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The 10th Annual Sub-Advised Funds Forum
Optimizing Returns via Successful Relationships and Strategies in Multi-Managed Funds
September 21st - 22nd, 2010
The Harvard Club, Boston
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What can sub-advisors do to help funds maximize returns in this complex economy?
How do funds go about developing successful relationships with sub-advisors?
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In today’s complex and ever-competitive marketplace, the use of sub-advised funds can be of tremendous aid in helping firms take better advantage of new and lucrative opportunities. The process of hiring sub-advisors however has become increasingly challenging. Learn how to fine-tune your abilities to build and nurture prosperous multi-managed fund relationships at our highly anticipated 10th Annual Sub-Advised Funds Forum.
We’ve brought key industry players together to deliver a program that shares valuable tips and techniques for generating success in this challenging marketplace.
Our Renowned Speaking Faculty Includes:
Tom Warren, UAT, INC
William F. Loehning, FIDELITY INVESTMENTS
Bob Boyda, JOHN HANCOCK FINANCIAL SERVICES
Robert Rude, TRANSAMERICA RETIREMENT SERVICES
Carleton Muench, PACIFIC LIFE FUND ADVISORS
Philip S. Wellman, MASSMUTUAL FINANCIAL GROUP
Andrei Marinich, Vice President, PRUDENTIAL FINANCIAL
Mabel Lung, UBS GLOBAL ASSET MANAGEMENT
Christopher E. Vella, NORTHERN TRUST
Vernon Meyer, HARTFORD LIFE
Bruce Picard, MASSMUTUAL FINANCIAL GROUP
Bill Evans, ING INVESTMENT MANAGEMENT
David Spangler, THRIVENT INVESTMENT MANAGEMENT
Mark Sunderhuse, RED ROCKS CAPITAL LLC
Lynette DeWitt, FINANCIAL RESEARCH CORPORATION
Joseph Hruby, PRUDENTIAL FINANCIAL
James Dunham, PRINCIPAL GLOBAL INVESTORS
Jeffrey M. Ulness, EPOCH INVESTMENT PARTNERS, INC
Robert McGowan, UBS GLOBAL ASSET MANAGEMENT
Allan Chiulli, UAT, INC.
Brian Bader, RAINIER INVESTMENT MANAGEMENT
Scott Terada, TIAA-CREFF
Barbara Manning, CLEARBRIDGE ADVISORS
Michael S. Caccese, K&L GATES LLP
Marco E. Adelfio, GOODWIN PROCTOR
Robert I. Frenkel, LEGG MASON & CO, LLC
Adriana Posada, AMERICAN BEACON ADVISORS
Download the brochure to see the program’s HOT topics of discussion!
In today’s complicated landscape having the right strategies in place is more crucial than ever before. Ensure great success by attending the industry’s only event of its kind!
Top Reasons to Attend:
- Investigate key factors impacting the prosperity of sub-advisor relationships in this challenging market
- Profit from the understanding of what new products are out there and how they can benefit you
- Expand your horizons by exploring the potentially lucrative global marketplace
- Position yourself for success by truly understanding key due diligence and advisor selection criteria
- Gain insight on how to maximize the success of a relationship between and advisor and sub-advisor
- Evaluate the use of alternative assets and how they can enhance your fund’s viability
- Understand the new paradigm of asset allocation and learn how to effectively fine-tune and reshape your strategies accordingly
- Steer clear of costly pitfalls by understanding the hot-button compliance and regulatory issues affecting the sub-advised industry
- Network with some of the industry’s top players and decision-makers!
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