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.
Sponsors and Exhibitors
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.