3^rd Annual Wealth Management Annual Summit, USA

Introduction

3^rd Annual Wealth Management Annual Summit, USA, is a premier one-day summit focused specifically on the wealth management industry. This summit will bring together senior decision makers, leaders and practioners from the wealth management industry, technology vendor product providers and service providers in a very interactive environment. Wealth Management Industry Annual Summit 2009 will focus on the latest developments, emerging trends, analysis, executive perspectives and enterprise case studies in the hot domains of ultrahigh net-worth client solutions, global wealth management platforms for financial advisors, managed accounts and compliance. The summit will have various sessions with real-world case studies presented by the experienced professionals from financial firms, product and service providers as they reveal best practices, strategies and implementation guidelines for building the best in class wealth management platform with global products.

Who Should Attend the Summit?

The conference is targeted toward the senior management of 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

Summit Sponsorship Opportunities

• Platinum, Gold and Silver Sponsorships
• Networking Lunch Sponsor
• Cocktail Sponsor
• Live Research Sponsor