Institute for International Research

Achieving Maximum Efficiency in Employing Overlay Management Structures
Noreen D. Beaman, BRINKER CAPITAL

Discovering Untapped Opportunities in the Evolving Managed Accounts Sector
Steve Deutsch, MORNINGSTAR

FEE BILLING CHALLENGES for UMAs
Fermin Garcia, REDI2 TECHNOLOGIES

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

Creating Sustainable Product Base with a Well-Designed UMA Billing Structure
Christopher Travers, ROTHSCHILD ASSET MANAGEMENT

Developing Proactive Tax Management for more Effective Product Distribution
Gregory A. Tropf, GRATRY & COMPANY

Enhancing Your MA Platform by Evaluating the Outsourcing Options for Both Managers and Sponsors
J. Gibson Watson, III, PRIMA CAPITAL HOLDING, INC.

Getting Ahead of the Curve with the Well-Defined Marketing and Distribution Channels
Tom Wynn, SPECTREM GROUP

Developed Proactive Tax Management for more Effective Product Distribution
Stephan Boyle, JPMORGAN MANAGED ACCOUNT SOLUTIONS