Hosted by the Financial Times, in collaboration with Ignites and FundFire, the second annual Future of Asset Management Summit will bring together FT Group editors, commentators and key stakeholders from the world’s leading asset and wealth management firms in a virtual environment to explore the resources, business models and strategies being prioritized to harness opportunities, and ensure long-term survival in a complicated investment landscape.
FT Future of Asset Management Summit
Strategies for the Next Decade
Nuveen, a TIAA company
In collaboration with
2019 Summit Photos
2019 Summit Videos
This decade could be challenging for the investment industry. The prospect of low returns looks more likely with sluggish growth, low interest rates and elevated valuations. The wave of deglobalization, trade wars and political turmoil continue to create uncertainty. Covid-19 has brought the world to its knees, the resulting market turmoil and economic slowdown causing heavy fund fluctuations. The asset management industry is buffeted by fierce headwinds, with costs rising and fees falling. So where does that leave fund managers still facing regulatory and digital disruption? What critical actions within product development, distribution channels and investment planning will ensure the asset management industry can remain resilient and competitive?
Jenny Johnson is President and Chief Executive Officer of Franklin Resources, Inc. Ms. Johnson is also a member of the company's board of directors. She is responsible for developing the company's overall strategic direction, executing on its strategy, and advancing Franklin Templeton's client-centric culture.
Ms. Johnson joined the company in 1988 and previously held the role of President and Chief Operating Officer. Over the past three decades, she has managed all major aspects of the business, including investment management, distribution, customer service, fund administration, technology, and the company's high-net-worth business. She serves as a Director of Fiduciary Trust Company International and several other subsidiaries of Franklin Resources, Inc.
Ms. Johnson has been named one of Money Management Executive's Top Women in Asset Management and was chosen by her peers as one of Ignites' Most Influential Women in Fund Management. She is a recipient of the Robert L. Gould Award presented by global investment management association NICSA, which recognizes outstanding achievement in helping the mutual fund industry better serve investors through customer service, thought leadership and technology. She has also been recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business. Ms. Johnson is a frequent speaker at industry conferences, notably on the topics of leadership, technology and innovation.
Ms. Johnson earned her B.A. in economics from the University of California at Davis. She is a Trustee at Crystal Springs Uplands School and a Board Member of the Lucile Packard Children's Hospital. She also serves as an Advisor to Shatter Fund LLC, a venture capital firm focused on investing in technology companies led and founded by female entrepreneurs.
Jose Minaya is responsible for Nuveen’s vision, strategy and day-to-day operations. He and his leadership team set and execute key growth initiatives and provide oversight of all investment management teams and client businesses. He also chairs the Nuveen Executive Committee.
Mr Minaya previously served as President and Chief Investment Officer of Nuveen, responsible for overseeing all investment activities for more than $1 trillion in assets spanning the globe and covering equities, fixed income, real estate, private markets, natural resources, other alternatives and responsible investments. Prior to that, he led TIAA’s global real assets division, where he was responsible for setting strategy and developing our investment capabilities across real estate, agriculture, timber, infrastructure, energy and alternative credit strategies. Mr Minaya joined TIAA as a fixed income portfolio manager in 2004, and has more than 25 years of investment experience at firms including AIG, Merrill Lynch and JP Morgan.
Mr Minaya serves on the board of the Robert Toigo Foundation, an organization that fosters career advancement and increased leadership of underrepresented talent. He is also executive sponsor for the Inclusion and Diversity initiative at TIAA, working to build and promote a diverse and inclusive environment throughout the enterprise. Mr Minaya has a BA in Finance from Manhattan College and an MBA from Dartmouth’s Amos Tuck School of Business.
Luke Ellis is Chief Executive Officer of Man Group, a global active investment firm. Man Group has five investment engines (Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM), which manage USD 104.2 billion (as at 31 March, 2020) in a range of liquid and private markets. With a central objective to deliver alpha for clients through time, Man Group provides a wide range of alternative and long-only portfolio solutions for its client base.
