About Us

Since 2001, Financial Research Associates has provided the retail and institutional financial markets with crucial educational and networking opportunities covering issues and topics that are often news to even the news media! With the FRA partners’ 65+ years of combined conference experience, our seamless operational processes and the extensive, original research that goes into each topic, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.

Our Annual Events Include:

    • Opportunities in the DCIO Market
    • Hedge Fund Tax 101
    • The K-1 Boot Camp
    • The Due Diligence Master Class Series
    • The OCIO Summit (Outsourced Chief Investment Officer)
    • Private Investment Funds Tax Master Class
    • Sustainable Family Office Operations and Management
    • The Private Investment Fund Accounting, Operations & Compliance Forum
    • The Managed Account & UMA Summit
    • The Sub-Advised Fund Forum
    • Effective Hedge Fund Tax Practices

New and Emerging Topic Areas Include:

      • Women and Wealth
      • Establishing a ’40 Act Alternative Fund
      • Due Diligence for Professional Buyers
      • AltLend: Innovative Finance for Small Business
      • The Mutual Fund Distribution Forum
      • Private Investment Funds Compliance Master Class
      • Direct Investing and Co-Investing

Partner with Us!

Are you looking to reach a niche audience? For highly targeted marketing aimed at key decision-makers, a FRA conference is an ideal opportunity. Often including a speaking role on the conference program, an exhibit booth and many other benefits, sponsorship enables you to shine in a crowded and competitive marketplace.  To learn more, go to our Sponsorship page.

“Excellent content/agenda and panelists! Very impressive! Best conference I have been to in years! Congrats!”

Paula Jurcenko, Huntington Asset Advisors on the inaugural Mutual Fund Distribution Forum

“Speakers have been well prepared, stayed on topic, didn’t provide advertisements. The key was a great combo of industry experts and families.”

Jack Thurman, BKD Wealth Advisors on the Sustainable Family Office Operations and Management conference

The Partners

Lori Medlen

President and CEO

In her role as President and CEO of Financial Research Associates and its affiliate Healthcare Education Associates, Lori is primarily responsible for topic development and educational content of conferences and other related educational materials. She manages the conference production team based in California and also serves as a board member of RISE, the Resource Initiative & Society for Education, which is an educational resource for the Medicare Advantage and healthcare communities.

Lori graduated from the Haas School of Business at the University of California Berkeley, and has more than 20 years’ conference management experience.

Laura Garza

Senior Vice President

Laura Garza, Senior Vice President, Financial Research Associates and Healthcare Education Associates, brings more than sixteen years of conference experience to the organization. Laura specializes in organizing large-scale events for institutional investors, financial advisors, consultants, and alternative investment managers. She has also been instrumental in developing innovative Medicare/Medicaid conferences for Healthcare Education Associates and RISE (Resource Initiative & Society for Education). Laura’s extensive industry contacts and relentless work ethic have helped her become one of the company’s most valuable conference organizers. Laura attended St. Xavier University and has a B. A. in Business.

Ellen Wofford

Chief Operating Officer

As Chief Operating Officer, Ellen Wofford is responsible for the operational leadership of FRA and all its entities. She is dedicated to constantly improving the systems which create and deliver FRA’s products and services. Based in the North Carolina office she manages the registration, sales, telesales, speaker coordination, meeting planning, human resources, IT and website teams. She has over 17 years tenure in the conference industry.

Ellen holds a M.A. in International Business from St. Mary’s University of Minnesota.


Work with the FRA Team!

Here’s Who We Want to Hire

NEWS & FEATURED EVENTS

Third-Party Risk Management & Oversight Summit

June 20-21, 2016 – Chicago, IL

Designing, implementing, and monitoring a solid risk management strategy for your third-party providers

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The 4th Annual Research & Due diligence for Wealth Management Platforms

June 27-28, 2016 – New York, NY

Best practices in manager selection, due diligence and model creation

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Manager Selection, Due Diligence & Oversight

June 27-28, 2016 – New York, NY

Gain actionable advice from fellow investor and industry leading consultants in the institutional space!

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The Private Investment Fund Operations and Compliance Forum

July 18-19, 2016 – New York, NY

The one-stop shop for private equity and hedge funds that are looking to maximize operational efficiency while minimizing overall costs

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©2015 Wilmington FRA, a division of Wilmington plc.

Wilmington FRA is a company registered in Delaware, USA

Registered office: 1209 Orange Street, Wilmington, Delaware 19801

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