Welcome. If you're a registered user, please log-in. If not, please sign-up.
All The Highlights From FundForum U.S. 2012
Join FundForum on Twitter
FundForum Events >profile  Read up on these Two Perspectives on Middle Eastern Asset Management http://t.co/a68QNQq6AS #Assets #AssetMgmt #MiddleEast 3 days ago. · reply · retweet · favorite
FundForum Events >profile  We chat with Greg Valliere, Potomac Research, ahead of #FFUSA13 http://t.co/ef9FEJu5al #Funds #Investment #Assets 5 days ago. · reply · retweet · favorite
FundForum Events >profile  FundForum USA is just over one month away! What are you most looking forward to in Boston? #FFUSA13 5 days ago. · reply · retweet · favorite
Influential Keynote Speakers
Influential Keynote Speakers
Cass Sunstein Professor & Co-Author of NUDGE HARVARD LAW SCHOOL
Bill Miller Fomer CIO LEGG MASON
Bob Doll Chief Equity Strategist, Portfolio Manager NUVEEN ASSET MANAGEMENT
More Global & Local Gatekeepers
More Global & Local Gatekeepers
Jauri Häkkä Executive Director Manager Selection NORDEA ASSET MANAGEMENT
Gary Dugan CIO, Middle East & Asia Coutts
Greg Maddox Director, Manager Research & Risk Analytics WELLS FARGO WEALTH MANAGEMENT
Mattias Hagen Head Of Manager Research SEB WEALTH MANAGEMENT
International & US Asset Mgt Experts
International & US Asset Mgt Experts
Bill Eigen Managing Director JP MORGAN ASSET MANAGEMENT
The Global Distribution Summit
Calendar Reminder
Learn From 100+ Influential Speakers

FundForum USA brings together local and international commentators: asset managers as well as the highest proportion of gatekeepers

Showcase Your Expertise

Whether you're fielding industry-leading speakers or hosting your own networking event, FundForum puts your business in the spotlight

The FundForum USA App

Start your networking up to two weeks before the event, and continue it during and after the conference.

50+ Gatekeeper Attendees Confirmed

Speaking on the proogram and registered attendees. Don't miss your chance to build your business.

North America's Most Prestigious Fund Management Conference: Bringing Thought Leadership In Global Asset Management To The US Market

Why Does FundForum USA Add Up For You?

More Than 20 Asset Management CEOs speaking on the program on distribution, product line-up and business strategy.

More Than 30 Gatekeepers share their thoughts on what makes them choose one product or manager over any other.

More Than 40 Content-Led Sessions to give you the greatest opportunity to learn and debate with industry peers.

More Than 10 Hours Of Networking giving you the opportunity to meet the people you need to.

6 Amazing Guest Speakers share their insights.

Speakers From 4 Continents including gatekeepers, asset managers and industry experts.

2 Networking Drinks Receptions allow you to mingle with the delegation and take away key business contacts.

= 3 Days Of Industry-Leading Potential

FundForum Blog

Two months before FundForum Middle East in Dubai, we meet two of our speakers, an investor and an asset manager. Navin Baby is VP, Investments of one of Saudi Arabia’s leading business groups- Alturki; whilst Mark Watts has recently assumed the role of Head of Asset Management and CIO at NBAD. Both Navin and Mark...

The post Two Perspectives on Middle Eastern Asset Management appeared first on FundForum - The World's Leading Asset Management Event Blog.

Ahead of the FundForum USA conference in October 2013, speaker Greg Valliere of POTOMAC RESEARCH GROUP reveals a few tasters of what he will be addressing at this year’s event as the FundForum USA ‘Washington Insider’: 1) The pace of Federal Reserve tapering: There are several factors — inflation, the jobless rate, global economic growth, etc....

The post Coming up at FundForum USA - chat with Greg Valliere, Potomac Research appeared first on FundForum - The World's Leading Asset Management Event Blog.

