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All The Highlights From FundForum U.S. 2013
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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
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90+ Influential Speakers

FundForum USA is the exclusive event for bringing together the largest US & Global gatekeepers & asset managers, as well as the most influential international commentators and research houses.

Exchange Ideas With 250 Top Flight Attendees

Benefit from focussed networking: portfolio manager showcase, meet the gatekeeper lunchtables, small group discussion and more

The Richest Content

"an excellent way to find out how to approach new opportunities with a global mindset vs taking the domestic view" Bryan Burke, Senior VP, Director, Retirement & Insurance, FEDERATED INVESTORS

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WELLS FARGO PRIVATE BANKING, MORGAN STANLEY, PRUDENTIAL; ING RETIREMENT; MML, FIDELITY; AMERICAN BEACON; MERRILL LYNCH; CETERA, ROCKLAND TRUST…

The Most Prestigious US Fund Management Event: Bringing Global Thought Leadership To The US Market

Reviews

"It would be hard to say how much I enjoyed the conference. I met a ton of really interesting people and enjoyed it all."
Dennis Gibb
PresidentSWEETWATER INVESTMENTS
"The content was especially impressive – incredibly rich and specific."
Tim McCarthy
Former Chairman & CEONIKKO ASSET MANAGEMENT

 

The Best Networking At FundForum USA, The Best Content

Networking
 
Speaker

FundForum 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.

Ahead of this year’s FundForum International, Editor In Chief Jenny Adams highlights what is new in 2014, and how you can get the most out of your time at this year’s conference. Remember you can follow all of the event coverage on Twitter by following @FundForum and/or using the #FFORUM14 hashtag. How should people prepare in advance for...

The post 7 ways to succeed at FundForum International appeared first on FundForum - The World's Leading Asset Management Event Blog.

Written by Ian Goldin When asset managers invest in a particular company or asset, they do so in anticipation that the asset will enjoy positive performance over the coming years or indeed decades. It is therefore inherently in asset managers’ interest to build a bridge from the short to long term, for it is the...

The post Revaluing the Future: The role of Asset Managers in thinking long term appeared first on FundForum - The World's Leading Asset Management Event Blog.

Companies Who Attended FundForum USA 2013

  • Absolute Strategy Research
  • Accelerando Associates
  • Ajeej Capital
  • Al Masah Capital
  • Alliance Bernstein
  • Allianz
  • Altegris
  • Anton LeMieux Financial Group
  • Arendt & Medernach LLC
  • Arqaam Capital
  • AXA Investment Managers
  • Babson Capital Management LLC
  • Barclays Wealth
  • Baron Capital
  • BCG
  • Bell Investment Advisors
  • Benjamin Ball Associates
  • Blackrock
  • BOCHK Asset Management
  • Bridge Consulting
  • Capital Fiduciary Partners
  • Carnegie Asset Management
  • Cerulli
  • Cerulli Associates
  • Cetera Financial Group
  • Charles Schwab
  • Charles Schwab & Co.
  • Charles Schwab Investments
  • Claritas Wealth Management
  • Clearbridge Advisors
  • Columbia Management
  • Commonwealth
  • Coutts
  • Deer Isle Capital
  • DWS Scudder
  • Eagle Asset Management
  • Eaton Vance
  • ECM
  • Envestnet
  • Envision Financial Systems Inc
  • Epoch
  • Epoch Investment Partners
  • Ernst & Young LLP
  • FACTSET RESEARCH SYSTEMS INC
  • Federated Investors
  • Fidelity
  • Franklin Templeton
  • Front Street Private Bank Barbados
  • F-Squared Investments
  • GAMCO
  • GatekeeperIQ
  • Genworth Wealth Management
  • GSAM
  • Guggenheim
  • Harvard Business School
  • Hatteras Funds
  • Hearts & Wallets
  • Hermes Fund Managers
  • Hermes SourceCap
  • Highline Wealth Management
  • HSBC
  • ICBC Credit Suisse Asset Management
  • Ignites – a Financial Times service
  • ING
  • ING Investment Management
  • Institutional Investor News
  • Investec
  • Janney Montgomery Scott
  • John Hancock Funds Llc
  • JP Morgan Asset Management
  • Kleinworth Benson Investors Dublin Ltd
  • Korea Investment Management Asia
  • Lazard Asset Management
  • Legg Mason
  • Loomis Sayles
  • Lord Abbett
  • LPL
  • Manning & Napier
  • Manulife Asset Management
  • MassMutual
  • Morgan Stanley
  • Nationwide Investment Group
  • Neuberger Berman
  • Nextam Partners
  • Nikko Asset Management Americas, Inc.
  • Nordea
  • North Gate Advisors, LLC
  • Nuveen Asset Management
  • Old Mutual
  • Oppenheimer Funds
  • Petite Entreprise N'Goroma et Compagnie
  • Pioneer Investment funds
  • PNC Capital Advisors
  • Polaris Capital
  • Polaris Capital Management, LLC
  • Potomac Research group
  • Principal Global
  • Propinquity
  • Prudential
  • Rainier Investment Management
  • Robeco
  • Rockland Trust
  • RR Donnelley
  • Russell Investments
  • Santander Asset Management
  • Schwab
  • SEB
  • Sectoral Asset Management
  • SEI
  • SourceMedia
  • SSGA
  • State Street Global Advisors
  • StatPro
  • Stifel
  • Strategic Insight
  • Sweetwater Investments
  • Swiss & Global Asset Management Ltd
  • Symetra Investment Services
  • The Colony Group
  • The Compass Group
  • Thomson Reuters
  • Thornburg Investment Management
  • TIAA-Cref
  • Touchstone Investments
  • Transparent Value
  • UBS Wealth Management
  • Venture Capital Trust Fund
  • Wellesley Investments
  • Wells Fargo Advantage Funds
  • Wells Fargo Wealth Management
  • Windham Capital Management

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