Emulating the conference structure employed by global investment banking firms, this conference will attract over 150 leading fiduciaries, for 2 days of presentations focused on the investment capabilities and insights of up to 30 investment management firms and their selected sub-advisors. The goal of the Summit is to streamline the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and empower decision makers.
 

• Open to leading fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
• Gatekeepers leverage their time by gaining knowledge from over 75 portfolio managers, market strategists and economists, representing dozens of established, boutique, undiscovered and emerging Asset Management firms.
• Gain insight from individual portfolio manager, and dual manager Subject Matter presentations covering a broad range of highly relevant and timely topics.
• Benefit from valuable 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.
• Access to the leading research from Morningstar and an introduction to their new Analyst Ranking system, and how it will affect your business practice and asset allocation policy.
• The Technology Center will allow attendees to learn about the latest available technology from some of the leading providers in the industry.

-The S&P 500 downgrade of U.S. – Is there more downgrades to come?
-European debt crisis – How bad and How long?
-Gold – The new global currency?
-What alternative strategies worked best – Did alternative mutual funds protect on
the downside?
-What are credit spreads telling us? – Where to invest for now.
-What is next for the bond and equity markets? – Opportunities and risks.
-Are we headed for a double dip? – How to identify the next recession and which
asset classes will protect capital.

Plus:
-Tactical opportunities – Where to find Alpha now?
-Outlook for equities across the globe – How to allocate for alpha and volatility?
-Playing the bonus – Best asset classes to invest in for the rebound.

2013 Asset Manager Partners/Presenters