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 @nickmanjardine: Baker: Smart beta isn't active it's systematic #FFUS14 yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: McKenzie: We need to find a way to stop people looking at market statements and taking the wrong action based on market… yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Panel: Bob Boyda (Hancock) Barb McKenzie (Principal) Glenn Dial (Allianz) and William Marshall (AllianceBernstein) #FFU yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Parker: "Solutions" set to grow via income strategies and participation with protection strategies. #FFUS14 yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: McCaughan: If you think you're going to get guaranteed income in retirement then good luck finding a provider who can s… yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: McCaughan: Hedge fund managers launching mutual funds have to match lower fees of liquid alts with capacity in their fu… yesterday. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Panel: Mark Magnacca (Allego), Chris van Mierlo (Pacific Life) and Andrew Chonofsky (Oppenheimer) #FFUS14 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @ForwardInv: RT @JAlanReid: @BarclayswWealth Greg Davies gave a new view of people's tolerance for #risk #FFUS14 http://t.co/PwsdFqQZpO 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @JAlanReid: @BarclayswWealth Greg Davies gave a new view of people's tolerance for #risk #FFUS14 http://t.co/p2ZBfY5jxd 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Turton: multi-asset income should be next area of growth in liquid Lars. #FFUS14 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @GregBDavies: Up next at #FFUS14 @fundforum on 'Overcoming the Cost of Being Human' 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Panel: Tim Clift (Envestnet), Bruce Picard (MassMutual), Susan Kelly (Commonwealth), Chris McChesney (BBH) and Luca Tur… 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @SteveMarzeotti: "KYC/AML Sword is always changing" Niket Patankar of Sutherland Global @GRC_Accelus #AML @Accelus Org ID #FFUS14 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @rivanoff: The world is underweighted in equities says Bob Reynolds, CEO of Putnam. We r at the Fund Forum USA, #FFUS14 @PutnamToday 2 days ago. · reply · retweet · favorite
FundForum >profile  RT @nickmanjardine: Reynolds: The world is underweighted in equities. 2008 to blame. What's going to bring people back? #FFUS14 2 days ago. · reply · retweet · favorite
..
My FundForum Networking Portal
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
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
..
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

"The event was very well organised and the quality of speakers high. The venue was 5 star and the group of vendors who attended were interesting to meet. I also found the roundtables extremely useful."
Gabriel Garcia
Head, Mutual Funds & Alternatives Investments US Americas InternationalUBS
"I do believe that Fund Forum brings a very interesting mix of people—diverse by product areas, industry segments and geographies—and benefits from a nice approach to scope. Presenters are knowledgable offering useful perspectives developed from experience and offered in an open, discussion style format."
Cooper Abbott
Head Of Investments & COOEAGLE ASSET MANAGEMENT

FundForum USA's Key Business Benefits You Cannot Find Elsewhere

 

Most Effective Networking & Unique Content At FundForum USA

Networking

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.

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

     

More FundForum Series Events You Don't Want To Miss

The 9th Annual

FundForum Middle East 2015: The MENA Investment Management ...

Dates to be confirmed
Venue to be confirmed


The 7th Annual

FundForum Latin America 2014

2nd - 3rd December 2014
Hotel Sofitel Santa Clara, Cartagena, Colombia


..

Co-Sponsors

..
..
..
..

Associate Sponsors

..
..

Exhibitors

..
..
..
..

Endorsed by:

..
..
..