Date  September 20th, 2006   Venue   Bloomberg, 731 Lexington Avenue, Between 59th Street & Lexington Avenue, New York, NY - 10022

Wealth Management Industry Forum is a premier one full day conference that will focus on:

• The discussion on innovative products and strategies in the wealth management business to address the evolving demands and needs of clients
  
• Trends and analysis of the global solutions for high net worth clients .
  
• The opportunities and challenges facing wealth management firms in delivering managed accounts programs and advice through well planned and integrated global investment platforms
  
• Best practices in designing and implementing branch offices
  
• Enterprise case studies which will provide detailed and first-hand experience of how wealth management firms are leveraging economies of scale by outsourcing front, middle and back office functions to shared service providers;
  
• Panel discussions featuring industry leaders and practitioners debating the emerging trends and strategies in designing and implementing enterprise wealth management platforms and technologies
  
• Best practices in managing risks and compliance in a heavily regulated industry
  
• Analysis of alternate sourcing models and methodologies being adopted by the wealth management and private banking firms to do more for less in an environment of cost containment
  

Who Should Attend the Conference?
The conference is targeted toward the senior management from firms and organizations involved in the wealth management and managed accounts industry and service/solution providers, including:

• Senior executives of wealth management companies
  
• Senior private client relationship managers with servicing and marketing responsibilities
  
• Executives of technology and operations departments supporting wealth management and separately managed accounts (SMA) business
  
• Heads of product development, treasury and client support departments
  
• Private equity fund managers
  
• Heads of compliance and legal department
  
• Heads and senior executives from financial firms who are involved in the wealth management business or private banking