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Research and Due Diligence for Wealth Management Platforms

Event : Research and Due Diligence for Wealth Management Platforms

Mon, 15/09/2014  
Conducted by : Financial Research Associates
Contact : Whitney Betts

September 15-16, 2014
8am – 1:00pm EST
The Princeton Club of New York

Network with industry leaders in wealth management from wirehouses, regional and independent broker/dealers, RIA platforms, and consultancies. Profit from rarely shared perspectives on the current business priorities, advisor use of home office resources, innovative screening techniques, the rise of the consultants, and the challenges of offering alternative investments.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

 
Top Reasons to Attend:
Investigate the top research and business priorities for major wealth management platforms
Explore the deep due diligence techniques of a hard-core analyst
Hear directly from nationally-ranked financial advisors on the impact of home office recommendations in their practices
Understand the powerful influence of home office research in the field
Gain insights into how investor demand shapes the home office agenda
Learn about the growing eminence of consultants in manager selection for both platforms and manufacturers
Discover how the selection and due diligence process is evolving with the proliferation of alternative investment vehicles
Learn about relationship management processes with asset managers that enhance the research/due diligence process
Network with leaders in the field 

Click here to view the conference brochure
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445 
 


features
Article
Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

Article
Sovereign Wealth Funds

Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review.  ... »

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Article
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The North American private debt industry has seen substantial growth in assets over the last decade. This extract from the Preqin Special Report: Private Debt in North America looks at the current state of private debt fundraising and funds currently in market. ... »

Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

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