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 24 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 100 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.

Fiduciary Gatekeeper Summit attendees will gain answers to the following timely questions:

-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.

Exclusive Opening General Session Introducing the New Morningstar Analyst Rating for Funds:
Morningstar’s star ratings have become a fixture in the public discussion of funds, but as a grade on past performance they tell only part of the story. Morningstar is launching a new Analyst Rating for Funds later this year, designed to supplement the stars, which offer an analyst’s take on which funds have the most investment merit. Attendees at the Fiduciary Gatekeeper Summit will be among the first to hear what these ratings are and what they are not, as Morningstar’s director of fund analysis Karen Dolan walks you through the new system.

2011 Asset Manager Partners/Presenters

2011 Technology Providers & Association Partners

Please join us for the
"Alternative Mutual Funds Forum:
Modernizing Asset Allocation in a Post style-BoxTM World"

Monday, September 26th, 2011 in Boston

Click Here