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.

– 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.

 

Speaker

Daniel J. Fuss, CFA, CIC

Daniel Fuss has 56 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm and manage the firm’s flagship Loomis Sayles Bond Fund – which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category – in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income, Dividend Income and Global Equity and Income funds.

Sponsors and Exhibitors

WHV Investments

WHV Investments is a multi-boutique asset manager with offices in San Francisco, Seattle, and Denver. They engage exceptional investment teams worldwide to create compelling investment strategies for their clients, focusing on a variety of equity and alternative credit asset classes.

X

Registration

 

For inquiries on registration please contact:
Linda Dunn,
(732) 450-8866
ext. 36
[email protected]

 

Important Information For All Conference Registrants (attendees, sponsors and speakers):
It has come to our attention that a company called Exhibition Housing Services has been systematically contacting our sponsors, speakers and attendees in an attempt to mislead them into believing that our Conference room block (and discounted rates) are no longer available. This company then tries to secure a credit card number, claiming they can book rooms for our registrants at other nearby hotels. This is a fraud. Please disregard any communications from Exhibition Housing Services, or other similar entities, and contact Linda Dunn, conference coordinator at Financial Advisor magazine with any questions or concerns.

Conference Cancellation Policy
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing at least 45 days prior to the event. No cancellation refunds/requests will be accepted within 45 days of the event.

In the event the conference is cancelled, the producer assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. The Conference producer reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

Details of the Conference provided on this website and in other materials is for your general information and use only. It is subject to change without notice.

X

Speaking/Sponsorship Opportunities

X

Press Inquiries

^