White Plains, New York â April 21, 2005 â What are the major issues facing the investment community today and what are the best and most successful ways to address them? Industry experts and peers will have an opportunity to find solutions to major issues at IISâ 2nd Annual Conference, Investment Solutions for Tomorrowâs Needs, hosted by Informa Investment Solutions on September 12th and 13th, 2005 at The Marriott Marquis in New York City. Hundreds of attendees are expected from the financial, investment, retail and institutional community including plan sponsors, investment consultants, brokers, investment advisors, bankers, financial planners, money managers, hedge fund managers and others. Conference attendees may be eligible for CE credits.
Keynote addresses will be given by Stuart Varney, Financial and Economic Journalist, TV Host, and Maribeth Kuzmeski, MBA, RFC, President, Red Zone Marketing, LLC. Stuart Varney will address The Investment Scene: Where on Earth Are We Going? This address will cover the global economy and how the financial and investment industry is affected by the economy. Mr. Varney, who joined the Fox News Channel in December 2003, is best known for his role as former host of CNBCâs Wall Street Journal Editorial Board with Stuart Varney and as co-anchor of CNNâs The Moneyline Newshour.
Ms. Kuzmeski will cover the topic Generating Extraordinary Sales through Simple Inexpensive Marketing â Effective Client Retention Strategies that Work. Ms. Kuzmeski will share strategies she uses everyday with top industry producers resulting in more production and higher bottom line profits. Ms. Kuzmeski has worked with and studied successful financial advisors for 10 years. She is author of 3 books including 85 â Million Dollar Tips for Financial Advisors.
Informative breakout sessions on a number of wide-ranging topics will focus on GIPSÂ® and AIMR-PPSÂ®: An Update, Wealth Management and the Firm, the SEC and NASD: A Look at Compliance and Regulations, Monte Carlo Analysis, Independent Advisors: How They Affect the Financial Services Industry, and more. Panel discussions will cover the SMA Industry and Controlling Fees and Trading Costs. In addition, roundtable discussions populated by Plan Sponsors, Investment Consultants, Investment Managers, Data Vendors, Technology Professionals, and Wirehouse/Brokerages will give the attendees and roundtable participants a chance to exchange mutually beneficial information within a casual format.
"Our conference has wide appeal to the investment community because it focuses on solutions to a number of important issues that affect our industry," commented Lac An Vuong, Managing Director of Informa Investment Solutions. "Not only that, the agenda contains roundtable discussion groups, the goal of which is to match the service requester with the service provider," continued Vuong. "The conference is a real opportunity for the attendees to learn, find solutions to investment problems, and exchange information with other industry professionals."