The 14th Annual Managed Account & UMA Summit 2016

The 14th Annual Managed Account & UMA Summit 2016 is dedicated to the Latest MA/UMA Growth Opportunities.

Key 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