Due Diligence for Professional Buyers

November 1-2, 2018 
Harvard Club
Boston, MA 

IEN is proud to present the only event of its kind, Due Diligence for Professional Buyers on November 1-2, 2018 in Boston. Unique to the industry, this two-day event highlights all of the topics professional buyers deal with on a daily basis. Take a few minutes to review the topics and speakers - - you will not find another event in the industry that divulges all of the intricate due diligence details by the most reputable industry veterans.

Key topics will include

Analyzing the structure and styles buyers are currently targeting
Meeting the qualitative and quantitative criteria professional buyers are searching for in their selection process
Adjusting to a highly selective product offering and partnership

Confronting the challenges of new model development in a restrictive environment
Examining the inner workings of distributors' manager research teams based on research

Effectively positioning yourself in the ETF space
Taking a deeper dive into the complex due diligence process for ESG investing
Analyzing the manager selection from a model builder's perspective

Who will you meet?

  • From Wirehouses, Independents, Nationals, Regionals, Insurance Companies, Mutual Funds, etc.:
  • Heads of Research or Manager Research
  • Due Diligence
  • Global Manager Research
  • Program Management
  • Investment Officer
  • Head of Investments
  • National Account Manager
  • Directors of Wealth Management
  • Portfolio Manager
  • Managing Director
  • Managing Partner
  • Head of Product Development/Strategy
  • Head of Marketing/Sales/Business Development/Distribution
  • Head of Platform Development
  • Head of Advisory Accounts
  • Financial Analyst
  • Asset Managers

Benefits of attending

Hear from the top professional buyers in the industry about their manager selection and criteria
Find out how to get noticed by the best business minds in the industry
Get a better sense of the structure and style demand professional buyers are looking for
Learn how to meet the qualitative and quantitative criteria of these highly selective buyers
Get a better understanding of how to position your ESG, ETFs, and alternative products
Meet the challenges of new and selective product rationalization processes
Find out how to increase your odds of success when launching new mutual funds and ETFs
Mix and mingle with the brightest professional buyers in the industry


Glenn Regan


Phil Fontana

John Hancock

Christopher E. Vella

Northern Trust

Laura Pavlenko Lutton

Morningstar Research Services LLC

Robert Boyda


Marc Brookman

Schroders North America

Scott Reeder


John Tennaro

CIBC Private Wealth Management

Kevin J. Sullivan

Wells Fargo Investment Institute

Gene F. Goldman

Cetera Investment Management LLC

Tim Clift


Todd Rosenbluth


Paul Ricciardelli

Morgan Stanley

Ted Finlay

​Fifth Third Bank

R. Ross David

Neuberger Berman


Media Partners


Harvard Club

374 Commonwealth Ave
Boston, MA 02115
(617) 536-1260
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