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 event for keeping up with the latest trends, data and innovative strategies.
Brian Bader, AXIOM INVESTORS
Matt Dorband, AMI ASSET MANAGEMENT
Mark Thurston, ALPHA SIGNAL
Patricia Barron-Andrews, BARROW HANLEY
Citi’s dedicated transition management team helps institutional clients to plan, execute, and measure large asset restructuring events. We sit within Markets as a standalone business segregated from trading desks. We help clients merge funds, liquidate funds, change sub-advisors, and implement complex rebalancing events. Our only remuneration are commissions on trades that go to market – as such there is no incremental cost to clients as they would have to pay these brokerages to access markets anyway. We could serve as an outside advisor: analyzing potential restructuring events and sharing our thoughts on implementation options