The 10th Annual Managed Account and UMA Summit

With All New Sessions & Topics, this Event Promises to be the Most Informative to Date!

Network with the brightest minds in the industry by attending The 10th Annual Managed Accounts & UMA Summit on September 13-14, 2012 in Boston. Find out why this event is the unbiased alternative in the industry.

New this year! Innovations in model portfolio construction, optimization, and delivery New this year! Using alternative investments in your UMA portfolio: Trends, growth, challenges, & risks New this year! Fixed Income, ETF, & Mutual Fund sleeves: Trading, illiquidity, sleeve conversions, and more New this year! How are platforms developing & positioning products/services today? Views from all sides New this year! Examining the growth behind representative-as-portfolio manager (Rep-as-PM) and rep-as-advisor programs Empowering advisors to capture & retain market share through effective communication & training Model delivery vs. managers trading themselves (or both) The breakaway crusade: Are wirehouses losing the battle to independents? New this year! Looking at the pros & cons of various insurance products Preparing for the regulation-blitz about to strike the industry: FINRA, Dodd Frank, The JOBS Act, the potential impact of fiduciary concepts and more An extensive look at various overlay models: What differentiates one from the next? Own it or rent it? And so much more!

What Are Your Colleagues Saying About Our Past Events?

The FRA’s Annual Managed Accounts & UMA Summit just continues to be even more relevant each year due to the changing landscape of the Wealth Management Industry. Since its inception a decade ago the FRA Summit has documented the Financial Industry as it has progressively moved from product offerings to comprehensive wealth solutions and no venue brings those changes and opportunities to the core of this Industry, with Industry experts, like the FRA does. This year’s agenda and speakers are some of the most relevant current topics presented by Industry leaders and panel participants that are changing our landscape daily.
David H. Gardner, Sr.
Principal, SMART Consulting Firm, LLC

“It was great to see some old friends and make new ones as well as engage in some truly meaningful discussions and gain insights in areas that are dark to me.”

“Terrific forum for sharing real world solutions to issues and ways to address today’s opportunities”

“Excellent! Covered pertinent topics relating to SMAs & UMAs”

“Excellent. Covers relevant topics, great speakers, most speakers encouraged audience interaction, speakers available for questions, excellent networking opportunities”

“Great mix of speakers giving us a state-of-the-industry update on all the issues related to managed accounts.”

2012 Speaker Line-Up

Alexander Camargo, Celent Alois Pirker, Aite Group Amy LaFrance, Financial Research Corporation, Anthony DiGangi, Fred Alger Management, Inc. Bradley H. Alford, Alpha Capital Management Brett A. Ginter, SMART Consulting Firm, LLC. Buddy Doyle, Oyster Consulting Charles Capito, Wells Fargo Advisors Carl Katerndahl, Nuveen Investments Chris Gibbons, PNC Asset Management David H. Gardner, SMART CONSULTING Firm, LLC David Laskar, Morgan Stanley Smith Barney Dennis D. McDonald, TIAA-CREF Diane M. Robinson, Federated Investors Doug Dumond, Clarion Partners Eric Jacobson, Peer Solutions Frank Campanale, E.F. Hutton & Company Frank Gaffney, DTCC Gavin Spitzner, Prudential Wealth Management Solutions Jean Sullivan, Dover Financial Research Jeffrey P Cusack, Forward Management John Bergamini, Mariner Investment Group Karrie Southall, RiverFront Investment Group, LLC Kathleen Shkuda, Zigzag Consulting Marc J. Brookman, Morgan Stanley Smith Barney Michael Caccese, K&L Gates LLP Michael E. Bitterly, BlackRock Wealth Management Michael Jones, Riverfront Investment Group, LLC Nancy Camarata, Neuberger Berman Natalie Zahradnik, PIMCO Paul G. Ahern, Winslow Capital Group, LLC Paul Horrocks, New York Life Russell W. Tipper, Merrill Lynch Global Wealth Management Scott A. MacKillop, Frontier Asset Management Scott Smith, Cerulli Associates Sean Daley, Cerulli Associates Shawna Macnamara, UBS Global Asset Management Steven W. Stone, Morgan, Lewis & Bockius LLP Tracy Gallman, LPL Financial Services Tom Kersting, Wells Fargo Advisors Walter Hartford, MFS Investment Management, Inc.
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Financial Research Associates and its divisions, Pharmaceutical Education Associates, Legal Education Associates, FRA webinars and Healthcare Education Associates, provide access to timely and focused business information and networking opportunities through top-level, executive summits, conferences and seminars. Offering highly targeted events, FRA positions itself as a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities in: Finance, Pharmaceuticals, and Legal Education.

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