Talk on-camera with Gatekeepers and ask your hard-edge questions in an interactive setting during our live-streaming virtual event.
Turn-on your camera and talk with 10+ Gatekeepers during our speed networking session taking place in our Virtual Networking Lobby. Scroll to learn how to use our new virtual networking platform.
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 opportunities, trends and strategies.
LEARN TO NAVIGATE OUR ON-CAMERA NETWORKING PLATFORM
GET UP TO 9 HOURS OF CE CREDIT
Investments & Wealth Institute® has accepted "The 31st Sub-Advised Funds Forum" for 9.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
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:
Brian Bader, AXIOM INVESTORS
Matt Dorband, AMI ASSET MANAGEMENT
Mark Thurston, ALPHA SIGNAL
Patricia Barron-Andrews, BARROW HANLEY