
Top Reasons to Attend:
· Hear from the top minds in the industry on the latest innovations in portfolio construction
· Discover how managers are incorporating alternatives into 40-Act structures
· Uncover the trading and sleeve conversion nuances of using fixed income, ETF and mutual fund sleeves
· Take a closer look at the pros and cons of using rep-as-PM and rep-as-advisor programs
· Learn best practices to train advisors to capture and retain market share
· Dispel your uncertainties about various approaches to overlay management
· Hear all about platforms and how they are developing and positioning products and services today
· Get a current DTCC hub update
· Prepare for the regulation blitz about to hit the industry
· Overcome the challenges of fees, assets and performance reporting in the UMA model
View the full agenda for more information on session content and the speaking faculty:http://www.frallc.com/pdf/B825.pdf
For more information and to register, contact Whitney Betts at 704-341-2445 or wbetts@frallc.com.Don’t forget to mention your 10% registration discount code: FMP143.
Related links: Conference Website
Event address:
374 Commonwealth Avenue Boston, MA
02215 Boston
Confidential FinRoad Rating
AAA : High quality contact
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A : Average quality contact
B : Non-investment rating
D : High Risk Contact


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