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
- 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
-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.
-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.