Managed Account Solutions 2005

Wednesday, October 19, 2005

1:30 PM Opening Keynote Speaker
Matt Schott, Senior Analyst, TowerGroup

2:15 PM Identifying the Challenges with UMAs
John Wren, Product Director, Lockwood

4:00 PM Breakout Sessions 1: Presenting Performance for SMAs
James Hollis, Managing Director, Cutter Associates
Iain McAra, Vice President, JP Morgan
Diane Robertson, Director, Citigroup Asset Management
John Forst, Assistant General Counsel, Lord Abbett

4:00 PM Breakout Sessions 2: Standardizing SMA Data
Liz Conklin, Senior Vice President, Managers Investment Group LLC

Thursday, October 20, 2005

9:30 AM All UMAs Are Not Created Equally- Start with the Structure
Curt Overway, President of Managed Portfolio Advisors, IXIS Asset Management
Randy Bullard, President, Placemark Investments

11:15 AM Compliance Issues
Monica Parry, Of Counsel, Morgan, Lewis & Bockius LLP