Over two days this interactive, networking-driven forum focuses on sub-advised funds – from investment trends to manager research and due-diligence – this event will draw key industry executives from across the country.

CHARLOTTE, NC, July 13, 2017 /24-7PressRelease/ — Financial Research Associates is pleased to announce the 24th installment of the bi-annual Sub-Advised Forum (September 13-14, 2017, at the Harvard Club in Boston).

Over two days this interactive, networking-driven forum focuses on sub-advised funds – from investment trends to manager research and due-diligence – this event will draw key industry executives from across the country.

This forum’s expert speaking faculty will share pertinent and up-to-the-minute viewpoints on the future of the sub-advisory industry through current research findings and data on the marketplace as well as key investment trends that are gaining momentum in this current environment. Additionally, they will talk about how manager research, due-diligence and selection has evolved and the key factors that impact the prosperity of subadvisor relationships in this challenging market.

Advisors, asset managers, portfolio managers and distributors from mutual funds, insurance companies, banks, brokerage firms, and liquid alternative funds specialists are among those who will be attending. Our confirmed speaking faculty include ManuLife/John Hancock ‘s Head of Global Asset Allocation, Bob Boyda; Envestnet’s Chief Investment strategist, Tim Clift; SEI’s Director of Advice – Defined Contribution, Joel Lieb; U.S. TRUST’s Managing Director of Investment Oversight, Benjamin Blaisdell, CFA and NEPC’s Investment Consultant, Thomas Cook, among other highly respected thought-leaders.

More information about the symposium can be found at https://goo.gl/YZCd1J

About Financial Research Associates
Financial Research Associates (FRA) provides the financial community with access to business information and networking opportunities. Offering highly targeted conferences and events, FRA is a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities. For more information on upcoming conferences and events, visit our website at www.frallc.com.


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