Sign up for free newsletter


Winning in IRA Rollovers

Event : Winning in IRA Rollovers

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

September 15-16, 2014​
8am – 12:00 noon EST
The Harvard Club of Boston

Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development.

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

Top Reasons to Attend:
Gain clarity on the size and opportunities in the IRA rollover market based on current metrics and future projections
 Judge and evaluate specific and actionable tactics on growing market share and retaining assets with current resources
Benefit from the insights of industry leaders on the current challenges in the market, regulatory changes, and the shaping of the culture of retirement investing
Receive insights into a well-integrated marketing program that covers a heterogeneous market
Discover how to engage Gen X and the Millennials
Find out what products and services appeal to pre-retirees
Hear how to successfully build mindshare with retirees earlier in the life cycle
Learn effective and complaint ways to communicate with plan sponsors
Understand the behavioral economics behind product choices and investor engagement
Engage nationally-ranked Independent Financial Advisors on their client interactions around retirement 

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

Special report
US Hedge Fund Services 2015

US Hedge Fund Services 2015

Wed, 30/09/2015 - 11:21

A rising tide of regulation is threatening to swamp US hedge funds with significant trading, distribution and reporting issues.This Hedgeweek Special Report unravels these issues, guides managers through the solutions currently available to them, and examines the challenges of running activist hedge funds, where assets have grown to USD120 billion over the past decade... »

Special report
The TYVIX Index: Navigating through interest rate volatility

With interest rates set to rise, this Hedgeweek Special Report examines the the latest tools available to fixed income investors and traders in the form of the CBOE/CBOT 10-year US Treasury Note Volatility Index (The TYVIX Index) and TYVIX futures, which give traders an effective way to hedge, gain exposure to, or trade interest rate volatility.... »

Preqin Special Report: Hedge Fund Manager Outlook – Augst 2015

Unrealised assets in tail-end funds

Mon, 28/09/2015 - 14:40

Distributions from private equity funds have improved greatly in recent years as managers have taken advantage of improving market conditions to realise value from remaining assets in their portfolios. This has gone some way to alleviating concerns regarding the overhang of unrealised value in ageing funds; however, the issue has not yet been fully rectified, particularly as funds raised in the boom years of 2005-2008 reach the 10-year mark. ... »

Index options & futures

John Angelos, CBOE

Interest rate volatility is like a storm cloud building on the horizon. The US Federal Reserve has kept rates stable for nigh on a decade, but global asset managers are now preparing for their fixed income portfolios to feel the impact of a rate rise later this year.  ... »


Dixon Boardman

Dixon Boardman, a veteran hedge fund of fund manager, is a survivor. Having founded, Optima Fund Management in 1988, his firm now manages USD4 billion. Boardman – and Optima - have stood firm through a sustained period of challenges for the fund of funds business. ... »

Data Scientist - PhD

Tue, 06 Oct 2015 00:00:00 GMT

Ph. D / Quantitative Researcher - NYC

Tue, 06 Oct 2015 00:00:00 GMT

Algo Systems Engineer

Tue, 06 Oct 2015 00:00:00 GMT

5 days 11 hours from now - New York
1 week 4 days from now - Cairo
1 week 4 days from now - Hong Kong
1 week 4 days from now - New York