Strategic Insight National Conference


General Inquiries:
Loren Fox
Sr. Research Analyst
Strategic Insight
Tel: +1 212-944-4460
lfox@sionline.com

Sponsorship Information:
Foster Wright
SVP, Business Development
Asset International
Tel: +1 203-595-3280
fwright@assetinternational.com



SINC 2010 thanks its sponsors:

Brown Brothers Harriman

DTCC

Northern Trust

Pershing

SEI

Strategic Insight National Conference
Evolving Opportunities in Fund Distribution, Product Innovation & Retirement Markets
June 28-29, 2010
Pier 60, Chelsea Piers
New York, NY

About | Agenda | Speakers | Venue | Photos | Video Highlights



On June 28-29, 125+ executives from over 75 investment management organizations gathered in New York for the 2010 Strategic Insight National Conference. The theme of the 1 1/2-day event was “Evolving Opportunities in Fund Distribution, Product Innovation & Retirement Markets.” Panels and presentations covered several crucial topics, including what fund distributors are looking for, how to serve key distribution channels, where product innovation is headed, and why retirement plan markets are both challenges and opportunities.

The audience of this high-level conference included C-level executives and senior execs in distribution, product management, planning, or retirement. SINC 2010 offered:

  • Panels with industry experts
  • Moderated discussions with gatekeepers at important broker-dealers
  • Networking with peers in the mutual fund business
  • Content crafted by Strategic Insight, whose research you have trusted for 24 years

To view photos from the event click here.

Basic Agenda | Detailed Agenda

June 28

1:00 – 2:00 Lunch
2:00 – 2:30 Presentation: Key Developments in Fund Distribution
2:30 – 3:20 Panel Discussion: The View From Independent/Regional Broker-Dealers
3:20 – 3:40 Coffee/networking break
3:40 – 4:10 Presentation: Improving Client Development
4:10 – 5:00 Panel Discussion: Understanding the Independent RIA Channel
5:00 – 7:00 Cocktail Party

 

June 29

8:00 – 8:30 Breakfast & Networking
8:30 – 9:30 Panel Discussion: The View From National Broker-Dealers
9:30 – 10:30 Panel Discussion: Effective Wholesaling
10:30 – 11:00 Coffee/networking break
11:00 – 12:00 Panel Discussion: Non-Traditional Retail Products
12:00 – 1:00 Lunch
1:00 – 1:30 Presentation: The Mutual Fund Industry in Transition
1:30 – 2:30 Panel Discussion: Addressing the IODC Market
2:30 – 3:00 Coffee/networking break
3:00 – 4:00 Panel Discussion: Reaching DC Plan Advisors
4:00 Conference Ends

Please note: Registration includes all food, beverages, and conference materials.