The 24th Sub-Advised Funds Forum | Financial Research Associates LLC | 13 September 2017 | The Harvard Club of Boston, 374 Commonwealth Avenue, Boston, Massachusetts 02215

With the marketplace more competitive than ever, the need for uniquely attaining and maintaining prosperous sub-advised relationships has reached a new high. It’s essential to keep up with what’s new and who’s who if you want to thrive in this business. Join us this September 13-14 at the Harvard Club in Boston for the industry’s number one event that focuses solely on achieving great success within the sub-advised industry. Whether you’re an advisor, sub-advisor or fund sponsor, you’ll get great insight on how to develop, nurture and elevate relationships that promote results.

2017 Speakers:

Gene Liu
Principal
Genesys Research

Bob Boyda
Head of Global Asset Allocation
Manulife Asset Management

John Thompson
Partner and Head of Investment Solutions
Aon Hewitt

Jeff Strange
Managing Director
Strategic Insight

Jeremy Held
Director of Research
Alps Advisors

David Eisenberg
Principal
Meketa Investment Group

Kristine Mogollon
Director and Investment Product Management
Thrivent Financial

Benjamin Blaisdell
Managing Director, Investment Oversight
U.S. Trust

Tim Clift
Executive Vice President – Chief Investment Strategist
Envestnet

Sheedsa Ali
Managing Director, Portfolio Manager and Head of Quantitative Equity Alpha Research
PineBridge Investments

Jonathan Kreider
Vice President, Investment Products
Great West Financial

Joel Leib
Director of Advice – Defined Contribution
SEI

Thomas Cook
Consultant
NEPC

Bob Boyda
Head of Global Asset Allocation
Manulife Asset Management

Jag Alexeyev
Founder
Impactvesting

David Eisenberg
Principal
Meketa Investment Group

Joseph Hunt
Director, Manager Research
Prudential Investments