Institute for International Research

Dear Managed Accounts Executive,

What do you need to know to drive your firm's managed accounts platform beyond a traditional, operationsoriented perspective?

What does it take to become a more sophisticated - and thus more successful – participant of the rapidly evolving wealth management sector?

With more than 30 top-tier industry experts, covering topics selected by you, IIR's Managed Accounts Summit 2008 will help you bring your business to the next level.

Over the course of two days, you will learn how to adjust your management and product development strategies, evaluate new technology solutions that will help you grow your product class, and stay abreast of the latest regulatory policies to prepare your firm for a federal examination.

To help you navigate amid emerging uncertainties, challenges and opportunities, the program focuses on the key issues:

• Differentiating Managed Accounts programs from growing competition in the model-driven world
  
• Expanding your client base by learning to deliver institutional products to retail investors
  
• Outsourcing options – Enhance your platform development by analyzing support elements that a UMA sponsor needs
  
• Assuring adequate adoption and the right implementation of an open architecture offering
  
• Compliance strategies in the evolving regulatory environment of open architecture wealth management structures
  
• Designing a well-balanced UMA billing structure to uphold a robust product base
  
• Elevating your MA platform exposure by developing effective Marketing and Distribution channels

Meet and network with the leading industry experts from all sectors of the market to discuss and develop practical solutions to capitalize on growing attractiveness of managed accounts products.

Managed Accounts platforms are yet to see their full potential. Step up and gain essential knowledge, expertise and develop new relationships to bring your firm to the next level in a rapidly growing sector.