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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 


Alt assets research


Alternative methods of accessing the private real estate market, including separate accounts, joint ventures and co-investments, are under the spotlight in this extract from the Preqin Investor Outlook: Alternative Assets, H2 2015. ... »


Richard Ansyet, Intralinks

Over the last 10 years, organisations have undergone a wholesale change in the way they run their businesses. Thanks to cloud-based platforms, wireless Internet, and the proliferation of desktop and mobile device applications, the perimeter of most businesses has moved beyond the four walls of their office. This has revolutionised the way people work: no longer tied to their desks they can be equally as effective aboard an aircraft or sitting next to the beach on vacation.  ... »


Locked door

Cybersecurity issues have existed as long as the internet. What seems to have changed in the last 18 months is not only that the nature of the breaches has become more sophisticated, but also the fact that hedge funds have become a much bigger target.  ... »

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