2006 Annual Convention

 Wednesday, March 15

1:00 PM  Welcome and Opening Remarks
Mark Pennington, Chairman of the Board of Governors, The Money Management Institute

1:30 PM  Industry Update: Manager & Sponsor Perspective
Neil Bathon, President, Financial Research Corporation
Jean Sullivan, Principal, Dover Financial Research

2:30 PM  Generational Demographic Trends: How Should Wealth Managers/Advisors React?
Marilyn Moates Kennedy, Managing Partner, Career Strategies

3:45 PM  Breakout Sessions

How to Negotiate the New SMA Guidance Statement Maze
John Forst, Deputy General Counsel, Lord Abbett & Co., Chair, MMI CFA Institute Liaison Committee
Michael Caccese, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP

Driving Assets in the Bank Channel - Developing Sales Programs That Work
Warren Posner, Senior Vice President, Head of Product Development, Commerce Capital Markets

Sponsor & Manager Agreements - What you Need to Know
George Magera, Partner, Reed Smith

 Thursday, March 16

 9:30 AM  Managed Investment Solutions: The Next Wave of Growth
Lee Chertavian, Chairman & CEO, Placemark Investments, Inc.
Len Reinhart, President, Lockwood, A Service of Pershing
John K. Hillman, President & CEO Philadelphia Financial Group
Rick Spillane, President, Strategic Advisers, Fidelity Investments