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FRC's 4th Annual Retirement Forum- Building Multi-Market Solutions for the New Retirement Era
- June 18, 2008
- The Fairmont Copley Plaza, Boston, MA
On Wednesday, June 18, 2008, FRC will proudly host its 4th Annual Retirement Forum. Join Luis Fleites, vice president, director of retirement markets at FRC, and Laura Varas, FRC research partner, as they leverage FRC’s proprietary retirement research to develop actionable recommendations for “Building Multi-Market Solutions for the New Retirement Era”. FRC will lead innovative industry pioneers and visionary thought-leaders as they discuss today’s key issues surrounding this theme. This sell-out event will take place at the Fairmont Copley Plaza in Boston. Conference Program Conference Registration Form For more information contact us at (888) 491-9788 or e-mail frcinfo@frcnet.com.
- Our Foundations—Our Future
- May 7-9, 2008
- Marriott Wardman Park Hotel, Washington, DC
On May 7–9, 2008, the mutual fund industry will join together to celebrate ICI’s 50th Annual General Membership Meeting. At this historic gathering, past, current, and future mutual fund leaders will look back at the rich history of the fund industry and look ahead to what the future may hold for fund shareholders, investment companies, and industry participants.
Stop by booth #111 to Meet the FRC Team Sam Campbell, Director of Research, FRC Michael Evans, President, FRC Michael Kandravy, Vice President, Relationship Development, FRC Ian Rubin, Senior Vice President, Retail Investment Markets and Strategic Advisory Business, FRC Deborah Wetherbee, Senior Vice President, Relationship Development, FRC
- Technology, Operations, and Compliance Forum
- May 20, 2008
- The Harmonie Club, New York, NY
Many hurdles exist in the effort to offer a true UMA, including the combination of multiple investments, trade coordination, outsourcing options, and the interpretation of regulatory issues. In response to these challenges, this conference assembles industry leaders to discuss the latest developments in operations, technology, and compliance in the rapidly evolving Unified Managed Accounts market. And you won't want to miss the session, Direction for UMAs?, where Michael Evans, President, FINANCIAL RESEARCH CORPORATION, will be joined by Gary Jones, Vice President for Industry Operations, MONEY MANAGEMENT INSTITUTE (MMI) to discuss the developing framework for this new and exciting product, and opportunities for you to include UMHs in your UMA program.
- For Variable Annuities, Mutual Funds, Fund of Funds and Hedge Funds
- May 22, 2008
- The Harmonie Club, New York, NY
This event is designed to help you understand the structures, terms, pricing and management of principal protected products, as well as help you determine which products are the right fit for you (or for your client). You will discover how principal protection differs among mutual funds, annuities, hedge funds and fund of funds. Stay until the end to catch the session entitled Principal Protection Strategies in Variable Annuities in which Scott Demonte, Director of Variable Annuity Markets, FINANCIAL RESEARCH CORPORATION will be joined by Henry Bregstein, Partner, KATTEN MUCHIN ROSENMAN LLP, to explore the challenges and opportunities of principal protection sub-accounts within a variable annuity contract.