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September 20 - 21, 2021

InterContinental Boston

Join us in Boston for our
32nd Sub-Advised Funds Forum


We are now back in-person with our Sub-Advised Funds Forum! Rest assured we will be taking all necessary precautions for a safe and healthy experience.  Start making your plans now to join us in Boston this Fall.  Limited tickets available.

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.

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
  • Portfolio managers
  • Investment officers
  • Heads of sub-advisory
  • Chief compliance officers
  • Relationship managers
  • Heads of investment product distribution
  • Directors of client servicing
  • Investment consultants

Top Reasons to Attend

  • Seize opportunities as they emerge – get the latest stats and insights on sub-advisory and multi-managed funds and see who is winning mandates where and why
  • Better sell into gatekeepers – compare different ways specific consultants and allocators view and measure ESG as part of due diligence and understand what they do with the data
  • Gain insight into what’s happening with due diligence in this environment, and the latest in manager research and selection strategies to stay on top of your game
  • Network safely in-person with colleagues and peers from around the globe – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – while discussing investment trends, manager research updates, and other essentials.