Managed Accounts Summit 2008

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

Benefits of Attending SMA Solutions 2008

Drive a successful adoption and implementation process beyond a traditional, operations-oriented perspective – step up from a general understanding of the MA products to a more sophisticated analysis of the advancing sector
Learn effective strategies and best practices in advisor education and training
Find out about the latest developments in the regulatory and compliance policies directly from a SEC Regulator
Capitalize on new opportunities through successful integration of complex products in UMA programs – Fixed Income, Alternative Investments, International Products
Develop proactive tax management practices for more effective product distribution
Expand your US client base with new distribution and marketing channels