Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $42 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial services companies. He is also author of the recently released Wiley title Advisor for Life, as well as The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the Board of Governors at the Money Management Institute and is a founding board member of the International Money Management Institute.

Arlen S. Oransky is Vice President of the Money Management Institute, the national organization representing the managed account solutions industry. He leads the organization's membership acquisition and retention efforts. Oransky has over twenty-five years' experience in the financial services industry working with leading advisors and has served as senior vice president for Weiss, Peck & Greer Investments and as vice president and product manager for TIAA-CREF.