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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:
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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 |
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| 9:15 - 9:45 |
Strategic Insight Presentation: Key Forces Shaping Fund Distribution |
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| 9:45 - 10:45 |
Panel Discussion: The View From Independent & Regional Broker-Dealers |
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| 10:45 - 11:00 |
Coffee/networking break |
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| 11:00 - 11:50 |
Panel Discussion: Operational Strategies in a Changed Environment |
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| 11:50 - 12:20 |
Strategic Insight Presentation: Guarantees in Mutual Funds |
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| 12:20 - 1:15 |
Lunch |
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| 1:15 - 1:45 |
Keynote Speech: Gregory Fleming, President, Morgan Stanley Smith Barney,
President, Morgan Stanley Investment Management |
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| 1:45 - 2:35 |
Panel Discussion: Issues in DCIO |
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| 2:35 - 3:05 |
Strategic Insight Presentation: The Future of Mutual Funds |
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| 3:05 - 3:20 |
Coffee/networking break |
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| 3:20 - 4:10 |
Panel Discussion: Rethinking Fund Product Innovation |
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| 4:10 - 5:00 |
Panel Discussion: The Evolution of Wholesaling |
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| 5:00 - 6:30 |
Buffet dinner and cocktail party |
June 20
| 8:30 - 9:00 |
Breakfast |
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| 9:00 - 9:50 |
Panel Discussion: Reaching Independent RIAs |
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| 9:50- 10:50 |
Panel Discussion: The View From National Broker-Dealers |
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| 10:50- 11:05 |
Coffee/networking break |
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| 11:05 - 11:35 |
Strategic Insight Presentation: Growth in Non-Traditional Mutual Funds |
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| 11:35 - 12:25 |
Panel Discussion: Navigating the Global Fund Business |
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| 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.
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