As CEO, Mr Ellis leads the firm’s Executive Committee, working with teams across investment, distribution, technology and infrastructure, while seeking to deliver the right outcomes for clients and positioning Man Group to adapt to opportunities as markets evolve.
Mr Ellis joined Man Group in 2010 and was previously President of the firm, responsible for management across investment engines. Prior to this, he was Chairman of Man GLG’s Multi-Manager activities and was Managing Director of Man FRM from 1998 to 2008.
He was previously a Managing Director at JPMorgan in London and Global Head of the firm’s Equity Derivatives and Equity Proprietary Trading businesses.
He holds a BSc (Hons) in Mathematics and Economics from Bristol University.
Naïm Abou-Jaoudé is the Chief Executive Officer of Candriam, a role he has held since 2007. Candriam is a $140bn global multi-specialist asset manager and a recognized leader in Sustainable Investing. Mr Abou-Jaoudé is also the Chairman of New York Life Investments International, an asset manager with over $500bn of AuM, in charge of developing the company’s activities outside the US.
Mr Abou-Jaoudé career spans over 30 years of experience in the asset management industry, during which he held various investment leadership roles from Alternative fund manager, Chief Investment Officer and now Chief Executive Officer.
He was named the CEO of Dexia Asset Management in 2007. Over his tenure as CEO, Mr Abou-Jaoudé has strengthened the company’s positioning as a key player on the European asset management scene and as a leader and pioneer in sustainable investing, not only at the fund management level but as a company. In 2014, he steered the company’s acquisition by New York Life and its rebranding to Candriam (which stands for “Conviction AND Responsibility In Asset Management”).
Over the last six years, Candriam has become one of the fastest growing asset managers in Europe, doubling its assets under management through product diversification, geographic expansion across Europe, Asia, and the US; and external growth, notably in illiquid classes including Real Estate Private Equity.
Mr Abou-Jaoudé is a graduate of the Institute of Political Studies in Paris -- IEP-Sciences Po, and holds a master’s degree in Economics and Finance from Université Paris II - Panthéon Assas.
John Carter brings more than 30 years of financial services industry experience to his role as President and Chief Operating Officer of Nationwide Financial, which he assumed in October 2019. In this role, Mr Carter oversees the company’s retirement plans, life insurance (individual, business and corporate-owned), annuities and mutual funds business operations, with a focus on providing innovative products and solutions that protect individuals’ and businesses’ retirements and financial futures.
Mr Carter joined Nationwide in 2005 as president of the Nationwide Financial Sales and Distribution organization, where he was responsible for the wholesale strategy and distribution of private sector retirement plans, life insurance, annuities, specialty markets and mutual funds through banks, independent broker dealers, regional firms and wirehouses. Through his leadership, he successfully implemented process improvements and distribution alignments to address unmet customer needs and improve the customer experience.
Mr Carter became President of the Nationwide Retirement Plans business in 2013. Under his tenure, Retirement Plans’ assets increased 75% from $80 billion to approximately $140 billion, sales grew by an average of $800 million per year to $14 billion, and we increased the number of members we serve by more than half a million participants.
Prior to joining Nationwide, Mr Carter was responsible for wealth management and managed accounts distribution through all channels, and oversaw the sales of mutual funds, variable annuities and managed accounts at Prudential Financial. He also held executive positions with UBS and the former Kidder Peabody.
His advocacy for the retirement security of America extends to his board work with leading industry organizations. He is a Board Member for the American Council of Life Insurers (ACLI). He also previously served as the Chair of the Executive Committee of the Insured Retirement Institute. In 2016, he joined the Board of Directors of the Columbus Chamber of Commerce. He frequently travels to Washington, D.C. to lend a voice to regulatory and industry conversations impacting retirement planning.
Mr Carter holds a Bachelor of Science degree in business administration/finance from the University of Missouri.
