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Model Portfolios

A deep dive into the model portfolio opportunity—in just one day

September 9, 2019
AMA Conference Center
New York City

According to Cerulli Associates, “more than 150,000 advisors, who oversee $5.9 trillion in assets, have room to incorporate model portfolios into their practices.”*
IEN’s new Model Portfolios conference is the first event to focus solely on model portfolios and take a deep dive into this burgeoning area.

*FundFire, June 5, 2019

Key topics will include

Model Portfolios from the User’s Perspective
“What We Seek from Asset Managers” — the Model Portfolio Provider Perspective
Creating the Ideal Model Portfolio — Must-Haves (and Have-Nots)

Getting Your Firm’s Products into Model Portfolios
Model Portfolio Construction Styles & Strategies

How Will This Conference Help You?

Gain a thorough understanding of the model portfolio opportunity—in just one day
Network with an industry “Who’s Who”
See which model portfolios are getting attention from FAs
Understand what portfolio providers are looking for from asset managers
Learn the keys to idea model portfolio construction
Determine optimal sales strategies and relationship building tactics for this market
Assess the pros and cons of outsourcing vs. build-it-yourself
Understand the model portfolio accessibility options: TAMP, model hub, direct-to-asset manager

Past Attendees of IEN Investment Management Events

Bank of America | Blackrock | BNY Mellon Investment Management | Cerulli Associates | Deutsche Asset Management | DOOR Ventures Inc. | Dow Jones | Eaton Vance | Edward Jones | Envestnet | Fidelity Institutional Asset Mgmt. | Fifth Third Bank | Ignites Research | Invesco Ltd. | John Hancock Investments | Legg Mason | LMCG Investments, LLC | Lord Abbott | Macquarie Investment Management | Merrill | MFS Investment Management | Morgan Stanley | Morningstar Investment Management | MSCI, Inc. | Nationwide | Neuberger Berman | Nuveen Investments, Inc. | PGIM Investments, LLC | Putnam Investments | RBC Wealth Management | Regenerative Investment Strategies | Russell Investments | State Street Global Advisors | T. Rowe Price | Thornburg Investment Management | Touchstone Investments | UBS | USAA Investment Management | Wells Fargo Investment Institute | William Blair & Company
  • “Content was specific to my job and provided important detail for my role. Best conference I’ve ever attended.”

    – Jeff D. with DWS
  • “Thoughtful insights. Key gatekeepers were sharing concepts for future success.”

    - Eileen S. with William Blair
  • “Solid technical discussions, but not so technical that it was over my head or brutally dry. Nice use of applicable examples.”

    - Isaiah M. with CAZ Investments
  • “Very good networking opportunities with allocators and decision makers and good, diverse content.”

    – Tiffany O. with Smith Group Asset Management


Barry K. Mendelson, CIMA

Capital Market Consultants, Inc.

David Eisenberg

Director of Consulting Services
Meketa Investment Group

Glenn Regan, CFA

Principal, Investment Management
Edward Jones

Greg Weiss

Managing Director

Jason Blackwell, CFA, CAIA

Chief Investment Strategist
The Colony Group

Josh Greco

Head of Advisor Business Development, Client Portfolio Manager
QS Investors

Julia Burr

Head of National Accounts
RBC Global Asset Management (U.S.) Inc.

Loren Fox

Director of Research
Ignites Research

Michael Lamoly

Vice President, Consumer Investment Management Division
Goldman Sachs

Paul Hatch

Group Managing Director & Northeast Division Director
UBS Financial Services

Paul Ricciardelli

Managing Director, Head of Wealth Advisory Solutions
Morgan Stanley

Raymond Joseph, Jr.

Managing Director, Global Co-Head
Citi Investment Management

Robert Garcia

Chief Operating Officer
Morgan Stanley Pathway Funds

Roger Paradiso

Managing Director, Head of Alternative Distribution Strategies
Legg Mason & Co., LLC

Ryan O’Connor

Vice President in the Consumer Investment Management Division
Goldman Sachs

Scott Brady

Head of US Product Development and Strategy
Columbia Threadneedle Investments

Scott Smith

Director of Advanced Relationships
Cerulli Associates

Tim Clift

Executive Vice President, Chief Investment Strategist
Envestnet PMC

Todd Kerin

Vice President, Portfolio Construction, Strategic Investment Research Group
PGIM Investments

William Wright

Executive Vice President, Service Delivery

Brian Bader

Senior Vice President, Client Service and Marketing
Axiom Investors

Charlie Stout, CAIA, CIPM

ACA Compliance Group I Partner
ACA Compliance Group

Donna Chapman Wilson

Head of Investment Due Diligence
Invesco Wealth Management Platforms

Raj Udeshi




September 2019


  • 7:45 AM

    Conference Registration & Networking Breakfast

  • 8:30 AM

    Conference Sessions:

    • - Welcome and Opening Remarks
    • - Opening Panel: Model Portfolios from the User’s Perspective
    • - BlackRock’s 5 S’ to Model Portfolios and Valuable Lessons Learned
  • 10:00 AM

    Networking Break

  • 10:15 AM

    Conference Sessions

    • - Model Portfolio Providers’ Perspective: What We Seek from Asset Managers
    • - Case Study: We Built It: Construction, Manager Selection, and Sales Strategies
    • - Sales Strategies and Relationship Building for Model Portfolio Alignment
  • 12:30 PM

    Networking Luncheon

  • 1:45 PM

    Conference Sessions

    • - Outsource vs. Build It Yourself: Assessing the Pros & Cons
    • - Model-Portfolio Construction: Core, Tactical, Complementary, or Investment-Specific
  • 3:15 PM

    Networking Break

  • 3:30 PM

    Conference Sessions

    • - Model Portfolio Options and Accessibility: Which is Best for You?
    • - Coping with Operational Nuances
  • 5:30 PM

    Summit Conclusion and Cocktail Reception Begins

  • 6:00 PM

    End of Day



AMA Conference Center

1601 Broadway
New York, NY 10019
(212) 581-4100

AMA's New York Executive Conference Center is the largest Conference Center in New York City. The Center now encompasses 43 meeting rooms and over 90,000 square feet of meeting space. The conference center has meeting space that can accommodate over 200 participants. Conveniently located at 48th and Broadway in the heart of New York City's Times Square, the Center is within blocks of some of the best restaurants, shops, and entertainment for which New York is famous.

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