31st Sub-Advised Funds Forum | April 20-21, 2021

The 31st Sub-Advised Funds Forum

Connect with Gatekeepers and ask your hard-edge questions in an interactive setting

As the industry continues to face disruptive challenges, getting the scoop on market trends and innovations is more important than ever.

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 trends, data and innovative strategies.

ALL-NEW VIRTUAL NETWORKING AVAILABLE!

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
Directors of fund administration and operations
Portfolio managers
Investment product specialists
Heads of sub-advisory
Chief Compliance Officers
Relationship managers
Heads of investment product distribution
Directors of client servicing
Investment consultants

Top Reasons to Attend

Participate in our all-new on-camera small group virtual networking in an environment that allows you to move from group to group with just a double click of your mouse
Discuss and network with your peers from around the country – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised and multi-managed funds space
Seamlessly connect with peers and gatekeepers in various contexts which is critical to the sub-advisory community’s growth and prosperity
Participate in a LIVE video streaming event and connect with speakers and fellow attendees during all sessions, lunches and networking events
Enjoy session replay – of any of the presentations as often as you like – for up to 90 days after the event

“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