The Westin New York at Times Square

April 30 - May 1, 2020

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

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