Lisa Dallmer is an experienced, customer-centric technology leader in financial services with a proven track record of operationalizing strategy and commercializing growth. Ms Dallmer brings extensive experience working with CEOs, sales, and product development teams to reach new markets.
Prior to joining Dimensional, Ms Dallmer was Chief Operating Officer and Managing Director at BlackRock’s Global Technology and Operations Group, where she led operating model strategy, operationalized platform technology, and drove tech-enabled transformations. She also served as Chief Operating Officer at NYSE Euronext in Paris, leading the commercial model for the technology and trading markets.
In 2011 and 2013, Ms Dallmer was recognized among Financial News’ 100 Most Influential Women in Finance for driving change across Europe’s financial services industry. She holds an MBA from the University of Chicago Booth School of Business and a BA from Miami University, and she received additional training at the London School of Economics.
Margaret Franklin, CFA
Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. Ms Franklin assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.
Before joining CFA Institute, Ms Franklin led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). She joined BNY Mellon in 2016.
Prior to joining BNY Mellon, Ms Franklin held multiple senior management positions, including President of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, she had direct oversight of all aspects of the private wealth business. Prior to joining Marret, she was a Partner with KJ Harrison & Partners.
Ms Franklin began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.
She previously served as Chair of CFA Institute Board of Governors and is a former President of the CFA Society Toronto Board. She is a Founding Member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.
She is also a member of the Michael Garron Hospital Foundation Board. Ms Franklin earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.
Tim Gokey is the Chief Executive Officer of Broadridge. Mr Gokey was elected to the Broadridge Board of Directors in 2019. He was appointed President of Broadridge in 2017 and served as Chief Operating Officer from 2012 to 2019. He joined Broadridge in 2010 as Chief Corporate Development Officer and was responsible for the company’s growth initiatives. Prior to joining Broadridge, Mr Gokey was President of the Retail Tax business at H&R Block. Earlier, he spent 13 years at McKinsey and Company. Mr Gokey also serves on the Board of C.H. Robinson Worldwide, Inc
Robert Goldstein, Senior Managing Director, is BlackRock's Chief Operating Officer and the Head of its BlackRock Solutions business. Mr Goldstein is a member of the Global Executive Committee and co-chair of the Global Operating Committee.
As Chief Operating Officer, Mr Goldstein helps oversee the day-to-day global business of the firm and ensures that the organization, including its investment, client, risk and technology functions, have the necessary connectivity, coordination and operating processes.
Mr Goldstein also leads the BlackRock Solutions business, which leverages the firm's unique risk analytics capabilities and capital markets insights to deliver unbiased advice and expertise to companies, organizations and public institutions.
Prior to assuming the Chief Operating Officer role in 2014, Mr Goldstein headed the firm's Institutional Client Business. In this role, Mr Goldstein managed BlackRock's institutional relationships across the globe, drove business development efforts and helped clients craft innovative solutions to meet their investment objectives.
He began his career in 1994 as an Analyst in BlackRock's Portfolio Analytics Group and later worked as a Risk Advisor to mortgage and insurance clients. In his more than 20 years at the firm, Mr Goldstein has been instrumental in developing many of BlackRock's foundational processes and capabilities, including its risk management platform and client service operation.
Mr Goldstein was twice-named to Fortune's 40 under 40 list and, for the past five years, he has been identified as one of the top technology entrepreneurs in the financial services industry by Institutional Investor's Tech 50 list. He co-authored Nonagency Residential Mortgage-Backed Securities in the eighth edition of The Handbook of Fixed Income Securities and is a frequent speaker at industry conferences and meetings. Mr Goldstein serves on the Board of Trustees for the Battery Conservancy in New York and the Board of Advisors for the Hospital for Special Surgery.
Mr Goldstein earned a BS degree, magna cum laude, in Economics from Binghamton University in 1994.