After his presentation at FundForum International, Mark Mobius sat down with Baldwin Berges (BDInsider) and FundForumTV to discuss how a balance is required between domestic and foreign investors, the rise of pension and sovereign wealth funds, and how technology has influenced the younger generation to a far greater extent than a similar-aged generation of 50 years ago. Watch...

The post Mark Mobius - Does the Domestic Investor Base need Foreign Investors? appeared first on FundForum - The World's Leading Asset Management Event Blog.

Did you hear THE “FundForum Message” on the Investment Industry at FundForum International this year?   Andrew Walker (Tweetminster) and Baldwin Berges (BD Insider) delivered a key session delving into how Social Media can add value creation to the Investment Industry. After an entertaining, and very interesting presentation to a full gallery of FundForum delegates, Andrew...

The post The FundForum Message - creating value in the Investment Industry appeared first on FundForum - The World's Leading Asset Management Event Blog.

After presenting the FundForum Future-Leaser Address at FundForum International 2013,  Nilofer Merchant spoke with Baldwin Berges (BD-Insider) on FundForum TV, providing insights on how to create value in the Investment industry by using the new everyday online communication tools now available to all of us, and how they can connect us to a new generation in...

The post Nilofer Merchant - How to apply the Social Era to the Investment Industry appeared first on FundForum - The World's Leading Asset Management Event Blog.

In the first of our ’60 Second Interview’ series we hear from domestic and international gatekeepers, Brad McMillan, CIO of Commonwealth Financial and Gabriel Garcia, Head Of Mutual Funds & Alternatives for UBS Americas.  Learn what it is that they notice about prospective managers, what their own fears are and where they see their business headed.  Brad and Gabriel will be...

The post 60 Seconds with….Brad McMillan and Gabriel Garcia appeared first on FundForum - The World's Leading Asset Management Event Blog.

Julius O. Akinyemi provides some fascinating insights into how technology is really opening up opportunities in developing markets, particularly within Africa.   Hear about how technology is breaking down those walls of seclusion and isolation, both in a geographical and educational level. Julius O. Akinyemi was speaking to FundForum TV as part of his participation...

The post Julius O. Akinyemi - Technology now taking hold in Developing Markets appeared first on FundForum - The World's Leading Asset Management Event Blog.

Are Funds bought or sold?  We asked a variety of industry leaders at FundForum International what they thought, sparking an interesting variety of opinions!  Watch the full video below. To find out more about upcoming FundForum events, visit the FundForum Series website.

The post Are Funds Bought or Sold? appeared first on FundForum - The World's Leading Asset Management Event Blog.

Written by Robert C. Doll, CFA, Chief Equity Strategist, Senior Portfolio Manager Bob Doll serves as a leading member of the equities investing team for Nuveen Asset Management, providing reasoned analysis through ongoing market commentary and equity portfolio management.  Bob will be speaking at FundForum USA later this year, one of the highlights of our Global Distribution...

The post A Mid-Year Ten Predictions Assessment appeared first on FundForum - The World's Leading Asset Management Event Blog.

We asked a selection Investment industry leaders what their thoughts were on Benchmarks.  Are they are good thing?  What picture do they paint for a particular market?  Are they a necessary evil?  We ask the question at FundForum International to get a feel for what the industry thinks. Interested in seeing more exclusive FundForum interviews...

The post Are Benchmarks a good thing in the Investment Industry? appeared first on FundForum - The World's Leading Asset Management Event Blog.

