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.
Up to 11.5 CEUs Available.
Investments & Wealth Institute® has accepted “The 32nd Sub-Advised Funds Forum” for 11.5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications..
Up to 7.5 CEUs for the CFP Board (Certified Financial Planner)
Foundation Research Associates is a CFP Board-Registered CE Sponsor, and this program has been accepted by CFP Board for up to 7.5 hours for successful completion of the program.
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