The 14th Annual Managed Account & UMA Summit 2016 is dedicated to the Latest MA/UMA Growth Opportunities.
Topics
- Goal-Based Investments & Alignment of Interests: Executing the Biggest Trend in the Industry
- Platform-ization of the Industry: Integrating Platforms and Reducing Silos
- RepPM vs. UMAs: Qualifications, Performance, and Expectations
- Benchmarking Against Goals and Performance
- Robo Advisers Part II: Digitizing Efforts in Order to Reach & Effectively Operate with the Next Generation
- Robo Advisers Part I: Threatening or Full of Opportunity?
- What Does it Take to Achieve Scalability & Suitability?
- Building Momentum, Capturing Market Share, and Effective Strategies to Retain it
- Taking a Close Look at DOL Rule and Responsibilities and Their Impact on the Industry
- Overcoming Operational Shortcomings
- What is Prompting ETF and Index Fund Growth and Will the growth Continue?
- Successfully Positioning Alternative Investments in your Managed Account & UMA Platform
- Achieving Retirement Income Goals
- Adoption Strategies: Converting the Business Model to a TAMP or Managed Account Offering
Who should Attend
- Money managers
- Wirehouses and independent program sponsors
- Investment advisors and consultants in the wealth management area
- Managed accounts specialists in banks, insurance companies, mutual funds, trusts and other financial firms
- Brokers/prime brokers
- Registered investment advisors and financial planners
- Managed accounts technology and software providers
- TAMPS
- Intermediaries including accountants, attorneys and others
To help us better serve you, please mention priority code: CLC08
