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Featuring Keynote and General Session Presentations by Ric Edelman, Dr. Robert A. Eisenbeis, William H. Miller, Steven M.H. Wallman and Donald Yacktman, plus 20 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers.
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Click 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
Complimentary Registration Includes a 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.
Click here to view the agenda
Click here to reserve your hotel room
Follow us on Twitter @#fa-amspga for conference discussions
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Portfolio Manager Presenters Include:
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Nicholas Alonso, CFA® - PanAgora Asset Management |
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Isaac Braley - BTS Asset Management |
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Brody J. Browe CAIA - Franklin Square Capital Partners |
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John Collins, CIMA®, ChFC® - Oberweis Asset Management |
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Mark E. Eveans, CFA® - Meritage |
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William Faulkner - RiXtrema |
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Bernard R. Horn Jr. - Polaris Capital Management, LLC |
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Ed Lynch - Pax World Investments |
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J. Pablo Mariño - Savile Finance Group |
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Todd McMullen - Orion Advisor Services |
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Michael Miller - Wellesley Investment Advisors, Inc. |
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J. Pablo Mariño - Savile Finance Group |
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Charlie Schoenherr - Lehman Brothers |
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James H. Stone - Baron Funds |
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Dan Thibeault - GL Capital Partners |
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Bryant H. VanCronkhite, CFA - Wells Fargo Special Mid Cap Equity |
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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.
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Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels. |
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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. |
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Benefit from networking opportunities available throughout the event. |
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Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today's volatile market. |
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Registration includes breakfast and lunch on both day-one and day-two, evening cocktail reception on day-one, and networking breaks throughout. |
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