About The Conference

What is unique about this conference and why will fiduciaries attend?

• This conference is structured to be the pre-eminent investment manager research and due diligence conference for fiduciaries.
• Fiduciaries are extremely busy and the financial crisis of 2008 and the ensuing market volatility has increased workloads and added new levels of complexity and most importantly costs.
• This conference was specifically designed to meet the investment manager research and due diligence needs of the attendees.
• The hotel room rate is highly competitive for the premium level of venue and the location has easy access and is served by major discount airlines.
• The conference is scheduled to last 2 days, in which a fiduciary attendee will the opportunity to cost effectively listen and meet with over 50 exhibiting investment management firms.
• One on one individual presentation rooms during the entire event for firm specific presentations.
• Separate technology providers exhibit and training room.

Who Should Attend?

• Institutional Consultants
• Private Banks – US & Global
• Emerging Private Banks – Regional
• Defined Contribution Alliances – National
• Defined Contribution Administrators – Regional
• Wirehouse Broker/Dealers – Mutual Fund Wrap, Institutional
• Wirehouse Corner Office Teams
• Regional Broker/Dealers – Mutual Fund Wrap, Institutional
• Independent Broker/Dealers – Mutual Fund Wrap
• Bank Broker/Dealers – Mutual Fund Wrap
• Insurance Broker/Dealers
• TAMPs
• RIAs
• RIAs – Wealth Management Family Offices
• Mutual Fund Supermarkets
• Sub-Advisory
• Direct Plan Sponsor