Welcome. If you're a registered user, please log-in. If not, please sign-up.
All The Highlights From FundForum U.S. 2013
Join FundForum on Twitter
FundForum >profile  RT @HedgeFundRisk: BNP Paribas Securities Services appoints Nick Jenkins to UK depositary bank: United Kingdom f... http://t.co/T7hlwCix9W … 6 days ago. · reply · retweet · favorite
..
Influential Asset Management CEOs
Influential Asset Management CEOs
Barry S. McInerney Co-Chief Executive Officer BMO GLOBAL ASSET MANAGEMENT
Robert Reynolds President & 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
..
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

"I enjoyed the whole thing. The venue was fantastic. What I saw was well organized, thoughtful, and valuable."
Brad McMillan
CIOCOMMONWEALTH FINANCIAL
"The quality of content and the facility were very strong this year."
Tim Clift
Chief Investment StrategistENVESTNET-PMC

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

FundForum 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.

By Matthijs Aler, COO Ohpen Ever since the Dutch King William launched the first investment fund, mutual distribution in continental Europa has known two channels: ‘institutional’ and ‘third party’. Not surprising that investment management firms are solely focused on these channels and all employees, next to the core of the investment management and product development...

The post Matthijs Aler: 6 Reasons Not To Go ‘Direct’ appeared first on FundForum - The World's Leading Asset Management Event Blog.

Join FundForum Online for The Latest Event Updates, Interviews and Discussion

     

More FundForum Series Events You Don't Want To Miss

The 8th Annual

FundForum Middle East 2014: The MENA Investment Management ...

21 - 23 September 2014
Ritz-Carlton, Dubai International Financial Centre


The 7th Annual

FundForum Latin America 2014

1st - 3rd December 2014
Hotel Sofitel Santa Clara, Cartagena, Colombia


..

Co-Sponsors

..
..
..
..

Associate Sponsors

..
..

Endorsed by:

..
..
..