32nd Sub-Advised Funds Forum | September 20-21, 2021

Join us in Boston for our
32nd Sub-Advised Funds Forum

We are now back in-person with our Sub-Advised Funds Forum! Rest assured we will be taking all necessary precautions for a safe and healthy experience. Start making your plans now to join us in Boston this Fall. Limited tickets available.

Hear from the industry’s best and brightest managers, research specialists and key decision-makers about new opportunities in sub-advisory, top selling mandates here and abroad, compliance and due diligence, asset allocation models and best-in-class client servicing, among other essential topics. Whether you’re an established sub-advisor or just getting into the space, this is the industry’s #1 forum for keeping up with the latest opportunities, trends and strategies.

Who Should Attend

This forum will bring together asset managers, wholesalers and distributors from banks, brokerage firms, insurance companies, mutual funds and liquid alternative funds to discuss and exchange critical information, ideas and insights in this lucrative market segment. Conference participants will network with the following:

Heads of manager selection
Portfolio managers
Investment officers
Heads of sub-advisory
Chief compliance officers
Relationship managers
Heads of investment product distribution
Directors of client servicing
Investment consultants

Top Reasons to Attend

Seize opportunities as they emerge – get the latest stats and insights on sub-advisory and multi-managed funds and see who is winning mandates where and why
Better sell into gatekeepers – compare different ways specific consultants and allocators view and measure ESG as part of due diligence and understand what they do with the data
Gain insight into what’s happening with due diligence in this environment, and the latest in manager research and selection strategies to stay on top of your game
Network safely in-person with colleagues and peers from around the globe – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – while discussing investment trends, manager research updates, and other essentials.

“Serious, no nonsense, good session topics, good panelists…FRA did a great job preparing this forum. The additional work done to come up with great panel session topics, and great new panelists and moderators, was obvious. Nice job!””

Brian Bader, AXIOM INVESTORS

“Great information. It definitely helps a relative novice in the industry understand the landscape.”

Matt Dorband, AMI ASSET MANAGEMENT

“ Content is solid; networking is great.”

Mark Thurston, ALPHA SIGNAL

“ Definitely would recommend this event due to the range of speakers and wealth of knowledge in one place. This forum provided the opportunity to hear top speakers from the industry who provided valuable information on industry trends, business expectations, and current focus. The entire event was a great value. The asset management industry is [a] global industry, but it’s difficult for managers”

Patricia Barron-Andrews, BARROW HANLEY