Events
Upcoming Events Summer/Fall 2005
Hear from UNAPEN leaders at the following events: Managed Accounts Compliance Forum, The 4th Annual Managed Accounts Summit, The Private Equity Legal Forum, and Managed Account Solutions 2005
Managed Accounts Compliance Forum
July 21st–22nd, 2005
The Flatotel, New York City
 Compliance under ERISA
An examination of the rules
Best execution
Suitability
Issues specific to banks
Disclosure
Issues specific to UMAs & MSPs
Principal transactions and brokerage exemptions
Presentation of performance
Patriot Act compliance
Data flow standardization
Money manager risk management
Visit www.frallc.com for more details.
The 4th Annual Managed Accounts Summit
September 21st–22nd, 2005
The State Room, Boston
Compliance and regulatory issues affecting the SMA market
Shadowing and AIMR compliance: Which side are you on?
What advisors are looking for in SMA programs and platforms
How can the SMA industry tap into the retirement market opportunity?
Implications of using a manager’s model portfolio in a SMA program
Top myths about sponsors managers should know
Top myths about managers sponsors should know
The 7 most important things you need to know to make money in the SMA business
TWO industry outlook sessions
New developments in UMAs and MSPs
Incorporating hedge funds into managed accounts
A special focus on workflow for cost-effective business management
Building a leading-edge SMA program (for sponsors)
Best practices in advisor/FC training and education
Banks, credit unions and the SMA industry
…and much more!
Visit www.frallc.com for more details.
The Private Equity Legal Forum
October 17th & 18th, 2005
The Harvard Club, New York City
Operational risk: A guide to real life due diligence
Resolving tax issues for the firm and for investors
Managing the pitfalls of the fundraising process
PPM composition and design
Successfully negotiating terms of partnerships between funds and investors
Governance and compensation within private equity firms
Hedge funds: Convergence with private equity funds
New industry standards
Corporate governance and private equity: Does it matter?
Intersection of private equity and litigation
Pros and cons of sponsor-to-sponsor transactions as exit strategies
Alternative capital raising strategies in an uncertain market
Visit www.frallc.com for more details.
Managed Account Solutions 2005
October 19th & 20th, 2005
New York City
Visit www.moneyinstitute.com for more details.
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