Registration Inquiries
Ana-Alyse Castelluccio
Conference Coordinator
Asset International/Strategic Insight
Tel: +1-203-595-3290
acastelluccio@assetinternational.com

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


SIFT 2012 thanks its sponsors:

Access Data

Gemini Fund Services, LLC

Lattice

Strategic Insight
Fund Trends Conference 2012

June 19-20, 2012
Pier 60, Chelsea Piers
New York, NY


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

Fund Trends Conference 2011

On June 19-20, 130+ investment management executives from 80 organizations gathered in New York City for the Strategic Insight Fund Trends 2012 conference. The 1 ½-day event featured discussions of such trends as what is driving innovation in the investment management industry, how successful executives are positioning their firms for the long run, and what distributors and advisors are looking for.

As always, the conference was packed with valuable takeaways and attended by senior investment management professionals with an average of 17 years in the business. Fund Trends 2012 appealed to fund executives trying to see the big picture in order to get the small details right - whether C-level executive or a senior exec in product management, planning, distribution or retirement. This conference 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, a trusted name for 25 years

Basic Agenda | Detailed Agenda

 

June 19

8:30 - 9:15 Breakfast and conference welcome
   
9:15 - 9:45 Strategic Insight Presentation: Key Forces Shaping Fund Distribution
   
9:45 - 10:45

Panel Discussion: The View From Independent & Regional Broker-Dealers

   
10:45 - 11:00 Coffee/networking break
   
11:00 - 11:50 Panel Discussion: Operational Strategies in a Changed Environment
   
11:50 - 12:20

Strategic Insight Presentation: Guarantees in Mutual Funds

   
12:20 - 1:15 Lunch
   
1:15 - 1:45 Keynote Speech: Gregory Fleming, President, Morgan Stanley Smith Barney,
President, Morgan Stanley Investment Management
   
1:45 - 2:35 Panel Discussion: Issues in DCIO
   
2:35 - 3:05 Strategic Insight Presentation: The Future of Mutual Funds
   
3:05 - 3:20 Coffee/networking break
   
3:20 - 4:10 Panel Discussion: Rethinking Fund Product Innovation           
   
4:10 - 5:00 Panel Discussion: The Evolution of Wholesaling
   
5:00 - 6:30 Buffet dinner and cocktail party

 

June 20

8:30 - 9:00 Breakfast
   
9:00 - 9:50 Panel Discussion: Reaching Independent RIAs
   
9:50- 10:50

Panel Discussion: The View From National Broker-Dealers

   
10:50- 11:05 Coffee/networking break
   
11:05 - 11:35 Strategic Insight Presentation: Growth in Non-Traditional Mutual Funds
   
11:35 - 12:25

Panel Discussion: Navigating the Global Fund Business

   
12:25 - 1:25 Lunch, conference ends


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


Continuing Education Credits:
Have a CFA or CIMA designation? SIFT 2012 is approved for 8 hours worth of CE credits by the CFA Institute and the Investment Management Consultants Association.