The 36th Sub-Advised Funds Forum | A FRA Conference

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April 29-30, 2025

A Virtual Event

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The 36th Sub-Advised Funds Forum



Join us at the industry's leading event to stay ahead of the latest product and strategy trends and witness the industry's transformation firsthand. Connect with top portfolio managers, research experts, CIOs, PMs, CCOs, and key decision-makers, and get direct access to emerging opportunities in sub-advisory, top-performing mandates both domestically and internationally, compliance and due diligence best practices, asset allocation innovations, and exceptional client service.

This year’s forum takes a new direction, focusing not only on performance and track records, but on strategies for securing new business, leveraging data, and opportunities in international markets. Connect with your peers and learn from industry-leading experts on business growth strategies, manager selection, and alternative investment approaches at the industry's leading conference.

 

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Who Should Attend

This forum will bring together asset managers, wholesalers and distributors from banks, brokerage firms, insurance companies, mutual funds, and liquid alternative funds to discuss and exchange critical information, ideas, and insights in this lucrative market segment. Job functions include:

  • Heads of manager selection

  • Portfolio managers

  • Investment officers

  • Heads of sub-advisory

  • Chief compliance officers

  • Relationship managers

  • Heads of investment product distribution

  • Directors of client servicing

  • Investment consultants

Top Reasons to Attend

There is a reason attendees return year after year to the Sub-Advised Funds Forum. Join us in April to: 

  • Explore the impact of central bank policies on carry trade profitability and market volatility

  • Learn how to navigate liquidity risks associated with fixed-income products

  • Outline the role of tactical asset allocation in capturing short-term opportunities while managing long-term risk

  • Understand the use of direct indexing to create personalized portfolios that align with individual client preferences

  • Identify how to navigate the differences in investor behavior and preferences across European countries

  • Learn how to structure fee arrangements and performance incentives that motivate subadvisors while aligning with client goals

  • Review how to assess manager consistency and alignment with client objectives

  • Examine the due diligence process for selecting alternative asset strategies

  • Discover strategies for addressing common RFP pitfalls

  • Identify the role of data aggregation and analytics in enhancing client engagement and retention

““Excellent organization and execution.””

Eivind Lorgen, SASB

“Great information. It definitely helps a relative novice in the industry understand the landscape.”

Matt Dorband, AMI ASSET MANAGEMENT

“ This event was very impressive, especially during these challenging times.”

Atticus Fallon, GMO

“ Definitely would recommend this event due to the range of speakers and wealth of knowledge in one place. This forum provided the opportunity to hear top speakers from the industry who provided valuable information on industry trends, business expectations, and current focus. The entire event was a great value. The asset management industry is [a] global industry, but it’s difficult for managers”

Patricia Barron-Andrews, BARROW HANLEY