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Save the Date for April 2024

The 35th Sub-Advised Funds Forum

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.

Stay tuned for updates on next year's event!

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

There is a reason attendees return year after year to the Sub-Advised Funds Forum. Last year's attendees were able to:

  • Discover trends in markets to understand what asset managers are looking for
  • Hear how the Federal Reserve may respond to current market conditions
  • Outline how volatility plays a significant role in the active ETF space
  • Review current trends in crypto, best practices, and FAQs
  • Understand how the SEC’s involvement in ESG may impact asset classes
  • Network  with colleagues who are 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.