Patrick G. Halter is the Chief Executive Officer for Principal Global Investors, the multi-boutique investment management firm within Principal’s Global Asset Management business. Mr Halter is responsible for overseeing the firm’s operations, its 15 investment boutiques, and the fund and distribution teams.
Mr Halter joined the company in 1984 in commercial real estate. In 2016, he was named Chief Operating Officer of Principal Global Investors, responsible for oversight of primary functions within the firm, including finance, strategic direction, operations, global firm relations, human resources and technology, as well as many of the investment boutiques. Today, he serves on the boards of the firm’s 15 investment boutiques, the Principal Mutual Fund Board, and has board responsibilities with various international ventures. Additionally, he has served as Chief Executive Officer for Principal Real Estate Investors, the dedicated real estate unit of Principal Global Investors, since 2003, with responsibility for overall strategy, business development and boutique management.
Mr Halter is past Chairman of the Board of the National Association of Real Estate Investment Managers (NAREIM). He is a Member of the Real Estate Roundtable and serves on the REPAC Steering Committee. He is also a Member of the Pension and Real Estate Association (PREA), and the Association of Foreign Investors in Real Estate (AFIRE).
Mr Halter earned his Bachelor’s degree in Finance and Marketing, and an MBA in Finance from the University of Wisconsin.
Eric Johnson is the President of the Global Investment Markets business for DFIN, leading the organization’s business and sales strategy and market segment execution.
Eric has served the financial service for more than 25 years, starting his career at Ernst & Young. His responsibilities with DFIN include sales strategy, business development, market positioning, and client success for the Investment Markets business on a global basis. He has demonstrated leadership, relentless focus on results, and passion for driving innovative technology solutions in the financial services segment throughout his career.
Eric received a BA in Accounting and Finance from Gettysburg College and his Masters of Management in Business Administration from Penn State University. His passion outside of work involves youth sports organizations where he serves on local community boards on a volunteer basis.
Yie-Hsin Hung is Chief Executive Officer of New York Life Investment Management LLC (NYLIM), New York Life’s global multi-boutique third party asset management business. Ms Hung is also a member of the Executive Management Committee of New York Life. Under her leadership, NYLIM saw a nearly three-fold increase in third-party assets under management to more than $350 billion today. She was previously Co-President of NYLIM and Chairman of NYLIM International, where she broadened the firm’s fixed income, equity and alternative capabilities. She did this both organically and through acquisition, most recently with the addition of Tristan, a European real estate manager, Credit Value Partners, an opportunistic and distressed credit firm, and IndexIQ, a leading alternatives and strategic beta ETF provider. Ms Hung led the firm’s international expansion through the acquisition of Candriam Investors Group in Europe and Ausbil in Australia, and the opening several offices in Asia.
Ms Hung joined the firm in 2010 with more than 30 years of industry experience, having most recently been with Bridgewater Associates. Prior to that, she was with Morgan Stanley Investment Management, where Ms Hung led its strategic acquisition activities as well as its private equity and hedge fund businesses, and also participated on its Management Committee. She began her career in investment banking with Morgan Stanley with a focus on real estate.
In 2019, Ms Hung was selected by American Banker as one of the Most Powerful Women in Finance, the third consecutive year she has received this recognition. She was also presented the 2018 North American Industry Leadership Award by 100 Women in Finance. Ms Hung is a member of the Board of Governors of the Investment Company Institute, where she has been nominated to Chair its General Membership Meeting in 2019. She is also a member of the U.S. Institute CEO Roundtable and the Advisory Council for the McCormick School of Engineering at Northwestern University. Ms Hung also serves on the non-profit boards of Next for Autism and the New England Center for Children.
Ms Hung earned her MBA from Harvard University and Bachelor’s Degree in Mechanical Engineering from Northwestern University.
