Please click here for a copy of the conference presentations.
Please click here for a copy of the on-site guide.
REGISTRATION FOR LOCKWOOD UNIVERSITY IS NOW CLOSED.
Featured Speakers:
Mark Tibergien, RIA industry expert and CEO, Pershing Advisor Solutions
Sam Stovall, Chief Investment Strategist, Standard & Poor’s
Drive growth for your fee-based business:
Taught in a classroom-style setting, Lockwood University 2008 will be
jam-packed with presentations from industry experts, Lockwood staff, and money
manager representatives on the latest trends in managed accounts and ways to
make your fee-based practice stand out from the competition.
Choose your own curriculum:
Lockwood University 2008 will feature nine unique “mini tracks” on a variety of
topics, including:
• Business Development
• Practice Management
• Administrative Best Practices
• Maximizing Technology Tools
• Lockwood Capital Management (Beginner and Advanced)
• Manager Research (Beginner and Advanced)
• Lockwood Advisor
Flex Portfolios
Mini tracks will be offered in four separate time slots throughout the 2½-day
conference, allowing you to attend four different tracks. We will also be
offering a wide array of "elective" classes to help you round out your
schedule.
Find out what’s new at Lockwood:
Learn about the exciting product developments on tap for 2008, including:
• Enhancements to Lockwood Advisor
Flex Portfolios, our advisor-directed unified
managed account capability
• Enhancements to the Lockwood Investment Strategies offering
• The next generation of Lockwood technology tools
Plus...
• Browse the money manager exhibit hall
• Network with and learn from your peers
• Visit the Technology Suite