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.
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.
David Haviland is the portfolio manager for the BCM Strategies. Haviland chairs the BCM investment committee and serves on the BFP Investment and Allocation Committees. Haviland, a managing partner of the firm, has worked in the financial services business since 1986 and is a graduate of The University of Vermont.
Kyle Martin covers the eastern US and is responsible for strategic partnerships and new business development, primarily in the RIA channel. Previous experience includes SteelPath MLP team at OppenheimerFunds, SteelPath Capital Management, Westcore Funds, and Janus Capital Group. He has an MS in Finance and a BS in Business Administration.
Sponsors and Exhibitors
ALTMFX is a leading, independent platform of liquid alternative mutual funds managed by leading hedge fund managers selected for their industry expertise and performance history. The platform seeks to deliver a range of alternative investment strategies to the US Wealth Management and Retirement industry in a daily, liquid mutual fund structure. ALTMFX is regulated by the Investment Company Act of 1940.
Beaumont Capital Management
Beaumont Capital Management’s (BCM) growth strategies help investors participate in bull markets while seeking to protect against large bear market losses. BCM provides rules-based investment solutions to advisors, institutions and retirement plan providers. Clients can opt for purely quantitative strategies or portfolios that combine quantitative and fundamental approaches. All eligible BCM strategies are GIPS verified by an independent third party.
Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Their patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities, and fully integrate billing, performance reporting, and other services.
Huntington Asset Advisors
Huntington Asset Advisors (HAA) is the advisor to Huntington Funds. HAA is a wholly-owned subsidiary of The Huntington National Bank, which is a subsidiary of Huntington Bancshares Incorporated, a $59 billion regional bank holding company headquartered in Columbus, Ohio. At Huntington Funds, they focus on four key investor needs: strategic income, protection against impending inflation, managing volatility and capital appreciation. Their teams of experienced investment professionals shape their investment decisions through a continual analysis of general U.S. and international economic trends, forecast of interest rates, and review of the stock and bond markets. Huntington Funds is dedicated to the following:
- Top Down Investment Process
- Macro Driven Philosophy
- Tactical Money Manager
- Option Overlay with no use of Leverage
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.