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ABA Managed Account Forum
Sponsored by the Money Management Institute
March 10-11, 2009 • San Francisco Marriott, San Francisco, CA
Sponsors/Exhibitors | How to Sponsor/Exhibit
The ABA Managed Account Forum, sponsored by the Money Management Institute, will offer insights and strategies on how your bank can compete in the highly competitive managed account solutions (MAS) business. Industry experts and respected presenters will provide perspective to these critical questions and more:
- What is the evidence managed accounts provide a superior outcome for the client?
- Will your trust business buy in?
- Should you build or buy?
- What technology is on the horizon?
- Who has developed a winning distribution program to capture new assets?
- How do you ensure that senior management is truly committed to the MAS process?
Regardless of how far along you are in your business plan, the Forum offers you the unique opportunity to learn the latest trends in the industry, get practical and actionable advice from bank peers who will share their experiences, and have plenty of time to network with bankers and service members to guide you in the right direction.
The 2009 conference program is currently being planned. Please check back for updates on the specifics. In the meantime, you may view our 2008 program for a sample of what may be included.
Who Should Attend
- Investment Managers
- Product Specialists
- Trust Executives
- Private wealth managers
- Platform Managers
Questions about the Conference?
Please contact John Capotosto for more information.
Questions about exhibiting and sponsorship opportunities?
Please contact Krista Donlon for more information
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