Top research managers from around the country who have been nominated to an all-star team will be recognized at the inaugural Fiduciary Gatekeeper Research Manager Summit.
The summit, to be held September 26-28 at The Boston Park Plaza Hotel & Towers, is open to leading fiduciary gatekeepers, including due diligence and research managers, from across multiple industry channels. The goal of the event is to streamline the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and to empower decision makers.
In addition to an opening general session introducing the new Morningstar Analyst Ratings, the summit will feature a general session presentation by Mark Yusko, president and CIO of Morgan Creek Capital, and a CIO/Research Director panel featuring Mark Green of Oxford Financial, Joseph Patracuollo of Budros Ruhlin & Roe, and Brad McMillan of Commonwealth Financial.? Approximately 50 portfolio managers, market strategists and economists are presenting during the event on a host of topics that range from Chinese equities to global macro absolute return strategies to currencies.
For more information on the Fiduciary Gatekeeper Summit or the Due Diligence/Research Manager All-Star Team, click here.