Asset Manager Showcase Logo
Featuring 18 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.

CE Approved General Sessions Include:

  • The Economics of Wealth Management: Adapting your Business to a Changing Environment featuring Mark Hurley of Fiduciary Network.
  • Three Paths to Low Volatility Investing featuring John Osterweis, Osterweis Capital Management, and Michael Cuggino, Permanent Portfolio Family of Funds.
  • The Continued Growth and Evolution of the Advisory Market featuring Rick Ledbury with The Money Management Institute.

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 on both day-one and day-two, lunch and evening cocktail reception on day-one, and networking breaks throughout.

*Hotel Nikko has a conference rate of $169. Reservations will be available soon.

2014 Asset Manager Partners/Presenters

   Guinness Atkinson
Jensen  Kellner Capital 
Litman Gregory Osterweis
Peach Tree
Schafer Cullen Cap Man  Stanley Laman
Touchstone Investments UMB
wellesley Inv wellesleyInv
Content Partners

Money Management Institute Permanent Portfolio


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