10th Annual Managed Accounts and UMA Summit

 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
 
Subscribers of Global Fund Media are entitled to a 10% discount.  Mention FMP115 during registration to enjoy this offer.  For more information and to view the conference brochure click here or contact Whitney Betts at 704-341-2445