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Managing Retirement Income 

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    • Bank of America

      Global Wealth & Investment Management from Bank of America Corporation offers comprehensive banking, investing and wealth strategy services through its affiliates to help meet the unique needs of affluent professionals like you. This includes the personalized service of a dedicated Premier Banking & Investments™ team. A team of professionals dedicated to you.  Your Bank of America Premier Banking® Client Manager and Banc of America Investment Services, Inc.® Financial Advisor work together to deliver banking and investment services  that are right for you — from flexible credit and cash management to mortgage solutions and wealth management strategies.

       

      Let us help you pursue your fi nancial goals. Your client manager partners with a financial advisor from Banc of America Investment Services, Inc., who can provide personalized investment solutions for you. Depending on your needs, your dedicated Premier Banking & Investments team may bring together specialists in wealth transfer and trusts and other specialized areas, such as retirement and education planning, who can build customized strategies designed to help you enhance and preserve your wealth.  Enjoy the convenience of priority service.

      http://www.bankofamerica.com/privatebank

    • Deloitte

      Deloitte in the Cayman Islands is a premier offshore hedge fund practice. We offer exensive expertise covering the full spectrum of hedge fund activities, and bring a wide range of combined capabilities to bear on every engagement. Our team is comprised of industry professionals, many of whom have obtained the Chartered Financial Analyst designation. All have a wealth of hands-on hedge fund experience. Another part of the Deloitte difference is that we have an established hedge fund taxation practice operating in our Cayman Islands office. Collaborating closely with our global asset management practice, we combine our expertise and knowledge to help clients create maximum value.
      http://www.deloitte.com/ky

    • ASI Advisor Software

      Advisor Software, Inc. (ASI) is a market leader in providing solutions which enable financial institutions and advisors to improve the quality and delivery of investment advice. ASI is uniquely able to integrate world-class analytics, modular workflows, and comprehensive data to deliver flexible financial planning, portfolio construction and proposal capabilities to a wide range of financial institutions and the advisors they serve. Founded in 1995 by Andrew Rudd (Founder and former Chairman and CEO of Barra, Inc.), ASI has developed applications that have been used by thousands of investment advisors at banks, brokerages, and independent advisory firms.
      http://www.advisorsoftware.com

    • Synectics

      Synectics, has been a pioneer in the field of creativity and innovation since their seminal article in the Harvard Business Review in 1956. Operating out of 9 offices worldwide they help clients generate and develop fresh, innovative solutions and to enhance organizational capability for greater creativity.

       
      http://www.synecticsworld.com

    • Wachovia Retirement Services

      Wachovia Retirement Services offers a comprehensive array of retirement plan solutions that enable our client companies to attract and retain valuable employees. Our defined contribution, defined benefit and non-qualified retirement plans are designed to streamline administration and help prepare employees for retirement.

      We hold ourselves accountable for every aspect of our service, making our clients' long-term success our top priority. Headquartered in Charlotte, North Carolina, WRS has over $98 billion in assets under administration, with over 5,600 plans and approximately 2.1 million participants and pensioners as of June 30, 2006.


    • Wealth2k, Inc.

      Wealth2K is a strategic marketing firm focused exclusively on the financial services industry. We provide a unique combinatino of  marketing content and technology designed to help financial services companies and their intermediaires increase market share, improve sales practices and capitalize on emerging  marketing opportunities.
      http://www.wealth2k.com

    • Ernst & Young’s Insurance and Actuarial Advisory Services

      Ernst & Young’s Fraud Investigation and Dispute Services Practice Dealing with complex issues of fraud, regulatory compliance and business disputes can detract from efforts to achieve your company’s potential. Better management of fraud risk and compliance exposure is a critical business priority – no matter the industry sector. With our more than 1,000 fraud investigation and dispute professionals around the world, we assemble the right multidisciplinary and culturally aligned team to work with you and your legal advisors. And we work to give you the benefit of our broad sector experience, our deep subject matter knowledge and the latest insights from our work worldwide. It’s how Ernst & Young makes a difference.

Download 2007 Brochure

2007 Event Sponsors

  • Bank of America

  • Deloitte

  • ASI Advisor Software

  • Synectics

  • Wachovia Retirement Services

  • Wealth2k, Inc.

  • Ernst & Young’s Insurance and Actuarial Advisory Services

2007 Endorsing Association

Retirement Income Investment Association

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