Institute for International Research

Chairs' Welcome and Opening Remarks

Will O'Rielly, CFA, CFP, Senior Vice President
SUNTRUST INVESTMENT SERVICES

Cheryl Nash,
CHECKFREE CORPORATION

Opening Panel: Discovering Untapped Opportunities in the Evolving Managed Accounts Sector

Experts in the advanced industry analysis and research:

Moderator:
Gary T. Jones,
THE MONEY MANAGEMENT INSTITUTE

Steve Deutsch,
MORNINGSTAR

Michael Evans,
FINANCIAL RESEARCH CORPORATION

Charles Smith, III,
CHECKFREE CORPORATION

SMA/UMA Program Adoption Across Different Channels – Banks, BDs, High Net Worth Independents, Family Offices - to Capitalize on the Progressing Growth of the Investment Sector

Experts in asset and overlay management, product development & distribution, bank consulting and RIA:

Liza D'Amico,
BANK OF AMERICA

Kelly Thomas Coughlin,
GLOBALBRIDGE

Paul Ahern,
WINSLOW CAPITAL GROUP, LLC

Gavin Spitzner,
PRUDENTIAL INVESTMENTS

Enhancing Your MA Platform by Evaluating the Outsourcing Options for Both Managers and Sponsors

Experts in asset management and platform development:

Peter Green,
PRUDENTIAL INVESTMENTS

J. Gibson Watson, III,
PRIMA CAPITAL HOLDING, INC.

Achieving Maximum Efficiency in Employing Overlay Management Structures

Experts in overlay portfolio management:

Moderator:
Randy Bullard,
PLACEMARK INVESTMENTS

Noreen D. Beaman,
BRINKER CAPITAL

End of Day One