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