Exceptional Family Office

SEPTEMBER 29-30, 2014  |  HYATT REGENCY BOSTON

From BostonClick 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

 

From BostonClick here to view the agenda
From BostonClick here to reserve your hotel room

Follow us on Twitter @#fa-boston for conference discussions


From BostonFeaturing Keynote and General Session Presentations by Ric Edelman, Sallie Krawcheck and Steven Rattner plus 20 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.

From BostonInvesting in Women with opening general session speaker Sallie Krawcheck
How Emerging Technologies Will Change Your Advice and Service and How You'll Deliver Them, with Luncheon Speaker Ric Edelman
Advisor CIO Panel with Mark Green of Oxford Financial Group, Ltd. and John LaPann of Federal Street Advisor.

Portfolio Manager Presenters Include:

Nicholas Alonso, CFA® - PanAgora Asset Management
Sumanta Biswas, CFA® - Polaris Capital Management, LLC
Isaac Braley - BTS Asset Management  
Brody J. Browe - Franklin Square Capital Partners
Cory Clark - DALBAR, Inc.
Ryan Donovan - Orion Advisor Services, LLC
Andrew Dudley, CFA® - Context Asset Management
Mark E. Eveans, CFA® - Meritage
Bernard R. Horn Jr. - Polaris Capital Management, LLC
Mike Kane - Hedgeable
Colin Lake - RS Investments
Catherine LeGraw - GMO
Michael Miller - Wellesley Investment Advisors, Inc.
Brendan Murray - Putnam Investments 
Dan Thibeault - GL Capital Partners
Alex Umansky - Baron Funds
Michael Winchell - Larkin Point Investment Advisors LLC

From BostonThe 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. Each event will attract over 100 leading RIAs, financial advisors, due diligence officers, fiduciaries and research managers, for a day and a half of manager presentations, focused on the investment capabilities and insights of select investment management firms and their sub-advisors.

Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels.
Advisors and gatekeepers gain insight from 35-minute individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics.
Benefit from 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, evening cocktail reception on day-one, and networking breaks throughout. 

From BostonClick 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

 

Registration questions? Contact Linda Dunn at [email protected]
or 732.450.8866, ext. 36.

www.fa-mag.com/boston

From BostonAsset Manager Partners/Presenters

Confirmed Asset Manager Partner_Presenters

Additional Asset Manager Partner/Presenters to be announced soon!