FundForum USA, Asset Management Conference for Fund Selectors & Fund Managers, Boston MA

FundForum USA: The Only Conference To Bring Together The U.S & The Global Asset Management Industry

The FundForum Global Events are recognised as the flagship events in the mutual fund management industry with more CEOs, fund selectors and cutting edge debate than any other conference. FundForum USA provides a vital meeting point for the US & the global asset management community and offers attendees:

Practical case studies into how to expand your business globally (both moving into and out of the USA)

Insight into the new products that are gaining traction in the US pre & post retirement world

Innovative distribution strategies that reflect the evolution of the traditional Wirehouse, private bank and RIA community in the USA

New research into what the post-crisis investor and fund selector really wants from an asset management company moving forward

Networking opportunities with over 250 US & Global fund selectors and asset managers

The Industry Eagerly Anticipates FundForum USA 2010...

“I am looking forward to meeting senior members of the U.S. & global fund community at FundForum USA”
Tim Clift, CIO, FundQuest

“The FundForum Conferences are the best in the world- Great content & networking, I am looking forward to the U.S. meeting”
Julian Sluyters, President & CEO, Old Mutual Capital

"This Forum is the opportunity for leaders and leadership, resulting in new perspectives and positive change."
Rich DeSalvo, MD, Richard DeSalvo Consulting, LLC

“This event is an excellent way for me to further a global mindset to our opportunities vs a domestic mindset”
Brian Burke, Senior VP, Director of Retirement & Insurance, Federated Investors

“I am looking forward to participating with and learning from such distinguished speakers”
Ralph Goldsticker, Managing Director, Senior Investment Strategist, BNY Mellon Asset Management

$1000

Confirmed Speakers For FundForum USA 2010 Include:

Roger Ibbotson Professor YALE SCHOOL OF MANAGEMENT & Chairman & CIO, ZEBRA CAPITAL MANAGEMENT	Bob Doll Vice Chairman & Chief Equity Strategist For Fundamental Equities BLACKROCK
Joachim Faber CEO Allianz Global Investors	Jonathan Baum Chairman & CEO THE DREYFUS CORPORATION
Roger Servison Chief Operating Officer, Developing Business Group FIDELITY INVESTMENTS	Steve Graziano President TOUCHSTONE INVESTMENTS
Julian Sluyters President OLD MUTUAL CAPITAL	Jean-Baptiste de Franssu CEO INVESCO EUROPE

and many more

Creating an Asset Management Business Of Enduring Value: Where Will The Growth Come From In 2011?

-How Can You Innovate In The Wake Of The Crisis?
-How Can You Create A Truly Global Asset Management Business?
-Where Will Future Growth Come From & How Can You Make Sure Your Business Is Well Positioned To Capitalise?

This top fund management event programme gives you the chance to:

Hear Top Insights From The Industry Pioneers: FundForum USA will have a speaker faculty comprising top global asset management CEOS and renowned U.S. Heads Of The Business discussing how they are approaching the challenges and opportunities of modern asset management Read more.

Hear From:

Jonathan Baum, CEO, The Dreyfus Corporation
Marty Beaulieu, Chairman, MFS International
Jean-Baptiste De Franssu, CEO, Invesco Europe
Roger Servison, President, Developing Businesses Group, Fidelity Investments
Steve Graziano, President, Touchstone Investments

See this global asset managment conference full speaker list here

Meet Distributors & Fund Selectors: Determine how the fund selection landscape is changing and how your business needs to respond Read more.

Meet over 25 fund selectors including:

Bob Boyda, John Hancock Financial Services
Paul Hatch, Morgan Stanley Smith Barney
Carlo Gentili, Nextam PArtners
Adam Niewinski, Xelion Financial Advisors Poland
Gabriel Galvanes, Deutsche Bank
Gene Goldman, LPL Investments
Tim Clift, FundQuest

Benefit From The Latest Cutting Edge Industry Research: Hear how the asset management industry is evolving and what the global fund flow predictions are for 2011 Read more.

Analysts from the below companies will be presenting their latest research:

Strategic Insight
Casey Quirk & Associates
Cerulli Associates
Rogers Casey
EPFR
FUSE
Kasina

Learn From Case Studies On How To Achieve A Truly Global Brand & Product Offering: Get top tips & practical solutions for navigating cross-border product innovation & distribution Read more.

We have speakers in attendance from across the globe (US, UK, Europe, Asia, Middle East & Africa) to offer you many diverse case studies on cross-border success

Improve Your Retirement Planning & Solutions Business: Hear how to capture market share in the DC market place whilst ensuring you meet the evolving needs of the post-crisis retiree Read more.

Experts in attendance include:

Jeff Carney, Senior MD, Head Of Global Mlt/Products, Putnam Investments
Frank Gregory, Partner, Director Of Retirement Platforms, Lord Abbett
Jim Davey, EVP, Retirement Division, The Hartford
Chris Herman, Director Of Product Development & Retirement Solutions, Old Mutual Asset Management

Reach For A New Customer Focus: Achieving A Customer-Focused Mindset In A Large Company Environment Read more.

NEW for 2010: Sessions on plugging the customer trust gap and an extended social media case study

Assess The Changing Dynamics Of US & Global Fund Distribution: What Are The New Rules, Regulations, Relationships & Players In The Post Crisis Distribution Landscape? Read more.

For the first time, we have launched a dedicated 1 day summit on Global Distribution to really get to grips with the changing distribution landscape. This is taking place on November 1, 2010- make sure you book on!

Succeed Within The Boundaries of Financial Reform: Understanding The Future Regulatory Landscape & Its Impact On Your Domestic & Global Business Model Read more.

Learn how we can build a new financial order from out Special Guest Speaker:

Suzanne Duncan, Financial Markets Industry Leader, IBM Institute For Business Value