IMPACT 2008

IMPACT, Schwab Institutional’s annual conference held exclusively for independent investment advisors, is the industry’s premier event. At IMPACT you’ll have the chance to learn, grow and connect with vital information through an array of exceptional offerings, including:

• World-class keynote speakers
• Educational sessions
• Networking opportunities
• Industry exhibits

This year Atlanta plays host to IMPACT 2008 September 23–26, at the Georgia World Congress Center, where Activate Your Network is both theme and focus. Given current economic flux and market uncertainty, the coming wave of new retirees and a rapidly evolving technology landscape, the opportunity to make the most of your network by connecting with peers, industry experts and Schwab Institutional’s resources is more important than ever.

The 7th Annual Managed Account and UMA Summit

How will the managed accounts industry evolve? Which new products and structures will be successful? What are the real limitations of using UMAs for managers?

Discover the answers to these questions and more at Financial Research Associates’ 7th Annual Managed Accounts & UMA Summit, slated for September 24-25, 2008 at the Paris Hotel in Las Vegas.

With a stellar faculty of industry all-stars, this program will deliver unparalleled learning and networking opportunities. You will learn and discuss:

• The industry's most hotly-debated topics
• Which overlay strategy yields the best benefits for the investor?
• The outlook for UMAs vs. traditional SMAs
• New product structures
• Model-based portfolio management from the sponsor's perspective
• Traditional SMAs vs. Model-based platforms: which performs better?
• Finding the winning combination between the style-specific and generalist manager
• How to build a scalable UMA service
• SMA trading from the sponsor and manager perspectives
• ...and more!