Wednesday June 21st, 2017

*Agendas are subject to change without notice. More information will be made available soon. Be sure to revisit this page for updates.

June 21st - TAMPs Break Out Sessions

Wednesday June 21, 2017 
7:30 AM – 8:30 AM Registration & Breakfast
9:45 AM – 10:25 AMWhat to Look for When Evaluating a TAMP
10:30 AM – 11:10 AMMerits of Outsourcing Your Investment Management Operations
11:15 PM – 11:55 AMHow to Best Leverage Your Time and Resources
12:00 PM – 1:25 PMLunch Break
1:30 PM – 2:10 PMHow to Evaluate TAMPs Based on: Range of Operations, Flexibility and Service and Technology
2:15 PM – 2:55 PM Capturing Strategic Market Movement, Diversifiers and Tactical Market Movements
3:00 PM – 3:40 PM The Best of Self Directed, Outsource Asset Allocation and Manager Selection Capabilities
5:30 PM – 7:00 PMCocktail Social