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All The Highlights From FundForum U.S. 2013
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FundForum >profile  Good morning, and welcome to Day 1 here in Dubai. Follow and join the discussion using #FFME14 - get tweeting! What's the hot topic? about 1 hour ago. · reply · retweet · favorite
FundForum >profile  Combine networking with the most relevant #investment content during new strategy labs, at #FFME14 http://t.co/H6CoPlHC0b 13 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: The sooner China can accept that 5 percent is the new 7 percent growth, the better says Mia e's Chadha #ffme14 @fundforum 15 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: The collected wealth of Middle Eastern experience on stage now at #ffme14. @fundforum 15 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: Smart beta panel causing some controversy. How do we allocate by risk factors and what should investors be aware of? #ffm 15 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: MASIC struggles to find public equity opportunities in Africa, but would welcome to learn about infrastructure #ffme14 @f 15 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: Many institutional investors have short term return horizons, creates an #arbitrage opportunity for longer term investor… 18 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: Deciding whether a manager can achieve absolute returns depends on the time horizon #ffme14 @fundforum @GAIM_Intl 18 hours ago. · reply · retweet · favorite
FundForum >profile  Understand drivers of regional economy. Nasser Saidi gives sessions on employment, demographics, real estate #FFME14 http://t.co/fc5guGRFCY 18 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: Nothing more likely to get you sacked than getting your (currency) hedging wrong: threadneedles' Davies #FFME14 @Global_D 18 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: Pioneer Investments' Piergaetano Iaccharino says now is the time for Japan ... Do you agree? #ffme14 @fundforum 18 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: The more I speak with Emerging Market managers, the less I think you can treat them as a homogeneous group. #ffme14 @fund 18 hours ago. · reply · retweet · favorite
FundForum >profile  1/3 meeting and networking time at #FFME14 – make the most of it through MyFundForum and One-To-One http://t.co/LQGf5x2NH8 20 hours ago. · reply · retweet · favorite
FundForum >profile  RT @FajrCapital: Fajr Capital participating at #ffme14 tomorrow. Join us for the interactive roundtable session on asset management. @Ellie 20 hours ago. · reply · retweet · favorite
FundForum >profile  RT @EllieLaverty: There is greater political risk in the UK than people discount for #ffme14 @fundforum 20 hours ago. · reply · retweet · favorite
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Influential Asset Management CEOs
Influential Asset Management CEOs
Barry S. McInerney Co-Chief Executive Officer BMO GLOBAL ASSET MANAGEMENT
Bob Reynolds CEO Putnam Investments
Ted Truscott CEO, Global Asset Management COLUMBIA MANAGEMENT
Scott Powers CEO State Street Global Advisors
Key Gatekeepers & Fund Buyers
Key Gatekeepers & Fund Buyers
Paul Hatch Head Advice and Solutions, Wealth Management UBS WEALTH MANAGEMENT AMERICAS
Brad McMillan CIO COMMONWEALTH FINANCIAL
Eli Broverman Co Founder and COO BETTERMENT
James Austin Senior Vice President, Lead Investment Analyst, Global Manager Research WELLS FARGO WEALTH MANAGEMENT
New US & Global Thought Leadership
New US & Global Thought Leadership
Greg Davies Head Of Behavioural & Quantitative Investment Philosophy BARCLAYS WEALTH
Sebastian Dovey Managing Partner SCORPIO PARTNERSHIP
Greg Valliere Chief Political Strategist POTOMAC RESEARCH GROUP
Zachary Karabell Head of Global Strategy ENVESTNET
The US Gatekeeper Summit
The US Gatekeeper Summit – October 27th
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90+ Most Powerful US Fund Players Speaking

FundForum USA, the exclusive community that brings together the largest US & Global gatekeepers & asset managers

Hard Outcomes From Small Group Networking With 250 Top Players

Exchange ideas in your top-flight community

Benefit From Content & Conversations You Cannot Find Online

How the FundForum experience enables you to win more business opportunities

 

Engage With 50+ Gatekeepers

Meet the top incumbants & emergents from Wells Fargo, to UBS, American Beacon, Cetera & Betterment

Your Premium Gateway To Community, Conversations and Content You Cannot Google

Reviews

"This event is an excellent way for me to further a global mindset to our opportunities vs a domestic mindset"
Bryan Burke
Senior VP, Director of Retirement & InsuranceFederated Investors
"FundForum USA really was a “who is who” of the investment community with several trillion dollars in AUM all together in one place with enough time and opportunity to actually get to know each other and do business the old school way - face to face. You cant email or facebook a handshake. Probably the one "must-attend" conference in the USA each year. Top marks for content, calibre and organization."
Anric Blatt
Chairman Global Fund Exchange Holdings and portfolioEarth Wind & Fire Fund

FundForum USA's Key Business Benefits You Cannot Find Elsewhere

 

