29th Sub-Advised Funds Forum | April in NYC

The 29th Sub-Advised Funds Forum

Optimizing Returns via Successful Relationships and Strategies in Sub-Advised and Multi-Managed Funds

As the industry continues to face disruptive challenges keeping up with market insights, 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 strategies.

Who Should Attend

This forum will bring together money 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
Heads of funds compliance
Relationship managers
Heads of investment product distribution
Directors of client servicing
Investment consultants

Top Reasons to Attend

Failing to stay on top of product trends and new strategies is simply not an option if you want to prosper in the subadvisory space. 2019 registrants attended to...

Learn how manager research teams and processes are evolving to meet today’s demands
Discover current asset allocation trends and products that investors are most interested in
Hear the latest research data on who’s winning mandates and why
Get details on what should be expected in a subadvisory agreement and how to ensure delivery
Gain insight on ESG metrics and the utility of big data

“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