Strategic Insight National Conference


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

Sponsorship Information:
Allana Burke
Business Development
Strategic Insight
Tel: +1 (917) 664-3507
aburke@sionline.com

 

SIFT thanks its sponsors:

BNY Mellon Asset Servicing

Brown Brothers Harriman

Gemini Fund Services, LLC

Ignites Asia

US Bancorp Fund Services, LLC

 

 

 

Strategic Insight
Fund Trends Conference 2011

June 27-28, 2011
Pier 60, Chelsea Piers
New York, NY


About | Agenda | Speakers | Venue | Presentations | Photos | Video Highlights Add to calendar


Fund Trends Conference 2011


Which key trends will shape the investment management industry? How do forward-thinking executives take advantage of the changes that are occurring? What are distributors and advisors looking for? These issues and more will be the subject of Strategic Insight’s Fund Trends 2011, a 1 1/2-day conference to be held June 27-28 in New York City.

As always, our conference will be packed with valuable takeaways and attended by senior investment management professionals with an average of 17 years in the business. Fund Trends 2011 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
  • Moderated discussions with gatekeepers at important broker-dealers
  • Networking with peers in the mutual fund business
  • Content crafted by Strategic Insight, a trusted name for 25 years

 

Basic Agenda | Detailed Agenda

 

June 27

8:30 – 9:00 Breakfast and registration
   
9:00 – 9:15 Conference welcome from Strategic Insight Co-Founder Avi Nachmany
   
9:15 – 10:15 Panel discussion: “The View From Independent & Regional Broker-Dealers”
   
10:15 – 10:40 Strategic Insight Presentation: “Key Forces Shaping Fund Distribution”
   
10:40 – 11:00 Coffee/networking break
   
11:00 – 12:00 Panel discussion: “Effective Wholesaling”
   
12:00 – 1:00 Lunch
   
1:00 – 1:30 Keynote address: Bill Dwyer of LPL Financial
   
1:30 – 2:30 Panel discussion: “Rethinking Asset Allocation”
   
2:30 – 3:00 Strategic Insight Presentation: “The Future of Mutual Funds”
   
3:00 – 3:15 Coffee/networking break
   
3:15 – 4:15 Panel discussion: “The Retirement Income Riddle” 
   
4:15 – 5:15 Panel discussion: “Opportunities in the IODC Market”
   
5:15 – 6:45 Buffet dinner and cocktail party

 

June 28

8:15 – 8:45 Breakfast
   
8:45 – 9:45 Panel discussion: “The View From National Broker-Dealers”
   
9:45 – 10:40 Panel discussion: “Managing Complexity in an Era of Innovation”
   
10:40 – 11:00 Coffee/networking break
   
11:00 – 11:30 Strategic Insight Presentation: “The Growth of Non-Traditional Mutual Funds”
   
11:30 – 12:30 Panel discussion: “Reaching Independent RIAs”
   
12:30 – 1:00 Lunch, conference ends


Please note: Registration includes all food, beverages, and conference materials. Agenda subject to change.