Erika Karp is Founder and CEO of Cornerstone Capital Inc. Cornerstone was created to catalyze the flow of capital toward a more regenerative and inclusive global economy. The firm seeks to optimize investment performance together with social impact through rigorous research that systematically integrates Environmental, Social and Governance (ESG) factors into portfolio design. In seeking positive societal impact at scale, Cornerstone offers investment advisory and capital markets advisory services, underpinned by rigorous research.
Prior to launching Cornerstone, Ms Karp was Managing Director and Head of Global Sector Research at UBS Investment Bank, where she chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists. She served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board.
Ms Karp is a founding Board member of the Sustainability Accounting Standards Board (SASB), a member of CECP’s Strategic Investor Initiative Advisory Council, and an advisor to the Omidyar Network’s Know the Chain initiative. She served as an advisor to the Clinton Global Initiative (CGI) Market-Based Approaches initiative, a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital, and as a member of the Program Design Advisory Council for Harvard Business School’s Executive Education Program on Innovating for Sustainability. She speaks at events including those of the OECD, the UN Global Compact and PRI, Oxford University, The Forum for Sustainable and Responsible Investing, Ceres, The Aspen Institute, and the White House. She holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.
Ms Karp presents and writes extensively on topics including: sustainable investing and finance, corporate strategy and business models, transparency and excellence in the areas of Environmental, Social and Governance performance, and employee engagement/diversity in the workplace. Her work has been featured by Bloomberg Businessweek, Barron’s, Euromoney, the Financial Times, Investor Relations Magazine, The Guardian, and Forbes. For driving collaboration across the capital markets, she has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne; one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.”
Afsaneh Mashayekhi Beschloss
Afsaneh Mashayekhi Beschloss is Founder and CEO of RockCreek, a leading global investment firm. Previously, Ms Beschloss was a Partner at the Carlyle Group, Treasurer and Chief Investment Officer of the World Bank, and worked at Shell International and J.P. Morgan. She has advised governments, central banks, and regulatory agencies on global public policy, energy, environment, and financial policy.
Ms Beschloss led the World Bank’s energy investments and policy work on sustainable investing in climate-related renewable energy, power, and infrastructure projects. She founded its Natural Gas Group as a transitional fuel to reduce carbon emissions.
Ms Beschloss is on the boards of the Institute for Advanced Study in Princeton, the Council on Foreign Relations, the World Resources Institute, and is the Vice-Chair of the Public Broadcasting Service (PBS). She chairs the National Geographic Investment Committee.
She is a recipient of the Institutional Investor Lifetime Achievement Award and the Robert F. Kennedy Ripple of Hope Award. She was recognized as one of American Banker’s Most Powerful Women in Banking.
Ms Beschloss holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development. She is the co-author of The Economics of Natural Gas and author of numerous journal articles on energy, finance, and impact investing.
Dan Simkowitz is Head of Investment Management at Morgan Stanley. Mr. Simkowitz serves on the Firm’s Operating and Risk Committees and was Co-Chair of the Capital Commitment Committee. He was most recently Co-Head of Capital Markets.
His client experience includes several of the largest IPOs in history; General Motors/U.S. Treasury, Facebook, Dupont/Conoco, KKR, Accenture and several of the largest financings in history for Citigroup/U.S. Treasury, Blackrock, Procter & Gamble, Verizon and Wells Fargo.
He was the lead capital markets partner for the Firm’s assignments for the U.S. Treasury and Federal Reserve during 2008-2012.
Mr. Simkowitz is a graduate of Harvard College and holds an MBA from Columbia University. He began his career at Morgan Stanley in 1990 and has worked in Tokyo, Hong Kong and New York. He serves on the Advisory Board for the Morgan Stanley Institute for Sustainable Investing. He is on the boards of Theatre Forward and the Investment Company Institute and is a trustee for the U.S. Olympic Committee Foundation. Dan is a member of the Council on Foreign Relations, Urban-Brookings Tax Center’s Leadership Council and Harvard’s Committee on University Resources.
