OCTOBER 1–2, 2014 | HYATT REGENCY BOSTON

Featuring CE Approved* Keynote and General Session Presentations by Sallie Krawcheck and Ric Edelman plus 20 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.

Click Here for Edelman Financial Services's Complimentary Registration

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

Your complimentary registration includes Special Day-Two Post Conference Workshop with Ric Edelman: Practice Management Secrets Special 3-Hour Session: How to Get More Clients, and How to Keep Them.

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CE Approved* General Session Presentations Include:.

•	Investing 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 Advisors
•	Star Investors Examine Factors Affecting Markets and Alternatives featuring Margie Patel of Wells Capital Management

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.
•	John Collins, CIMA®, ChFC® - Oberweis Asset Management
•	Ryan Donovan - Orion Advisor Services, LLC
•	Andrew Dudley, CFA® - Context Asset Management
•	Ubong Edemeka - Jennison Associates
•	Mark E. Eveans, CFA® - Meritage
•	Patrick Galley - RiverNorth
•	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
•	Edward Perkin - Vice President, Eaton Vance Management
•	Daniel Satchkov - RiXtrema
•	Dan Thibeault - GL Capital Partners
•	Alex Umansky - Baron Funds
•	Michael Winchell - 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. 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.

Click Here for Edelman Financial Services's 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

Asset Manager Partners/Presenters

Confirmed Asset Manager Partner_Presenters

Additional Asset Manager Partner/Presenters to be announced soon!