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All The Highlights From FundForum U.S. 2013
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My FundForum Networking Portal
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
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
90+ Most Powerful US Fund Players Speaking

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"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
"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"
Roland Meerdter
FounderPropinquity Advisors

FundForum USA's Key Business Benefits You Cannot Find Elsewhere


Most Effective Networking & Unique Content At FundForum USA


Companies Attending FundForum USA 2014

  • ALFI (Association of the Luxembourg Fund Industry)
  • Allego
  • Alliance Bernstein
  • Allianz Global Investors
  • American Beacon
  • Anand Rathi Financial Services Ltd
  • Anton LeMieux Financial Group
  • Arendt & Medernach Llc
  • Arrow Partners
  • Atlanta Life Financial Group
  • AXA Investment Managers Inc
  • Bahrain Economic Development Board
  • Barclays Wealth
  • BD-Insider
  • Beamonte Investments
  • Behringer
  • Bell Investment Advisors
  • Bessemer Trust
  • Betterment
  • Bloomberg
  • BMO Global Asset Management
  • Brompton Asset Management
  • Brown Brothers Harriman
  • Calastone Inc.
  • Canid Asset Management
  • Casey Quirk
  • Cerulli Associates
  • Cetera
  • Cetera Financial Group
  • Clearbrook Global Advisors
  • Columbia Management
  • Commonwealth
  • Compass Group
  • Coredata
  • Create Research
  • Envestnet
  • Envision Financial Systems Inc
  • EPFR Global
  • Epoch Investment Partners
  • Ernst & Young
  • FIA
  • Fidelity Investments
  • FIS Group
  • Fortigent
  • Forward
  • Franklin Templeton
  • FS CAP
  • FSA
  • FUSE Research Network
  • Goliath Capital Management
  • Guggenheim Partners
  • Hamersley Partners
  • Hillside Advisors
  • HSBC
  • Ignites
  • incTANK
  • independent
  • ING Retirement
  • Investec
  • IPE International Publishers Ltd
  • Itcapital
  • John Hancock Asset Management
  • KPMG
  • Market News International
  • MassMutual Financial Group
  • MassMutual Retirement Services
  • Matthews Asia
  • MBMS
  • McLagen
  • Merrill Lynch
  • MFS Fund Distributors
  • "MML Investment Advisers, LLC
  • "
  • MML Investment Advisors
  • Money-Media – A Financial Times Company
  • Moody's Investors Service
  • Morgan Stanley
  • MSWM Relationship Management Group
  • Neuberger Berman
  • New York Life / MainStay Investments
  • New York Life Investment Management
  • Northern Trust Asset Management
  • Novitas Partners LLP
  • Oddo Asset Management
  • Old Mutual Asset Management
  • Oppenheimer Funds
  • Orchidee Advisory
  • Pacific Life
  • Pathfinder Capital
  • PineBridge Investments
  • PNC
  • Potomac Research group
  • Principal Global Investors
  • Prudential Investments
  • Putnam Investments
  • QES
  • Quantitative Equity Strategies LLC
  • Rainier Investment Management
  • Raymong James and Associates
  • RBC Wealth Management
  • Rockland Trust
  • Schroders
  • Schwab Centre for Financial Research
  • Schwartz LLC
  • Scorpio Partnership
  • SEI
  • Societe Generale
  • State Farm Insurance Company
  • State Farm VP Management Corp.
  • State Street Corporation
  • State Street Global Services
  • Stone Harbor Investment Partners
  • Sutherland Global Services
  • Sweetwater Investments
  • T Hayes Consulting, LLC
  • Taulung Shivapuri Saving & Credit Cooperative Ltd
  • Tessera Capital Partners
  • Teton Advisors
  • Touchstone Investments
  • UBS
  • UBS Financial Services
  • UBS Global Asset Management
  • Universal Investment
  • USAA
  • WE Family Office
  • Wellington Management Company Llp
  • Wells Fargo Wealth Management
  • Windham Capital Management
  • Z to A Ventures Llc

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.

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