Arnaud Tesson, based in Boston, leads Egon Zehnder's U.S. Asset Management Practice and helps clients navigate that industry's ongoing transformation through executive recruiting and leadership advisory. He is also active in the firm's Board Advisory Practice, counseling clients on CEO succession, board recruiting, and board effectiveness.
Prior to joining Egon Zehnder, Mr Tesson held various management roles at Capital One, including Country Manager for France and Director of Marketing and Analysis for several business lines in the U.S. and internationally.
Earlier, he was a consultant at Bain & Company, based in Boston and Hong Kong, advising financial services, retail, and high-tech clients on strategy. He began his career as an investment banker in Paris and London.
Mr Tesson earned degrees in business administration from Paris Dauphine University and in economy and finance from the Paris Institute of Political Studies (Sciences Po), as well as an MBA from the Tuck School of Business at Dartmouth College. He is passionate about preserving our environment and serves on the Board or Overseers of the New England Aquarium.
Robin Wigglesworth is the FT’s global finance correspondent, covering investing, markets, finance and economic issues around the world. He was previously the US markets editor, capital markets correspondent, and Gulf correspondent. Before joining the FT in 2008, Mr Wigglesworth covered the Nordic economies, politics, bond and currencies for Bloomberg News. He has an MA in History of International Relations from the London School of Economics, a BA in Journalism and Contemporary History from City University, and studied Economics at the Oslo School of Management.
Jennifer Ablan is the US Markets Editor of the Financial Times, overseeing the markets coverage in the US and leading a four-person team on the beat. She is known across Wall Street for breaking big stories and getting inside the heads of America’s biggest and most influential money managers, including billionaire activist Carl Icahn, DoubleLine’s “Bond King” Jeffrey Gundlach, Pimco’s Dan Ivascyn, Berkshire Hathaway’s Warren Buffett and Bridgewater’s Greg Jensen. Ms Ablan, who joined the FT in October, spent more than a decade at Reuters as its US Investments Editor. Prior to that, she was Senior US Investments Correspondent at Reuters for more than two and a half years. Previously, she spent more than five years at Barron’s Magazine as a staff writer/columnist. She received the 2011 Rising Star award from the Women’s Bond Club, and has been named one of Business Insider’s “125 most important finance people you have to follow” on Twitter.
Hannah Glover is a Group Managing Editor at Money-Media, overseeing several asset management and governance titles including Ignites, FundFire, BoardIQ, Agenda, Financial AdvisorIQ, Ignites Europe and Ignites Asia. She joined the FT Specialist unit as a reporter in 2007 and has worked as managing editor at Ignites and sister publication GatekeeperIQ. Prior to covering the world of asset management, she worked as a legislative investigator for the New York City Council and as a reporter at the Meriden, Conn. Record-Journal.
Richard Henderson is the FT's New York-based US Capital Markets Correspondent. He covers equity markets and asset management across the Americas. Before that he was associate editor of FundFire, the FT Group's investment management news service.
Emily Laermer is the Managing Editor for Ignites. Before that, Ms Laermer was the Data Visualization Editor at Money-Media. Through that role, she was responsible for writing data-driven content for Ignites and BoardIQ. Ms Laermer joined Money-Media in 2015, after five years at Crain’s New York Business. She is a graduate of Northwestern University.
Billy Nauman is a reporter and producer for Moral Money, the new digital platform and newsletter from the FT featuring news and analysis about the fast-expanding world of socially responsible business, sustainable finance, impact investing, environmental, social and governance (ESG) trends. Before joining Moral Money, Billy worked in the FT’s Specialist division for nine years as a reporter and editor. Most recently, he was the managing editor of FundFire, the FT’s daily publication covering the U.S. institutional investment industry.
Danielle Verbrigghe is the Managing Editor of FundFire, an FT Specialist news publication focused on the institutional asset management industry. Ms Verbrigghe previously covered the asset management and wealth management beats for FundFire. She has also previously written about wealth management for GatekeeperIQ, emerging markets for Bloomberg News and business for the Phoenix Business Journal. Ms Verbrigghe has an MA in Mass Communication and a BA in English from Arizona State University.