Most Effective Networking & Unique Content At FundForum USA

Networking

Gatekeepers Attending FundForum USA 2014

  • Wells Fargo Wealth Management
  • Cetera
  • MML Investment Advisors
  • Schwab Center For Financial Research
  • American Beacon
  • Bell Investment Advisors
  • Merrill Lynch
  • Rockland Trust
  • Envestnet
  • Schwab Centre for Financial Research
  • Sweetwater Investments
  • FIA
  • Raymong James and Associates
  • UBS
  • Tessera Capital Partners
  • RBC Wealth Management
  • Brompton Asset Management
  • UBS Financial Services
  • Commonwealth
  • Anton Lemieux Financial Group
  • American Beacon
  • ING Retirement
  • Hamersley Partners
  • Arrow Partners
  • Pacific Life
  • Fortigent
  • We Family Office
  • Betterment
  • Prudential Investments
  • Morgan Stanley Wealth
  • USAA
  • Anand Rathi Financial Services Ltd
  • Clearbrook Global Advisors
  • Fidelity Investments
  • State Farm VP Management Corp.
  • New York Life / MainStay Investments
  • MassMutual Retirement Services
  • Envestnet
  • Bell Investment Advisors
  • Beamonte Investments
  • Quantitative Equity Strategies, LLC
  • Goliath Capital Management
  • Orchidee Advisory
  • MSWM Relationship Management Group

FundForum Blog

By Fred Ingham - Head of International Hedge Fund Investments, Neuberger Berman Alternative Investment Management   On May 2, 2013, the 10-year Treasury yield reached its year-to-date low of 1.63%, before going on rise to 3.04% by year end.  This led to a meaningful outflow from investment grade fixed income and conventional income generating strategies in...

The post Hedge Funds offer alternative to bonds in a rising rate environment appeared first on FundForum - The World's Leading Asset Management Event Blog.

As we quickly approach FundForum Middle East in Dubai this September, we get to know a little more about some of our key speakers with a brief word from Fred Ingram, Shawn Mato and Snehal Urankar, who will all be presenting at this years event in Dubai. The great rotation: from bonds into… FI…”liquid alternatives” SM…”global...

The post FundForum Middle East – 3 Speakers in 30 Seconds! appeared first on FundForum - The World's Leading Asset Management Event Blog.

Danielle Press spoke at FundForum International 2014.  Hear more from her in our exclusive interview below, and read the full article beneath from Equip on driving Engagement. Despite the libraries of behavioural studies, there is really no mystery to consumer behaviour. Consumers respond to messages that resonate with them. What makes messages resonate is all...

The post Relevance and Timeliness Drive Engagement appeared first on FundForum - The World's Leading Asset Management Event Blog.

By Jenny Adams, Editor In Chief, FundForum International jadams@icbi.co.uk @JenLoewiAdams @FundForum   What a buzz. With over 1200 delegates from over 45 countries,  240 top tier speakers, over 150 different sessions and facilitated engaged  conversation pieces, a new style agenda, more  tweets, more social media coverage and more participation than ever, FundForum just felt great. So...

The post Editor’s Top Picks From 2014 appeared first on FundForum - The World's Leading Asset Management Event Blog.

By Jenny Adams, Editor In Chief, FundForum International jadams@icbi.co.uk @JenLoewiAdams @FundForum Industry Leaders Post-Event Action Plan Follow up from 2014: Urgent Themes for 2015 We asked 25 leading CEOs, CIOs and Fund Selectors: what should Asset Management do to deliver more value, justify higher fees and create a sustainable business model? Our participants, from Allan Pollack, CEO,...

The post Urgent Themes for 2015 appeared first on FundForum - The World's Leading Asset Management Event Blog.

The FundForum Day Two Round-Up Report The Synopsis FundForum Day Two focused on managing uncertainties and engaging clients. How does Asset Management, as an industry, can cope with hidden risks and prepare for new opportunities? The plenary sessions focused on 3 main challenges: 1) attracting long term savings, through what channels? with what vehicles ? 2)...

The post FundForum Day Two Review – Who were the Key Speakers? appeared first on FundForum - The World's Leading Asset Management Event Blog.

 The FundForum Day One Round-Up Report The Synopsis Day 1 at FundForum International 2014 addressed how the Asset Management industry positions itself in the value chain. Dr Ian Goldin, Professor at Oxford, and Vice Chair of the Commission for the future generations, challenged a panel of CEOs to respond to the critical issue of long...

The post FundForum Day One Overview – What were the main themes? appeared first on FundForum - The World's Leading Asset Management Event Blog.

 The Summit Day at FundForum Round-Up Report What were the main themes and discussion points arising from Summit Day at FundForum International 2014?  Watch our video round-up, and read more about the highlights of the day below, as we dissect the key points raised during the Summit. The Synopsis The Global Distribution Summit Day challenged...

The post The Key Themes from Summit Day at FundForum International 2014 appeared first on FundForum - The World's Leading Asset Management Event Blog.

FundForum International 2014 - Insights from Day Two: How can decision makers cope with uncertainties? How society can save more? How to attract those savings? Which channels? Are Ecommerce platforms a solution to access the new young generation for retirement plans? Goldman Sachs AM creates initiative to support women working projects around the world? How China sees...

The post Insights from Day Two – FundForum International 2014 appeared first on FundForum - The World's Leading Asset Management Event Blog.

For the first time at FundForum International this year, we are running Social Media Sandbox (aka Social Media Surgery) sessions, revolving around the issues on embedding Social Media into the Investment Management industry as everyday business tools. Andrew Walker, Tweetminster, and Jonathan Taylor, BNP Paribas, will be running four of these workshops next week.  Ahead...

The post Adopting Social Media in the Funds Industry appeared first on FundForum - The World's Leading Asset Management Event Blog.

Download Latest Information Now

(updated 20 September 2014)

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FundForum Latin America 2014

1st - 3rd December 2014
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