Past Events

Oct
15 - 17
2018

October 15-17, 2018 | Dallas, TX
Hyatt Regency Dallas

The Keys to Growth: Reinventing and Enhancing the Client Experience

Co-Chairs:
Keith Glenfield,
Managing Director, Head of Investment Products, Bank of America, Merrill Lynch
Cheryl Nash, President, Investment Services, Fiserv

Annual Conference

Oct
2
2018

October 2, 2018 | Chicago
Morningstar Headquarters | 22 W. Washington Street | 7th Floor

Staying Ahead of the Sustainable Investing Curve

The sustainable investing space is evolving rapidly. Not a week goes by without another article documenting the burgeoning demand from clients, the announcement of a major hire by an industry-leading firm, or the availability of more ESG-related products.

Education

Sep
13 - 14
2018

September 13-14, 2018 | Chicago, IL
The Westin O’Hare

Forum Co-Chairs:
John Moninger, Managing Director, Retail Sales, Eaton Vance
Mark Spina, Head of U.S. Advisor & Intermediary Solutions, Russell Investments
Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas

Distribution Leadership

Sep
13
2018

September 13, 2018 | New York, NY
OppenheimerFunds

225 Liberty Street
New York, NY 10281

Co-Chairs:
Sheila (Bonitz) Stotler, Senior Vice President, Product Management, Brinker Capital
Adam Tabor, Vice President, Client Insights and Analytics, OppenheimerFunds

Education

Sep
12 - 13
2018

September 12-13, 2018 | Chicago, IL
The Westin O’Hare

The Symposium is a gathering of female client-facing professionals designed to inspire, empower and support future women leaders in distribution. 

Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management

Distribution Leadership

Jun
21
2018

June 21, 2018 | NYC
Thomson Reuters

3 Times Square
New York, NY

Partnering in a New World of Alternative Investments

Co-Chairs:
Jeremy Beal,
Managing Director, Head of Alternative Investments, Wealth Management, Morgan Stanley Wealth Management
Paul Weisenfeld, Director, National Accounts and Alternative Investments, Legg Mason

Alternative Investments

Jun
19
2018

June 19, 2018 | NYC
Morgan, Lewis & Bockius

101 Park Avenue, 39th Floor
New York, NY 10178

Co-Chairs:
Leah Buenaventura, Director & Assistant General Counsel, Bank of America Merrill Lynch
Daniel Moonay, Managing Director & Senior Counsel, BlackRock

Legal/Regulatory Affairs

Jun
15
2018

June 15, 2018 | NetMeeting

In this replay, a panel of industry experts share their insights and perspectives on the changing, expanding world of alternative investments.

Net Meetings

Jun
14
2018

June 14, 2018 | NetMeeting

In this NetMeeting replay, Eamonn Maguire, Global Lead in Blockchain & Distributed Ledger Technologies for KPMG US, gives a primer on the key features of Blockchain technology and a case study of how Blockchain could help create value for the funds industry through cost savings and efficiencies in terms of speed and simplicity.

Net Meetings