- The summit will gather senior representatives from top US fund managers and financial advisors
- Chaired exclusively by senior FT Group journalists, asking the key questions on the trends shaping and disrupting the industry
- Case study insights from leading minds within asset management who are innovating key operations and processes
- High level influential speakers and disruptors sharing their insights on what the sector will look like in the next 5 to 10 years
The Summit will bring together C-suite, heads of departments and other senior-level executives in the following areas:
- Asset Managers
- Wealth Managers
- Mutual Fund Managers
- Hedge Funds and Private Equity Managers
- Registered Investment Advisors (RIA) / Financial Advisors
- Private Bankers
- Fund Administrators and Fund Service Providers
- Custody and Risk Management Firms
- Law Firms
Lead Sponsor (2)
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 165,000 CFA® charterholders worldwide in 164 markets. CFA Institute has nine offices worldwide and there are 156 local member societies. For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute.
DFIN is a leading global risk and compliance company.
We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles.
As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.
Learn about DFIN’s end-to-end risk and compliance solutions. Visit DFINsolutions.com or call +1 800 823 5304.
Associate Sponsor (2)
Egon Zehnder is the world’s leadership advisory firm, sharing one goal: to transform people, organizations, and the world through great leadership. We know what great leaders can do and are passionate about delivering the best leadership solutions for our clients. As One Firm, our more than 450 Consultants in 68 offices and 40 countries bring our individual strengths to form one powerful collaborative team. We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide Board advisory services, CEO search and succession, executive search, executive assessment, leadership development, and organizational transformation. We share a commitment to and pride in doing work that contributes to successful careers, stronger companies, and a better world. For more information, visit www.egonzehnder.com and follow us on LinkedIn and Twitter.
In collaboration with (2)
Ignites, a service from the Financial Times, is the preeminent source for news about mutual funds that delivers must-read competitive intelligence to leaders across the industry. Ignites coverage focuses on distribution, marketing, regulation & compliance, people moves, C-suite &, strategy, technology, operations and more.
Key market segments covered include:
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Variable Annuities
- Retirement Plans (401(k), etc.)
- 529 Plans
FundFire is the leading news service for professionals in the institutional and high-net-worth asset management industry. Daily news stories and online resources provide essential competitive intelligence on SMAs, alternative investments, high-net-worth investors, pensions, foundations, endowments, and more.
Special features include:
- Daily & Breaking News – coverage of investment trends, regulatory changes, key people moves and more
- FundFire Alts – a special weekly issue that focuses on the world of alternative assets
- Distributor Profiles – profiles of key firms, investment platforms and gatekeepers at wirehouses, broker-dealers and other distributors
- FundFire Webinars – live panel discussions on the most important issues facing the fund industry today
- Search & Hire – a database that is updated daily with the latest manager searches, mandate wins and terminations
Media Partners (2)
Savvy Investor is the world’s leading platform for investment article and white paper distribution. Each month, around 30,000 white papers are downloaded from the site by our 45,000 members – more than any comparable platform.Quality of site membership is very high. Membership of Savvy Investor is restricted to investment professionals, institutional investors and their service providers.Savvy Investor works in partnership with asset managers, index providers and other organisations to promote their papers, to affirm their ‘thought-leadership’ credentials and to generate quality leads. Sign up as a member free today at www.savvyinvestor.net
Financial IT is a digital platform for multimedia and editorial content, rankings and overviews of major industry events. Financial IT magazine is published throughout the year in digital form. Financial IT magazine is available in print form at major trade events through our media partnerships. We believe that our competitive edge comes from our established relationships with financial IT companies and institutions, the breadth of the solutions described and the quality of content. Financial IT provides a detailed map of the everchanging space where the IT provider sector meets the broadly defined financial services sector.
Visit our website: www.financialit.net