The 36th Sub-Advised Funds Forum

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.

““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

“ Nice job on the event! …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