Asset Manager Showcase Logo
Featuring Ric Edelman's Post-Conference Workshop Practice Management Secrets

Keynote Speakers

Ric Edelman Robert Eisenbeis Bill Miller Steven Wallman Don Yacktman

Ric Edelman
Chairman and CEO
Edelman Financial Services


Dr. Robert A. Eisenbeis
Vice Chairman and Chief Monetary Economist, Cumberland Advisors


William H.

Chief Investment Officer
Brinker Capital

Steven M.H.

Founder & CEO, FOLIOfn, Inc.


Partner and
Portfolio Manager
of Yacktman Asset Management

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.

*Hotel information will be available soon.

2014 Asset Manager Partners/Presenters

AMG Funds Baron Funds


Folio Institutional
  GL Capital Partners
Huntington FundsMeritage
Larkin Point


Oberweis Funds
Oberweis Funds PearTreeFunds
Rescore Property Savile
Stanley-Laman Group Waypoint Residential
wellesleyInv wellesleyInv


Copyright © 2014 Charter Financial Publishing Network Inc. All rights reserved.