Due Diligence for Professional Fund Buyers 2018 | Insight Exchange Network | 1 November 2018 | Harvard Club of Boston, 374 Commonwealth Avenue, Boston, MA 02115, USA

Unique to the industry, this two-day event highlights all of the topics professional buyers deal with on a daily basis. Take a few minutes to review the topics and speakers - - you will not find another event in the industry that divulges all of the intricate due diligence details by the most reputable industry veterans.

Key Topics:
• Analyzing the structure and styles buyers are currently targeting
• Meeting the qualitative and quantitative criteria professional buyers are searching for in their selection process
• Adjusting to a highly selective product offering and partnership
• Effectively positioning yourself in the ETF space
• Taking a deeper dive into the complex due diligence process for ESG investing
• Analyzing the manager selection from a model builder's perspective
• Confronting the challenges of new model development in a restrictive environment
• Examining the inner workings of distributors' manager research teams based on research
​• And so much more!

Benefits of Attending:
• Hear from the top professional buyers in the industry about their manager selection and criteria
• Find out how to get noticed by the best business minds in the industry
• Get a better sense of the structure and style demand professional buyers are looking for
• Learn how to meet the qualitative and quantitative criteria of these highly selective buyers
• Get a better understanding of how to position your ESG, ETFs, and alternative products
• Meet the challenges of new and selective product rationalization processes
• Find out how to increase your odds of success when launching new mutual funds and ETFs
• Mix and mingle with the brightest professional buyers in the industry

Who Should Attend?
• Heads of Research
• Heads of Manager Research
• Due Diligence
• Global Manager Research
• Program Management
• Investment Officer
• Head of Investments
• National Account Manager
• Directors of Wealth Management
• Portfolio Manager
• Managing Director
• Managing Partner
• Head of Product Development/Strategy
• Head of Marketing/Sales/Business Development/Distribution
• Head of Platform Development
• Head of Advisory Accounts
• Financial Analyst

2018 Speakers

Robert Boyda
Head of Capital Markets and Strategy, Manulife

Tim Clift
Chief Investment Strategist, Envestnet

Phillip Fontana
Vice President, Head of Product Development, John Hancock

Gene Goldman
Chief Investment Officer and Director of Research, Cetera Financial Group

Ted Finlay
Vice President, Director of External Manager Research, Fifth Third Bank

Kevin Sullivan
Team Lead - Global Manager Research, Wells Fargo Investment Institute

Todd Rosenbluth
Director of ETF & Mutual Fund Research, CFRA

Scott Lavelle
Director, Investment advisor research, PNC

Chris Vella
Chief Investment Officer, Multi-manager Investments, Northern Trust

Glenn Regan
UBS

Paul Ricciardelli
Morgan Stanley

Marc Brookman
Schroders North America

Scott Reeder
Blackrock

Laura Pavlenko Lutton
Morningstar Research Services LLC

Todd Rosenbluth
CFRA

John Tennaro,
CIBC Private Wealth Management

2018 Sponsors and Partners

SPONSORS:
• New York Life Investments
• Invesco

MEDIA PARTNER:
• Barclay Hedge