Strategic Insight National Conference

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

Sponsorship Information:
Foster Wright
SVP, Business Development
Asset International
Tel: +1 203-595-3280


SIFFC thanks its sponsors:



Strategic Insight
Future of Funds Conference
October 18, 2010
Le Parker Meridien Hotel
119 West 56th St, New York, NY

About | Presentations | Agenda | Speakers | Venue Add to calendar

The U.S. mutual fund industry faces a new environment, with new demands from fund distributors and new imperatives for product innovation. What complexities must investment management organizations address? How must mutual funds evolve? These issues and more will be the subject of the 2010 Strategic Insight National Conference, a one-day conference to be held October 18 in New York City.

The 2010 Strategic Insight Future of Funds Conference is for any fund executive trying to see the big picture in order to get the small details right – whether you’re a C-level executive or a senior exec in product management, planning, distribution or retirement. This conference offers:

  • Panels with industry experts
  • Insights from decision-makers at important distribution firms
  • Networking with peers in the mutual fund business
  • In-depth research from Strategic Insight


Basic Agenda | Detailed Agenda

October 18

8:30 – 9:00 Registration/Continental Breakfast
9:00 – 10:00 Panel Discussion: “Product Trends: The Perspective of Fund Distributors”
10:00 – 10:30 Strategic Insight Presentation: “The Growth of Non-Traditional Mutual Funds”
10:30 – 10:45 Coffee/networking break
10:45 – 11:45 Panel Discussion: “Target Date Funds and Other Packaged Advice Solutions”
11:45 – 12:45 Panel Discussion: “The Future of Retirement Income Solutions”
12:45 – 1:45 Lunch
1:45 – 2:15 Strategic Insight Presentation: “Fund Share Classes in the Wake of Rule 12b-2 ”
2:15 – 2:30 Coffee/networking break
2:30 – 3:00 Strategic Insight Presentation: “The Next Wave of ETFs”
3:00 – 4:00 Panel Discussion: “Navigating the New Era of Product Innovation”
4:00  Conference Ends

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