Asset Manager Showcase

May 19-20, 2014 | Swissotel | Chicago

Click Here for Complimentary Registration

For Advisors who perform their own research and portfolio manager selection,
Due Diligence Officers, Research Directors/Managers, Analysts and CIO’s


The Oberweis International Opportunities Fund, recipient of two Lipper Fund Awards, 2014, for best fund in International Small/Mid-Cap Growth Funds classification for 3-years and for 5-years, has been added to the Financial Advisor Asset Manager Showcase line-up in Chicago!

Featuring Keynote Presentation by Tom Ricketts, Chairman of the Chicago Cubs and 20 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.

In addition to dozens of 35-minute Portfolio Manager Presentations, the Chicago Showcase will feature four CE credit approved general sessions including:

From Bonds to Baseball with Day-two lunch speaker Tom Ricketts, Chairman of Incapital LLC; Chairman of the Chicago Cubs 
A Look Inside The Minds Of Pre-Retirees And Retirees with George Walper Jr. President of the Spectrem Group.
All-Star Investor Panel with Charles Stucke, CIO of Guggenheim Partners and Co-Head of Guggenheim Investment Advisors and Stephen Weiss, CIO and Managing Partner of Short Hills Capital Partners, LLC.

Portfolio Manager Presenters Include:

Nicholas Alonso, CFA® - Portfolio Manager, Multi Asset, PanAgora Asset Management
Matthew K. Berler - President, CEO & Portfolio Manager, Osterweis Capital Management
Brian Boyle - President, Boyle Capital
Isaac Braley - President, Director and Portfolio Analyst, BTS 
Brody J. Browe - Executive Director, Portfolio Specialist, Franklin Square Capital Partners
Alex Crooke - Portfolio Manager, Henderson Global Equity Income and Dividend & Income Builder Funds
Carlos Diez - Founder & CEO, MarketGrader Capital 
David Gong - Senior Portfolio Manager, The Stanley-Laman Group, Ltd.  
Alexander R. Graham, CAIA - Portfolio Manager and Senior Analyst, Longfellow Investment Management
Ashraf A. Haque - Research Analyst and Portfolio Manager –
Sands Capital Management LLC
Bernard R. Horn Jr. - President and Portfolio Manager, Polaris Capital Management, LLC
Michael Kass - Vice President, Portfolio Manager, Baron Funds
George Kellner - Founder, CEO and CIO, Kellner Capital
Greg Miller - CEO and Co-Chief Investment Officer, Wellesley Investment Advisors
John Osterweis - Chairman and CIO, Osterweis Capital Management
Mark R. Painter, CFA® - Portfolio Manager, The Stanley-Laman Group, Ltd.
  Mark Pearson - Founder, President and CIO, Nepsis Capital Management™
Eric H. Schoenstein - Portfolio Manager, Jensen Investment Management
Dan Thibeault - CIO and CEO, GL Capital Partners
  Bryant H. VanCronkhite, CFA® - Portfolio Manager, Special Global Equity, Wells Capital Management
Michael Winchell - CIO and Managing Member, Larkin Point Investment Advisors LLC  

The Showcase streamlines the traditional fund screening, selection and due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships.

Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
Advisors and gatekeepers gain insight from individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics.
Benefit from one on one meetings along with group networking opportunities available throughout the event.
Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today's volatile market. 
Registration includes breakfast and lunch on both day-one and day-two, an evening cocktail reception on day-one, and networking breaks throughout.  

Click here to view the agenda, and for more information.

Click Here for Complimentary Registration

For Advisors who perform their own research and portfolio manager selection,
Due Diligence Officers, Research Directors/Managers, Analysts and CIO’s


Hotel rate $259, click here to reserve your room today. 

For more information on speaking or sponsorship opportunities contact
David Smith at 732.450.8866, ext. 26 or

Confirmed Asset Manager Partner/Presenters

Confirmed Asset Manager Partner_Presenters
Resource Partners
Confirmed Asset Manager Partner_Presenters Confirmed Asset Manager Partner_Presenters Confirmed Asset Manager Partner_Presenters
Content Contributor

Confirmed Asset Manager Partner_Presenters

Additional Asset Manager Partner/Presenters to be announced soon!