Asset Manager Showcase Logo
San Francisco Boston Chicago Florida

The goal of the Showcase is to streamline the traditional 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.

Each event will attract over 100 leading RIAs, financial advisors, due diligence officers, fiduciaries and research managers, for a day and a half of presentations focused on the investment capabilities and insights of up to 24 select investment management firms and their sub-advisors....all under one roof!


  •  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.
     

2014 Sponsors

Baron Funds Baron's 400 ETF
Boyle Capital BTS
   College for Financial Planning
Dalbar
ETF.com
Folio Institutional Fort-Point
Franklin Square GL Capital Partners
Guinness Hedgable
Henderson

Huntington Funds
Meritage

 
Irth Communications Jensen
Kellner LarkinPoint
LitmanGregory Nepsis
Oberweis Orion Advisor Services
Osterweis Oberweis Funds
PearTreeFunds
Prudential Putnam
RiXtrema
RS Investments

saratoga

schafer cullen cap management

Stanley_Laman

TouchstoneInvestments

UMB

wellesleyInv

wellesleyInv

 

 

 
Content Partners

 
Money Management Institute Permanent Portfolio 

 

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