May 19-20, 2014 | Swissotel | Chicago

Click Here for Complimentary Registration

For Advisors who perform their own research and portfolio manager selection,
Due Diligence Officers, Research Directors/Managers, Analysts and CIO’s

The Oberweis International Opportunities Fund, recipient of two Lipper Fund Awards, 2014, for best fund in International Small/Mid-Cap Growth Funds classification for 3-years and for 5-years, has been added to the Financial Advisor Asset Manager Showcase line-up in Chicago!

Featuring Keynote Presentation by Tom Ricketts, Chairman of the Chicago Cubs and 20 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.

In addition to dozens of 35-minute Portfolio Manager Presentations, the Chicago Showcase will feature four CE credit approved general sessions including:

•	From Bonds to Baseball with Day-two lunch speaker Tom Ricketts, Chairman of Incapital LLC; Chairman of the Chicago Cubs
•	A Look Inside The Minds Of Pre-Retirees And Retirees with George Walper Jr. President of the Spectrem Group.
•	All-Star Investor Panel with Charles Stucke, CIO of Guggenheim Partners and Co-Head of Guggenheim Investment Advisors and Stephen Weiss, CIO and Managing Partner of Short Hills Capital Partners, LLC.

Portfolio Manager Presenters Include:

•	Nicholas Alonso, CFA^® - Portfolio Manager, Multi Asset, PanAgora Asset Management
•	Matthew K. Berler - President, CEO & Portfolio Manager, Osterweis Capital Management
•	Brian Boyle - President, Boyle Capital
•	Isaac Braley - President, Director and Portfolio Analyst, BTS
•	Brody J. Browe - Executive Director, Portfolio Specialist, Franklin Square Capital Partners
•	Alex Crooke - Portfolio Manager, Henderson Global Equity Income and Dividend & Income Builder Funds
•	Carlos Diez - Founder & CEO, MarketGrader Capital
•	David Gong - Senior Portfolio Manager, The Stanley-Laman Group, Ltd.
•	Alexander R. Graham, CAIA - Portfolio Manager and Senior Analyst, Longfellow Investment Management
•	Ashraf A. Haque - Research Analyst and Portfolio Manager – Sands Capital Management LLC
•	Bernard R. Horn Jr. - President and Portfolio Manager, Polaris Capital Management, LLC
•	Michael Kass - Vice President, Portfolio Manager, Baron Funds
•	George Kellner - Founder, CEO and CIO, Kellner Capital
•	Greg Miller - CEO and Co-Chief Investment Officer, Wellesley Investment Advisors
•	John Osterweis - Chairman and CIO, Osterweis Capital Management
•	Mark R. Painter, CFA® - Portfolio Manager, The Stanley-Laman Group, Ltd.
	Mark Pearson - Founder, President and CIO, Nepsis Capital Management™
•	Eric H. Schoenstein - Portfolio Manager, Jensen Investment Management
•	Dan Thibeault - CIO and CEO, GL Capital Partners
	Bryant H. VanCronkhite, CFA® - Portfolio Manager, Special Global Equity, Wells Capital Management
•	Michael Winchell - CIO and Managing Member, Larkin Point Investment Advisors LLC

The Showcase streamlines the traditional fund screening, selection and due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships.

•	Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
•	Advisors and gatekeepers gain insight from individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics.
•	Benefit from 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.
•	Registration includes breakfast and lunch on both day-one and day-two, an evening cocktail reception on day-one, and networking breaks throughout.

Click here to view the agenda, and for more information.

Click Here for Complimentary Registration

For Advisors who perform their own research and portfolio manager selection,
Due Diligence Officers, Research Directors/Managers, Analysts and CIO’s

Hotel rate $259, click here to reserve your room today.

For more information on speaking or sponsorship opportunities contact
David Smith at 732.450.8866, ext. 26 or [email protected]

www.fa-mag.com/asset-manager-showcase

Confirmed Asset Manager Partner/Presenters

Resource Partners

Content Contributor

Additional Asset Manager Partner/Presenters to be announced soon!