Asset Manager Showcase Logo

Keynote Speakers

Tom Ricketts

Tom Ricketts
Chairman, Incapital LLC

George H. Walper Jr.
President, Spectrem Group

The goal of the Showcase is to streamline the traditional 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.

Each event will attract over 100 leading RIAs, financial advisors, due diligence officers, fiduciaries and research managers, for a day and a half of presentations focused on the investment capabilities and insights of up to 24 select investment management firms and their sub-advisors....all under one roof!

  •  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.

2014 Asset Manager Partners/Presenters

Baron Funds Baron's 400 ETF
Boyle Capital BTS
 College for Financial Planning Folio Institutional

GL Capital Partners
Kellner Capital Larkin Point
Nepsis Oberweis
Touchstone Investments Stanley-Laman Group
wellesleyInv wellesleyInv

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