Join top speakers and debate the newest research to address the transformational changes affecting asset management and the American saver. Hear and meet with the top US wire-houses, independents and insurance houses from Bob Reynolds, CEO, Putnam Investments to Mark Casady, CEO, LPL Financial to Thomas Faust, CEO, Eaton Vance to Lisa Jones, CEO, Pioneer Investments.
Disintermediation, Transparency, Regulation
Hear new research and practical insights on latest thinking on the application of investment solutions in the portfolio. From liquid and non-traditional alternatives, to income generating funds, to emerging markets.
Uniquely focused on asset gathering trends in high-growth intermediary channels, we ask top gatekeepers what they want from US & Cross-Border Funds & Vehicles? What are the biggest trends in asset gathering in onshore & offshore products? What are the gatekeeper business issues & the implications for asset managers across Sub-Advisory; NRA; RIAs, General Insurance and the new generation of broker and robo-advisors.
Small group roundtables let you get closer to the people and issues that matter. Take advantage of the Networking Drinks Receptions, Closed-Door Briefings and our event App all alloweing delegates to meet the people who they needed to meet one place one time.
Access the latest points of view and thinking from the US Gatekeeper Survey conducted by T. Neil Bathon, Managing Director, FUSE Research Network being unveiled exclusively at FundForum US
Keynote Address from David Laibson, Chair – Department of Economics, Harvard University on the Fiduciary Standards for the Financial Services Industry
VIP closed door discussion with cybersecurity expert Dave Chronister, Managing Partner & Ethical Hacker, Parameter Security. Is your firm ready? Are you asking the right questions? Do you have the right tools in place? Dave will help you identify safeguarding measures.
Sit on the sidelines of a heated debate “Are Consultants Hampering Active Management?” between Jason Voss, CFA, Content Director, CFA Institute and John Rekenthaler, Vice President – Research, Morningstar. Jason and John will debate is risk and return are related in active management and the evolution of benchmarking, style-boxing and tracking errors.
The number of participants, the quality of the speakers and the positive comments I heard from the delegation demonstrates that FundForum USA was a successful event