10th Annual Managed Accounts and UMA Summit
Conference
13
SEPT
14
SEPT
10th Annual Managed Accounts and UMA Summit
Boston, United States
Attend the ONE Managed Accounts/UMA conference you simply can’t miss!

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

   


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