TIPPA
2/15/2012
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Establishing positive outcomes to operational, collaborative and ethical challenges in Publication Planning
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Target Date Funds
2/23/2012
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The next generation of target date funds is here…
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Medicare Marketing Summit
3/1/2012
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Boost your ROI by reinvigorating your marketing strategies
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The 6th Annual RISE Summit
3/19/2012
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Effective, Actionable Strategies for
Integrating Risk, Revenue and
Quality Management
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Mastering Due Diligence for Alternative Investments
4/3/2012
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*Manager selection
*Ongoing monitoring
*Allocators’ perspectives
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Chronic Complex Medicare Cases
4/16/2012
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Exploring cost-effective methods for improving quality of care
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The 13th Annual Sub-Advised Funds Forum
4/18/2012
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Optimizing Returns via Successful Relationships and Strategies in Sub-Advised Funds
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Family Office 2012 in Bermuda
5/7/2012
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Family Office 2012 in Bermuda!
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Private Investment Funds Tax Masterclass
5/7/2012
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Tax Event for both Private Equity Funds and Hedge Funds
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The Advisor & Broker-Dealer’s Forum on Retail Alternative Investments
5/17/2012
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Star Ratings Leadership Summit
5/21/2012
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RFPs/Client Servicing
5/31/2012
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Medicare Member Reconcilliation/ Accounting
6/10/2012
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Valuation of HTV
6/11/2012
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Mitigating Operational Risk Associated with the Valuation Process
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