Professional Fund Buyer Summit 2020 | Insight Exchange Network, LLC. | 14 September 2020 | VIRTUAL EVENT

IEN’s mission is to research, design, and produce conferences that empower you with actionable insights and intelligence. Boosting your business results is our main priority.

Through in-depth research, we focus on both your problem areas and your upcoming opportunities, including a “how to get there from here” approach.

Our events are not trade shows. We design them to deliver superior networking through an intimate setting. This allows you to effectively exchange insights with peers about the very latest information and opportunities.

We focus on niche topic areas that give you valuable take-aways, helping you achieve that next breakthrough and turbo-charge your competitive game.
Key topics will include:
• Model portfolios—getting in a model, or building your own?
• Effectively responding to downward pressure on fees
• Non-negotiable requirements in manager selection
• Focused sessions on ESG, ETFs and a lot more
• Finding a new path towards personalization and customization

2020 Speakers

Todd Rosenbluth
Head of ETF and Mutual Fund Research, CFRA

Matt Koth
Head of U.S. Platform Development, Advisor & Intermediary Solutions, Russell Investments

Paul Ricciardelli
Managing Director, Morgan Stanley

John Tennaro
Senior Vice President, Senior Investment Analyst, CIBC Private Wealth Management

Tim Clift
Executive Vice President, Chief Investment Strategist, Envestnet

Dan Weiss
Senior Vice President, Product Diligence, Advisor Group

Anna Snider
Managing Director, Head of CIO Due Diligence, Bank of America

Scott Garsson
Head of Research - Global Strategic Relationships, JPMorgan Asset Management

Scott Burg
Senior Vice President, Senior Investment Analyst, CIBC Private Wealth Management

Scott Brady
Head of US Product Development and Strategy, Columbia Threadneedle Investments

Scott Lavelle
Director, Investment Advisor Research, PNC

Blake Graves
Director - ETF Portfolio Management, Portfolio Management Group, Milliman Financial Risk Management LLC

Wayne A. Wicker
Senior Vice President & Chief Investment Officer, ICMA-RC

Jonathan Kreider
Vice President, Investment Products, Great-West Investments

Peter F. Winkler
Vice President, Global Manager Research, Wells Fargo Investment Institute

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

Kimberly Flynn
Managing Director, Alternative Investments, XAInvestments

Daniel Maccarrone
Managing Director, Morgan Stanley, Wealth Management Investment Resources

Lindsay B. Jackson
Partner, Morgan, Lewis & Bockius LLP

Ryan Lange
Senior Investment Strategist, Great Western Bank Wealth Management

Daniel S. Bender
Managing Director, Financial Services Office, Ernst & Young, LLP

Dave Carson
VP, Director of Client Strategies, Ultimus Fund Solutions

2020 Sponsors

• Ultimus
• Manning & Napier Advisors, LLC