Date November 7th, 2006   Venue The Union League Club Of New York 38 East 37th Street New York, NY 10016

Compliance, Risk Management, Operations and Technology Opportunities and Threats in Outsourcing

Introduction

The 2nd Annual Asset Management Industry Outsourcing Forum will be an intense one-day conference that will focus on risks, issues, alternative service models, strategies and best practices. Topic covered at the event will include:

• The state of asset management industry globalization- the trends, threats and opportunities that alternate service models present to the industry
• Enterprise case studies that reveal from first-hand experience how asset management firms are leveraging economies of scale by outsourcing front, middle and back office functions to shared service providers
• The role of off shoring in the full outsourcing value chain for asset managers
• Best practices in creating and monitoring service level agreements to manage outsourcing relationships and agreements in the asset management industry
• The changing face of institutional and SMA investors that poses new challenges to asset managers. How asset managers are stepping up to meet the challenges of evolving products and demands for transparency by clients
• The challenges of regulations on asset managers
• The struggle to collaborate and compete within the asset managemnt industry
  

Who Should Attend the Conference?

The conference is targeted toward the senior management of firms and organizations involved in the asset management industry, including:

• Fund Managers
• Retirement and Pension Fund Advisors
• Investment Managers
• Insurance Companies
• Trade Associations
• Trustees
• Hedge Fund Managers
• Institutional Asset Managers
• Mutual Fund Managers
• Retail Asset Managers