Events Archives
UNAPEN CEO to speak at Redi2 2008 Annual Client Conference in Florida
UNAPEN CEO will discuss “Ride the Tide: Shoring up your Firm's Finances with Best-in-Class Fee Billing” from November 20–22, 2008 more
UNAPEN CFO to Speak at the Holy Cross Women in Business Conference
Joan Walker will join fellow alumnae to discuss strategies that help women succeed in business more
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 more
UNAPEN CEO to Co-Chair the 2007 Wealth Management Technology & Operations Summit
Joseph Walker will illuminate how trends in technology and business processes are providing a critical, competitive edge to visionary wealth managers allowing them to win and retain clients in Las Vegas on November 15th & 16th, 2007 more
Joseph Walker Speaking at the American Banker and The Money Management Institute's 4th Annual Separately Managed Accounts Conference
UNAPEN CEO to tackle challenges faced by banks entering the SMA space in Chicago on September 27, 2006 more
Joseph Walker Speaking at the Financial Markets World 2006 Workshop on Separately Managed Accounts
UNAPEN CEO will address the Managed Accounts Industry in Boston on May 2, 2006 more
UNAPEN Exhibiting at the Money Management Institute 2006 Annual Convention
The Next Wave of Growth: Are You Ready? Trends & Challenges in the Managed Investment Solutions Industry March 15-16, 2006 Westin Copley Place, Boston more
Joseph Walker Speaking at the FRA 5th Annual Managed Accounts Technology & Operations Summit
UNAPEN CEO will address the Managed Accounts Industry in Coral Gables, Florida on January 23rd, 2006 more
Joseph Walker Speaking at the FRA 2nd Annual Managed Accounts Compliance Forum
UNAPEN CEO will address the Managed Accounts Industry in Boston on November 30, 2005 more
Joseph Walker Speaking at the FRA Private Equity Business Operations Forum
UNAPEN CEO will address the Private Equity Industry in New York City on October 18, 2005 more
Joseph Walker Speaking at the FRA 4th Annual Managed Accounts Summit
UNAPEN CEO Addresses the Managed Accounts Industry in Boston, MA on September 22, 2005 more
Upcoming Events Fall/Winter 2005–2006
Hear from UNAPEN leaders at the following events: The FRA 4th Annual Managed Accounts Summit, The FRA Private Equity Business Operations Forum, The MMI Fall Conference - Managed Account Solutions 2005, The FRA 2nd Annual Managed Accounts Compliance Forum, The FRA 5th Annual Managed Accounts Technology & Operations Summit more
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 more
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 more
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 more
Joseph Walker Speaking at The 3rd Annual Managed Account Summit
UNAPEN CEO Addresses The Managed Accounts Industry in Cambridge, MA Sept 13–14, 2004 more
UNAPEN Co-Sponsors 3C Financial Partners' Executive Seminars for Executives of Retail Separate Account Management Firms
Seminars in 6 cities June 8–30, 2004 "Driving Profits: An Executive's Roadmap to Financial Success in Retail Separate Account Management" more
UNAPEN CEO, Joseph Walker, Speaking at Tech-Ops 2004
UNAPEN CEO Addresses The Institutional Investment Management Technology and Operations Summit in NYC more
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