Edelman Workshop


Special 3-Hour Session: How to Get More Clients, and How to Keep Them
Ric Edelman1 is one of the nation's most successful financial advisors. His firm, Edelman Financial Services, has 35 offices, more than 100 advisors, 24,000 clients and $13 billion2 in assets under management. Ric will reveal how you can take your own practice to the next level, so you can triple or quadruple your income while enjoying greater career satisfaction.

1Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
2As of June 30, 2014


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


Your Complimentary registration includes admission to the Asset Manager Showcase, October 1-2, which ends with a keynote luncheon address with Ric Edelman, followed by his post-conference workshop.


Asset Manager Showcase

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..

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

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 
Edward Perkin - Vice President, Eaton Vance Management
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 to view the agenda
Click here to reserve your hotel room

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

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


Asset Manager Partners/Presenters

Confirmed Asset Manager Partner_Presenters

Additional Asset Manager Partner/Presenters to be announced soon!