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All The Highlights From FundForum U.S. 2013
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Influential Keynote Speakers
Influential Keynote Speakers
Cass Sunstein Professor & Co-Author of NUDGE HARVARD LAW SCHOOL
Bill Miller Fomer CIO LEGG MASON
Bob Pozen Senior Lecturer HARVARD BUSINESS SCHOOL
Bob Doll Chief Equity Strategist, Portfolio Manager NUVEEN ASSET MANAGEMENT
More Global & Local Gatekeepers
More Global & Local Gatekeepers
Jauri Häkkä Executive Director Manager Selection NORDEA ASSET MANAGEMENT
Mattias Hagen Head Of Manager Research SEB WEALTH MANAGEMENT
Greg Maddox Director, Manager Research & Risk Analytics WELLS FARGO WEALTH MANAGEMENT
Gary Dugan CIO, Middle East & Asia Coutts
International & US Asset Mgt Experts
International & US Asset Mgt Experts
Bill Eigen Managing Director JP MORGAN ASSET MANAGEMENT
Dan Kingsbury CEO PIONEER INVESTMENTS
Marie Chandoha President & CEO CHARLES SCHWAB INVESTMENT MANAGEMENT
Shawn Lytle CEO, Americas UBS GLOBAL ASSET MANAGEMENT
The Global Distribution Summit
The Global Distributions Summit – October 28th
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100+ Influential Speakers

FundForum USA brings together local and international commentators: asset managers as well as the highest proportion of gatekeepers

Network With 300 Attendees

Unique networking opportunities: the portfolio manager showcase, meet the gatekeeper lunchtables, Champagne roundtables and more

The Richest Content

"I enjoyed the whole thing. The venue was fantastic. What I saw was well organized, thoughtful, and valuable." Brad McMillan, COMMONWEALTH FINANCIAL

50+ Gatekeeper Attendees

Including: WELLS FARGO PRIVATE BANKING, LPL, ENVESTNET, FIDELITY, UBS, HIGHLINE WEALTH MANAGEMENT

North America's Most Prestigious Fund Management Conference: Bringing Thought Leadership In Global Asset Management To The US Market

Reviews

"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
"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

 

The Best Networking At FundForum USA, The Best Content

Networking
 
Speaker

FundForum Blog

Why is the future bright in Asian Asset management?  Will Asia be the engine of world growth?  We caught up with Roy Stockell, Ernst & Young, last year on FundForum TV to get an idea on what trends Ernst & Young are seeing in the Asia region. Roy told us that they firmly believe Growth will...

The post Asian Asset Management – The Future is Bright appeared first on FundForum - The World's Leading Asset Management Event Blog.

Jay Moore, Senior Vice President at Brown Brothers Harriman, who heads up the product development for foreign exchange at BBH, talks to FundForum TV about the presentation he gave at FundForum USA, centred on the Foreign Exchange Hedging Program, and Share Class Performance. You can find out more about upcoming FundForum events by visiting the...

The post Jay Moore: How a Foreign Exchange Hedging Program influences Share Class Performance appeared first on FundForum - The World's Leading Asset Management Event Blog.

At FundForum USA in 2013, we were joined by Greg Valliere, who has 30 years experience in fiscal and monetary policy, and politics.  Greg stops by to talk about the Debt Ceiling, Washington, Government Shutdowns, the implications of the 2016 Election, and why there will not be a new Tax Bill, Greg Valliere was speaking...

The post Greg Valliere: Tax Reform Pipeline, “A Lot of Smoke, but no Fire” appeared first on FundForum - The World's Leading Asset Management Event Blog.

Fresh from a successful event in Dubai for FundForum Middle East 2013, check out all our photos from across the three days. Did you make the cut? For news on upcoming FundForum Global Series events, visit our website to see where you can join us next! Post by FundForum Global Series.

The post Photos from FundForum Middle East 2013! appeared first on FundForum - The World's Leading Asset Management Event Blog.

In the lead-up to FundForum Latin America in 2013, we got to know Andrea Cattaneo, Head Of Asset Manager Solution, Asset And Fund Services BNP Paribas Securities Services.   Why now more than ever emerging market asset managers are looking to UCITS to sell their products aboard? This is driven mainly by two factors. At the beginning...

The post UCITS Insights with Andrea Cattaneo appeared first on FundForum - The World's Leading Asset Management Event Blog.

By Erik L van Dijk, CEO/CIO Fresh from speaking at FundForum Middle East, Erik van Dijk, LMG Emerge, shares with us some research on the importance of the MENA region, even after the most recent index changes.   The most recent changes in the MSCI Indices were interesting ones, especially from a MENA point of view....

The post Why MSCI Underestimates the Importance of the MENA Region appeared first on FundForum - The World's Leading Asset Management Event Blog.

  We catch up with two of the gatekeeper speakers from FundForum USA.   Meet Neal Simon, Highline Wealth Management, and Mattias Hagen, SEB.     What is the first thing you notice about an asset manager who walks into your office?       Neal Simon (NS) - “Their handshake” Mattias Hagen (MH) - “If he/she is their also...

The post 30 Seconds with Two Gatekeepers – Speaking at FundForum USA appeared first on FundForum - The World's Leading Asset Management Event Blog.

We are delighted to announce a new addition to the FundForum Global Series – introducing our brand new FundForum One-to-One Meetings. One-to-One meetings provide a brand new way for Asset Managers and Fund Selectors to connect and talk business via a more structured process. We understand that the most important part of your event experience...

The post Introducing New FundForum One-to-One Meetings appeared first on FundForum - The World's Leading Asset Management Event Blog.

Navin Baby is VP, Investments of one of Saudi Arabia’s leading business groups- Alturki; whilst Mark Watts has recently assumed the role of Head of Asset Management and CIO at NBAD. Both Navin and Mark spoke at the 2013 FundForum Middle East event.   Meet Navin Baby…   What is the first thing you notice about an...

The post Two Perspectives on Middle Eastern Asset Management appeared first on FundForum - The World's Leading Asset Management Event Blog.

Greg Valliere of Potomac Research Group reveals a few bites of what he addressed at FundForum USA  in 2013 during his ‘Washington Insider’ presentation: 1) The pace of Federal Reserve tapering: There are several factors — inflation, the jobless rate, global economic growth, etc. — that will determine the pace of Fed action this fall. One thing is...

The post Coming up at FundForum USA – chat with Greg Valliere, Potomac Research 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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Download Latest Information Now

(updated 20 April 2014)

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

Dates tbc
Venue to be confirmed


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