standards 3:00pm — General Session: The Client Experience, Reinvented



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