7:15 - 7:30

Registration

7:30 - 8:00

Networking Breakfast

8:00 - 8:30

Keynote: Market Opportunity  for clients and firms

STEVE DUNLAP, Managing Director, Pershing LLC,  a BNY Mellon Company; and Chief Operating Officer, Pershing Managed Account Solutions

8:30 - 9:10

Panel One: Managed Accounts Platforms/Models Driving Business Development, and Implications of Changing Landscape for Managers, Sponsors and Advisors

AARON SCHUMM, Senior Vice President, FolioDynamix (Moderator)

TODD ESAN, Vice President, Citi Markets & Banking

ERIC JONES, Global Head of Product Management & Strategy, Wealth Management, Thomson Reuters

MICHAEL CIFRESE, Product Strategist, Fiserv

9:10 - 9:20

Break

9:20 - 10:00

Panel Two:  Exploring the Pros and Cons of Platforms, Looking at Costs, Transparency, Liquidity and Flexibility

R. SCOTT QUADE, Manager, Ineum Consulting (Moderator)

BRETT GINTER, President, SMART Consulting, LLC

ROBERT KLAPPRODT, President, Vestmark Software

STEPHEN L. PIETRZAK, Senior Vice President, Market Street Advisors

Bayards
One Hanover Square (between Stone and Pearl Streets)
New York, NY 10004 

From West Side Highway:
Take West Side Highway to Battery Park. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

From FDR:
FDR South to Exit 1 (Battery Park, Staten Island Ferry), make right on Broad St. Make right at first traffic light on Water St., go 2 traffic lights to Hanover Square and make a left.

From Brooklyn Battery Tunnel:
When exiting tunnel, stay to the left of the traffic light and turn left at the light. When making the left turn, stay right (do not go into underpass), continue on to Battery Place. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

From Broadway:
Take Broadway South to Liberty Street, make a left on Liberty Street, Continue for 5 Blocks to Pearl Street. Make a right on Pearl Street, Take Pearl Street to Hanover Square

From Brooklyn Bridge:
2nd exit (FDR and Pearl St.) Make a right at traffic light. Take Pearl St. to Hanover Square.

Subway:
#2 or 3 to Wall St.
#4 or 5 to Wall St. or Bowling Green
#R or W to Whitehall St./South Ferry