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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 
 


features
Article

Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before. ... »

Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

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