Institute for International Research

Chairs' Recap of Day One

Will O'Rielly,
SUNTRUST INVESTMENT SERVICES

Cheryl Nash,
CHECKFREE CORPORATION

Opening KEYNOTE Address: Managed Accounts Solutions: The Changing Role and the Future of Managed Accounts

Stephen D. Gresham,
PHOENIX INVESTMENT PARTNERS, LTD.
AUTHOR, "The New Managed Account Solutions Handbook".

Improving Compliance Strategies for Open Architecture Wealth Management Structures in a Changing Regulatory Environment

Experts from the federal regulatory agencies and the legal sector:

Gene A. Gohlke,
SECURITIES AND EXCHANGE COMMISSION

Michael Caccese,
K&L GATES

Steven W. Stone,
MORGAN LEWIS & BOCKIUS

Creating Sustainable Product Base with a Well-Designed UMA Billing Structure

Experts in asset management, program development and advisory:

Christopher Travers,
ROTHSCHILD ASSET MANAGEMENT

Additional panelists' confirmation forthcoming

Getting Ahead of the Curve with the Well-Defined Marketing and Distribution Channels

Experts in wealth management, product distribution and market analysis:

Moderator:
Jason B. Moore,
SMITH BARNEY

Catherine S. McBreen,
SPECTREM GROUP

John Hyman,
BEAR STEARNS

Developing Proactive Tax Management for more Effective Product Distribution

Experts in platform development and tax-efficient portfolio management:

Randy Bullard,
PLACEMARK INVESTMENTS

Gregory A. Tropf,
GRATRY & COMPANY

Capitalizing on New Opportunities by Integrating Complex Products in UMA Programs – Fixed Income, Alternative Investments, International Products

Experts in MA product development, asset and overlay portfolio management:

Moderator:
Randy Bullard,
PLACEMARK INVESTMENTS

Donald Graham,
FRANKLIN TEMPLETON INVESTMENTS

Kevin Lam,
ALLEGIANCE CAPITAL

Stephen M. Hagan,
– Confirmation forthcoming
SMITH BARNEY CONSULTING GROUP

Chairs' Closing Remarks

Will O'Rielly,
SUNTRUST INVESTMENT SERVICES

Cheryl Nash,
CHECKFREE CORPORATION

Conference Concludes