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    State of the Managed Accounts Industry

    November 10, 2010, New York City

    This event examines continuing trends impacting the Managed Accounts space. We will explore the evolution of products, players, fees, platforms and technology, and the challenges and opportunities facing participants in the industry.

    Agenda     

    7:15 - 7:30

    Registration

    7:30 - 8:00

    Networking Breakfast

    8:00 - 8:30

    		 

    Keynote

    STEVE DUNLAP, Managing Director, Pershing LLC, a BNY Mellon company; and President, Pershing Managed Account Solutions

    8:30 - 9:15

    		  

    Panel One: Managed Accounts technology integration, and business trends driving Manager and Sponsor requirements.

    BRETT GINTER, President, SMART Consulting, LLC (Moderator)

    ANDREW CLIPPER, Director, Investor Services, Citi Markets & Banking

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

    9:15 - 10:00

    		  

    Panel Two: Wirehouses vs. Independents : Trends changing the Managed Accounts world and factors affecting the players involved.

    TONY BUSACCA,Principal, On Course Advisors (Moderator)

    SCOTT KRAUTHAMER, Chartered Financial Analyst, AllianceBernstein

    R. SCOTT QUADE, Manager, Ineum Consulting

    AARON SCHUMM, Senior Vice President, FolioDynamix

    Registration    
    Fee   $125 per person (meal included)
    This event is closed.
    Location    

    Address  

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

    Direction

    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

     



     

     Clearinghouses as Mitigators of Systemic Risk