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

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Save the Date for April 2025


The 36th Sub-Advised Funds Forum

Hear from the industry’s best and brightest managers, research specialists, and key decision makers about new opportunities in sub-advisory, top selling mandates here and abroad, compliance and due diligence, asset allocation models, and best-in-class client servicing, among other essential topics. Whether you’re an established sub-advisor or just getting into the space, this is the industry’s #1 forum for keeping up with the latest opportunities, trends, and strategies.

Key Themes Covered in the 2024 Program:

  • Bringing Private Equity To Retail Markets
  • Increasing Interest In Fixed Income Space
  • International Asset Allocation Opportunities
  • New Strategies In How Investors Are Using AI

Stay tuned for details on next year's event.


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. Conference participants will network with the following:

  • 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. Your colleagues attended in 2024 to:

  • Explore the trend of shifting retail investors to alternative investments 
  • Review the challenges related to liquidity in private markets   
  • Discover how interval funds can fit into an investment portfolio   
  • Receive guidance on regulatory issues impacting the allocator and sub-advised space   
  • Understand the capabilities of AI and how they can benefit investment firms
  • Network  with colleagues who are allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – while discussing investment trends, manager research updates, and other essentials.