April 20-21, 2021
A Live-Streaming Virtual Forum

The 31st Sub-Advised Funds Forum

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.



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.

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

  • Participate in our all-new on-camera small group virtual networking in an environment that allows you to move from group to group with just a double click of your mouse
  • Discuss and network with your peers from around the country – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised and multi-managed funds space
  • Seamlessly connect with peers and gatekeepers in various contexts which is critical to the sub-advisory community’s growth and prosperity
  • Participate in a LIVE video streaming event and connect with speakers and fellow attendees during all sessions, lunches and networking events
  • Enjoy session replay – of any of the presentations as often as you like – for up to 90 days after the event

Platinum Sponsors