The Informa Investment Solutions Summit

May 9-11, 2012
The Gaylord Opryland
Nashville, TN

All the must-have tools for institutional and private wealth management executives packed into a powerful agenda featuring industry thought leaders
and unmatched networking opportunities. Hear the latest innovations in

  • Performance Measurement
  • Client Reporting
  • Compliance Monitoring
  • Practice Management
  • Mobile & Global Client Servicing

High Impact Agenda! Strategic Business Management, Executive Education & Tactical Training Sessions available to all attendees.

Register today and SAVE!
Please call (914) 509-1592 or email

Regular Registration: $699 though May 10
Team Registration (3 Attendees): $1399

Hotel and Travel & Reservations

Informa Investment Solutions has arranged for special hotel room rates. Please be sure to mention the Informa Investment Solutions Performance Summit and you’ll enjoy a discounted price. Go to Gaylord Opryland to register now.

Nearest Airport: Nashville International Airport (BNA) is serviced by American Airlines, Delta, Southwest, USAir & more.

Conference Speakers
  • Doug Fritz - Senior Vice President, Director of Strategic Tools & Processes, Wells Fargo Wealth Management Group
  • Learn More about Doug Fritz

    Doug Fritz brings experience that spans across the spectrum of investment management industry, including analysis and management of projects from private wealth management to large institutional investment management groups. Doug has been involved with operational assessment and business process outsourcing, risk management/quant analysis, investment planning and sales force enabling projects.

    Doug has earned this experience at Wells Fargo, Evergreen Investments, Bearing Point Consulting, and Credit Suisse First Boston. In addition, Doug served as Member of the Board of Directors at Respite and Research for Alzheimer's disease. He earned his Bachelor of Administration in Russian and International Trade at Southern Illinois University at Carbondale.

  • David Morton - Founder & Partner, Co-Head of Alternatives Research, Rocaton Investment Advisors LLC
  • Learn More about David Morton
    David Morton, Co-Head of Alternatives Research, is a founder and Partner of Rocaton and co-leads the research effort for credit-related strategies, real estate, and global liquid alternatives. Previously, David served as Director of Corporate Finance for Wrenchead, Inc. has also served as Manager of Investments for Asarco, Inc. and as Portfolio Analyst at Alliance Capital, where his range of responsibilities included fixed income portfolio risk measurement and asset liability analysis. David earned an M.B.A. in Finance at New York University's Stern School of Business and holds a B.S. in Economics from The London School of Economics and Political Science.
  • Steven Glasgow - CFA, CIMA, AIF, PRP, Senior Vice President, Avondale Partners LLCP
  • Learn More about Steven Glasgow

    Mr. Glasgow is Senior Vice President / Financial Advisor with the Private Client Group and brings to the firm and clients 20 years of individual and institutional investment experience. Steve began his career as a municipal bond trader with Paine Webber / UBS. In 1995 he moved to Nashville, where several years later he joined Morgan Stanley and from 2004 to 2008 he was with Wachovia Securities. From September 2008 to March, 2009, Steve was SrVP / Financial Advisor with Stanford Group. Steve works with individual and institutional investors, which include defined contribution plans, defined benefit plans, endowments and foundations.

    Steve received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He is also a graduate of the University of Pittsburgh’s Katz School of Business Accredited Investment fiduciary (AIF) program and holds the Plan Sponsor Retirement Professional (PRP) designation from the Plan Sponsor Institute.

  • Howard Present - Co-Founder, President & CEO, F-Squared Investments
  • Learn More about Howard Present

    Howard Present is Co-Founder, and held the roles of President and CEO of F-Squared Investments since the firm’s inception. Prior to F-Squared, Howard Present was Managing Director at Evergreen Investments where he was a member of the Evergreen Executive Committee. Mr. Present ran global product management and strategy for the firm, led the successful multi-billion dollar business launch into closed end funds, and was business owner of the Alternative Investments, Managed Accounts, VA, and 529 businesses. He was also a lead participant in the firm’s M&A efforts.

    Prior to joining Evergreen, he was a Managing Director at Putnam Investments, where he founded the firm’s Corporate Product Management department. He also was Partner and Director of Strategy for the Boston Financial Group, a leader in the real estate investment industry, and spent 6 years at Chase Manhattan Private Bank where he ran the firm’s offshore fund business. Mr. Present earned a BS in Petroleum Engineering from the University of Texas at Austin and an MBA from Emory University, where he was awarded the Robert W. Woodruff Fellowship for academic excellence.

  • Charles Smith - Senior Manager, Financial Services, Ernest & Young LLP
  • Learn More about Charles Smith

    Charles Smith is a New York-based Senior Manager in the Advisory Services practice of Ernst & Young LLP. He has over 18 years experience in the Financial Services sector, primarily in wealth management. Charles has deep knowledge in wealth management product areas and is an inventor on 7 US patents on wealth management process and product design. Over the last 10 years, Charles has worked extensively with many of the top 10 US financial services institutions with a focus on several key wealth management areas: product strategy and platform design; operating model development; client reporting, process improvement; service delivery strategy and approach.

