2009 | FSiTV

Events > Best Practice Series

Managed Accounts - 2009

This year's Seminar focused on ways to improve your business efficiencies, add value to your client's portfolios and reporting, and to enhance your advice proposition in the given current market conditions. The Seminar was held on Thursday 26th February 2009 at the Australian National Maritime Museum.

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1

State of play - current environment for managed accounts

Don Stammer
Chairman
Praemium Portfolio Services

Thursday
26 February 2009

2

New developments in model portfolios - risk models approach

Arthur Naoumidis
Consultant
Praemium Portfolio Services

Thursday
26 February 2009

3

Why? The investment case for managed accounts

Brett Marsh
Head of Sales, SMA and UMA
OneVue Limited

Thursday
26 February 2009

4

Platform innovation

Andrew Varlamos
Chief Executive Officer
Powerwrap Limited

Thursday
26 February 2009

5

Managed accounts in the superannuation environment

Tony Negline
Technical Editor
Rainmaker Information Pty Ltd

Thursday
26 February 2009

6

SOA - helping advisers to apply managed accounts

Michael Butler
Head of Compliance & Research
Australian Financial Services Limited

Thursday
26 February 2009

7

Practice-wide implementation - setting up a managed account driven practice

Samuel Henderson
Managing Director
Henderson Maxwell Pty Ltd

Thursday
26 February 2009

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