What is unique about this conference and why will fiduciaries attend?
- This conference is structured to be the pre-eminent investment manager research and due diligence conference for fiduciaries.
- Fiduciaries are extremely busy and the financial crisis of 2008 and the ensuing market volatility has increased workloads and added new levels of complexity and most importantly costs.
- This conference was specifically designed to meet the investment manager research and due diligence needs of the attendees.
- The hotel room rate is highly competitive for the premium level of venue and the location has easy access and is served by major discount airlines.
- The conference is scheduled to last 2 days, in which a fiduciary attendee will the opportunity to cost effectively listen and meet with over 50 exhibiting investment management firms.
- One on one individual presentation rooms during the entire event for firm specific presentations.
- Separate technology providers exhibit and training room.
Who Should Attend?
- Institutional Consultants
- Private Banks - US & Global
- Emerging Private Banks - Regional
- Defined Contribution Alliances - National
- Defined Contribution Administrators - Regional
- Wirehouse Broker/Dealers - Mutual Fund Wrap, Institutional
- Wirehouse Corner Office Teams
- Regional Broker/Dealers - Mutual Fund Wrap, Institutional
- Independent Broker/Dealers - Mutual Fund Wrap
- Bank Broker/Dealers - Mutual Fund Wrap
- Insurance Broker/Dealers
- TAMPs
- RIAs
- RIAs - Wealth Management Family Offices
- Mutual Fund Supermarkets
- Sub-Advisory
- Direct Plan Sponsor