    Prior to joining EY, Charles had senior leadership roles at Fiserv/CheckFree, Misys, and Thomson Financial (now Thomson Reuters). He led product management/marketing teams focused on delivering technology solutions designed to enable financial services clients, and has managed relationship management teams focused on working with C-level executives on utilizing technology solutions to grow and streamline their businesses. Charles as an AB in economics from Dartmouth College and an MBA from Columbia Business School.

  • John D. Simpson - CIPM , Chief Ethics Officer and Senior Vice President, West Coast Operations
  • Learn More about John D. Simpson

    John D. Simpson has been with The Spaulding Group since 2005. During this time he has worked with numerous key clients. He was responsible for developing the firm's training program in support of the CFA Institute's CI PM program. John is currently a member of the United States Investment Committee's After-Tax Working Group, working on recommendations for firms that present after-tax performance results. John is a senior consultant and also conducts GIPS verifications and non-performance audits for many of The Spaulding Group's investment management clients. John also serves as the firm's Chief Ethics Officer.

    Prior to joining The Spaulding Group, John spent 20 years with Integrated Decision Systems, which was a New York-based software vendor that provided portfolio accounting and performance measurement solutions to the investment industry (IDS was acquired by CheckFree). He was the Product Manager for their GIM Performance and CALiPER investment performance & analytics systems. John was responsible for the enhancement "road maps" for the performance systems with the primary responsibility of aligning the product's goals with customer needs and market demands. He also acted as chief business analyst in designing performance analytics and portfolio accounting functionality. John holds a BS in Applied Mathematics from UCLA, where he was a member of their 1987 NCAA national championship volleyball team.

  • Leno Toich - Managing Director, Informa Investment Solutions
  • Lac Vuong - Managing Director, Informa Investment Solutions
  • Juergen Dittgen - Chief Business Development Officer, Informa Investment Solutions
  • Glenn Skidmore - Senior Vice President, Performer Division, Informa Investment Solutions
  • Margaret Tobiasen - Senior Vice President, Informa Investment Solutions
  • Buddy Rush - Senior Manager, Product Strategy and Business Development, Informa Investment Solutions
  • Jay Kimple - Vice President, Sales, Informa Investment Solutions
  • James Hivick - SVP, Strategic Client Solutions, Informa Investment Solutions
  • Chris Fuller - Performer Sales Executive, Informa Investment Solutions
  • Robyn Stein - Vice President, Sales, Informa Investment Solutions
  • Justin Scott - Development Director, Informa Investment Solutions
  • John Lubliner - New Business Development and Key Account Management, Informa Investment Solutions
  • Harold Deskins - Client Relations Specialist, Informa Investment Solutions
  • Liza Litzow - SVP, Strategic Client Solutions, Informa Investment Solutions
  • Mike Garino - Senior Vice President, Informa Investment Solutions
Informa Investment Solutions would like to thank our sponsors, including:

S&P Capital IQ provides data solutions to address the heightened analytical, risk management, regulatory and front-to-back office operations requirements with a broad array of multi-asset class and market data – much of which we originate. Our content suite includes: credit ratings, credit risk indicators, terms & conditions and reference data, corporate actions, cross reference services and valuations.

Interactive Data Corporation is a trusted leader in financial information. Thousands of global ᴀnancial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop and web-based solutions.

F-Squared Investments was founded with the mission of redefining how investment solutions can be reliably delivered to investors. Our investment philosophy is focused on delivering tangible solutions to clients by aligning investment results with the real needs of investors. We believe that severe losses during market downturns are the single greatest threat to investor goals. Throughout our suite of investment solutions, the common theme is quality of returns coupled with significant downside “tail risk” management. We are therefore not benchmark-centric, because downside risk management requires an ability to de-couple from passive benchmarks as markets weaken. We target relative returns in in bull markets and focus on the risk of loss in bear markets. Our strategies are designed to deliver consistently and repeatedly on clearly-defined client expectations. By focusing on client needs, F-Squared has achieved remarkable growth. Assets under management or under model manager agreements have grown from approximately $250 Million at year-end 2009, to $1.5 Billion at year-end 2010, to more than $7.0 Billion as of March 2012.

Serving the trust community for 15 years, Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our superior data security and customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.
Executives from these world-class firms have attended past Informa Investment Solutions Summits:
  • SunTrust
  • AllianceBernstein
  • Bank of America
  • Citigroup
  • First American
  • Boston Private Bank & Trust
  • JP Morgan
  • LPL
  • Morgan Stanley
  • AMG
  • Raymond James
  • RBC Dain Raucher
  • State Street
  • TD Bank
  • Wells Fargo
  • William Blair
  • M.D. Sass
  • Mercantile
  • Charles Schwab
  • Merrill Lynch
  • Credit Suisse
  • Neuberger Berman
  • Rocaton Investment Advisors
  • Northern Trust
  • Delaware Investments
  • Oppenheimer Funds, Inc.
  • Wells Fargo
  • Dreyfus
  • Putnam Investments
  • Eaton Vance
  • Rockefeller Foundation
  • Evaluation Associates
  • Rothschild Asset Management
  • Fidelity Investments
  • University of Pittsburgh Medical Center
  • ING
  • State Street Corporation
  • Invesco
  • UBS
  • John Hancock
  • University of Maryland
  • M&T Bank
  • Natixis
  • Old Mutual