Companies Already Confirmed For FundForum USA 2013

  • Absolute Strategy Research
  • Accelerando Associates
  • Ajeej Capital
  • Al Masah Capital
  • Alliance Bernstein
  • Allianz
  • Altegris
  • Anton LeMieux Financial Group
  • Arendt & Medernach LLC
  • Arqaam Capital
  • AXA Investment Managers
  • Babson Capital Management LLC
  • Barclays Wealth
  • Baron Capital
  • BCG
  • Bell Investment Advisors
  • Benjamin Ball Associates
  • Blackrock
  • BOCHK Asset Management
  • Bridge Consulting
  • Capital Fiduciary Partners
  • Carnegie Asset Management
  • Cerulli
  • Cerulli Associates
  • Cetera Financial Group
  • Charles Schwab
  • Charles Schwab & Co.
  • Charles Schwab Investments
  • Claritas Wealth Management
  • Clearbridge Advisors
  • Columbia Management
  • Commonwealth
  • Coutts
  • Deer Isle Capital
  • DWS Scudder
  • Eagle Asset Management
  • Eaton Vance
  • ECM
  • Envestnet
  • Envision Financial Systems Inc
  • Epoch
  • Epoch Investment Partners
  • Ernst & Young LLP
  • Federated Investors
  • Fidelity
  • Franklin Templeton
  • Front Street Private Bank Barbados
  • F-Squared Investments
  • GatekeeperIQ
  • Genworth Wealth Management
  • GSAM
  • Guggenheim
  • Harvard Business School
  • Hatteras Funds
  • Hearts & Wallets
  • Hermes Fund Managers
  • Hermes SourceCap
  • Highline Wealth Management
  • HSBC
  • ICBC Credit Suisse Asset Management
  • Ignites – a Financial Times service
  • ING
  • ING Investment Management
  • Institutional Investor News
  • Investec
  • Janney Montgomery Scott
  • John Hancock Funds Llc
  • JP Morgan Asset Management
  • Kleinworth Benson Investors Dublin Ltd
  • Korea Investment Management Asia
  • Lazard Asset Management
  • Legg Mason
  • Loomis Sayles
  • Lord Abbett
  • LPL
  • Manning & Napier
  • Manulife Asset Management
  • MassMutual
  • Morgan Stanley
  • Nationwide Investment Group
  • Neuberger Berman
  • Nextam Partners
  • Nikko Asset Management Americas, Inc.
  • Nordea
  • North Gate Advisors, LLC
  • Nuveen Asset Management
  • Old Mutual
  • Oppenheimer Funds
  • Petite Entreprise N'Goroma et Compagnie
  • Pioneer Investment funds
  • PNC Capital Advisors
  • Polaris Capital
  • Polaris Capital Management, LLC
  • Potomac Research group
  • Principal Global
  • Propinquity
  • Prudential
  • Rainier Investment Management
  • Robeco
  • Rockland Trust
  • RR Donnelley
  • Russell Investments
  • Santander Asset Management
  • Schwab
  • SEB
  • Sectoral Asset Management
  • SEI
  • SourceMedia
  • SSGA
  • State Street Global Advisors
  • StatPro
  • Stifel
  • Strategic Insight
  • Sweetwater Investments
  • Swiss & Global Asset Management Ltd
  • Symetra Investment Services
  • The Colony Group
  • The Compass Group
  • Thomson Reuters
  • Thornburg Investment Management
  • TIAA-Cref
  • Touchstone Investments
  • Transparent Value
  • UBS Wealth Management
  • Venture Capital Trust Fund
  • Wellesley Investments
  • Wells Fargo Advantage Funds
  • Wells Fargo Wealth Management
  • Windham Capital Management

Join FundForum Online for The Latest Event Updates, Interviews and Discussion


"This Forum is the opportunity for leaders and leadership, resulting in new perspectives and positive change"
Rich DeSalvo
Managing DirectorRichard DeSalvo Consulting, LLC
"As always the quality of speakers was the highlight of the Forum. The networking opportunities were only exceeded by the tremendous intellectual capital available to all participants."
Bob Boyda

More FundForum Series Events You Don't Want To Miss

The 7th Annual

FundForum Middle East 2013
The MENA Investment Management...

17 Nov 2020 - 19 Nov 2020
Ritz-Carlton, Dubai International Financial Centre

The 6th Annual

FundForum Latin America 2013

2 - 4 December 2020
Hilton Hotel Morumbi, Sao Paulo, Brazil




Associate Sponsors




Endorsed by: