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, September 13-16, 2009, San Diego Conference Center, San Diego, California |
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Assette will be exhibiting and officially launching a new product at Schwab IMPACT 2009.
IMPACT is Schwab’s annual conference held exclusively for independent investment advisors. The new product – Assette EasyReports
– allows investment advisors to easily create and deliver customized, PowerPoint-based, client meeting books as well as monthly/quarterly
client reports in PDF format.
For more information about the conference, please visit http://www.impact.schwab.com |
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, May 6-8, 2009, The Grand Del Mar, San Diego, California |
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Assette will be exhibiting at the Investment Adviser Association’s 2009 Annual Conference from May 6th-8th.
The IAA is the leading trade group representing the interests of more than 500 SEC-registered investment advisory firms that collectively
manage in excess of $7 trillion for institutional and private clients. For more information about the conference,
please visit: www.investmentadviser.org |
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, January 20-22, 2009, The Ritz Carlton-Bachelor Gulch, Avon, Colorado |
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Assette will be exhibiting at the Senior Delegates Roundtable, organized by the Institutional Investor Institute. The Institute (III) is a private membership organization for Directors of Institutional Sales & Marketing representing the top asset management firms in the U.S. For more information about III, please visit http://www.iimemberships.com/preloginNew/iiminstituteprelogin.asp?Institute_id=123 |
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, September 8-10, 2008, Bellagio Hotel,
Las Vegas, NV |
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Assette will be exhibiting at the 2008 Advent Conference in Las Vegas, NV from September 8th-10th. Advent has been providing trusted solutions to the world's leading financial professionals since 1983. More than 4,500 clients - including asset managers, broker-dealers, hedge funds, fund administrators, prime brokers, wealth managers, family offices, and private banks - rely on Advent's mission-critical software, data and services to improve service and communication to their clients, helping them grow their business while controlling costs. Advent clients in more than 60 countries manage investments totaling more than $18 trillion. For more information about the conference, please visit http://www.advent.com/about/events/conferences/2008 |
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May 14th 2008, Four Seasons Hotel, Boston, MA |
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Assette is sponsoring a complimentary presentation and discussion on client service expectations and best practices in the asset management industry. The presentation will be conducted by Andrew McCollum, Managing Director, of Chatham Partners. Chatham Partners specializes in conducting client satisfaction surveys for asset managers, and have to-date conducted over 4,000 surveys of plan sponsors and institutional consultants. Join us and enjoy a light breakfast with your industry colleagues and learn more about the numerous service-related drivers of client satisfaction and the relative importance of each when it comes to helping asset managers accumulate and retain assets. This topic is particularly timely given the market volatility and uncertainty we are all facing in the asset management industry.
Please RSVP by Friday, May 2nd by either e-mailing Marc Filipkowski at
marc.filipkowski assette.com or calling 617-723-6161 x246. Because of the anticipated demand, Assette can only accommodate attendees on a first come, first serve basis. Attendance is limited to three persons per firm. Thank you and we look forward to seeing you on May 14th. |
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, April 27-29, 2008, Boca Raton, FL. |
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Assette will be speaking and exhibiting at the Association of Investment Management Sales Executives’ (AIMSE) 2008 Marketing & Sales Conference in Boca Raton, FL from April 27th – 29th. AIMSE is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Founded in 1977, AIMSE has more than 800 members worldwide, with members managing over $12 trillion in assets. For more information about the conference, please visit: www.aimse.org |
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