The 36th Sub-Advised Funds Forum

The 36th Sub-Advised Funds Forum

Join us at the industry’s #1 event to keep up with the latest product and strategy trends and be a part of how the industry is changing. FRA brings together the industry’s best and brightest portfolio managers, research specialists, CIOs, PMs, CCOs, and key decision makers to put you at the forefront of new opportunities in sub-advisory, the top-selling mandates here and abroad, compliance and due diligence best practices, asset allocation innovation, and best-in-class client servicing, among other essential topics.

This is your golden ticket to staying ahead, making informed decisions, and fostering connections that will propel your success in the competitive world of sub-advised funds. Don't miss out – secure your place at the industry's must-attend 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. 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. 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.

““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