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NYSSA Presents 3rd Annual Manager Search and Selection Conference: Evaluating and Selecting Superior Managers for Private Clients

Business Wire, April 25, 2008

NEW YORK -- The New York Society of Security Analysts (NYSSA) will present the "3rd Annual Manager Search and Selection Conference: Evaluating and Selecting Superior Managers for Private Clients" on May 8, 2008.

Wealth management advisors are increasingly expected to function as a "manager of managers" for their clients. In order to serve their clients well, advisors need to build their skill set so they can effectively evaluate and recommend superior potential managers. Topics include: identifying skilled managers; effective performance evaluation and due diligence; and quality of operations and compliance. This year's keynote speaker is Richard Marin, former chairman and CEO of Bear Stearns Asset Management and current executive-in-residence in asset management at Cornell University's Johnson Graduate School of Management.

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Speakers:

Craig T. Callahan, DBA, Founder and President, ICON Advisers; Principal, AthenaInvest

Pierre Guigui, Executive Director, Managed Accounts Specialist, UBS Financial Services Inc.

Kevin Kester, Managing Director, Siguler Guff

Cary Klivan, Managing Director, Amber Partners (USA), Inc.

Richard Marin, former Chairman and CEO, Bear Stearns Asset Management; Executive-in-Residence in Asset Management, Cornell University's Johnson Graduate School of Management

Elizabeth Miller, CFA, CIC, Managing Director, Portfolio Manager, Trevor Stewart Burton & Jacobsen, Inc.

Mark T. Ukrainskyj, CFA, Chief Investment Officer, American Economic Planning Group, Inc.

John Workman, Chief Investment Strategist, Convergent Wealth Advisors

The program will be held on May 8, 2008, 8:30 a.m. to 4:15 p.m., at NYSSA, 1177 Avenue of the Americas, 2nd Floor (between 45th and 46th Streets), NYC. The registration deadline is April 30, $475 members, $595 nonmembers. No charge for press with credentials.

A complete agenda is available at http://www.nyssa.org/Manager_Search_2008.

About NYSSA

The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA's mission is to promote best practices and the highest professional and ethical standards in the industry. NYSSA is the largest of the more than 135 societies worldwide that make up CFA Institute, which has more than 95,000 members.

Business Services Industry

NYSSA Presents 3rd Annual Manager Search and Selection Conference: Evaluating and Selecting Superior Managers for Private Clients

Business Wire, April 25, 2008

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