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Managed Accounts Summit 2008

February 25 - 26, 2008 | Royal Pacific Resort, Orlando, FL

Who Should Attend

Who Should Attend

  • National, Regional and Community Banks
  • Private Banks
  • Program Sponsors – Wirehouses, Large regional broker/dealers, Individual broker/dealers
  • Investment Banks and Securities Firms
  • Senior Portfolio managers
  • Managed Accounts Marketing Professionals
  • Asset and Wealth Management Firms
  • Overlay Managers
  • Registered Investment Advisors and Financial Planners
  • Law Firms
  • Consultants and Training Companies
  • Accountants and Auditors
  • Software and Technology Providers

Conference Brochure

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Full Event Details Inside

Event Sponsors

  • Prima Capital

  • CheckFree

  • AdvisorPort

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