The Annual Managed Account & UMA Summit


The Annual Managed Account & UMA Summit is dedicated to the Latest MA/UMA Growth Opportunities.

The Annual Managed Account & UMA Summit covers topics such as:

  • 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

The Annual Managed Account & UMA Summit brings together:

  • 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
  • Intermediaries including accountants, attorneys and others

To help us better serve you, please mention priority code: CLC08

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Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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