Focus solely on model portfolios for two days, diving into all aspects of growing, partnering, researching, scaling, and customizing.
Hear from leading Model Portfolio providers about what they require from their managers. What gives managers the stand-out factor to get noticed and grow their business?
Hear how providers are customizing and personalizing their clients’ model portfolio offerings and take a peek at the next wave of model portfolios.
Join all the movers and shakers in the model portfolio business. Rub elbows with your peers, make connections, meet your next business partner at this must-attend model portfolio event.
Organizations That Attend
Thoughts From Previous Attendees
"Great group of panelists. All were thoughtful and very forthcoming. Helped me see some larger trends as well as some tactical ideas to help me focus my sales process."
"High quality presenters and audience members."
"Great meeting. Absolutely great to meet with and hear from our peers who are ahead of us product development-wise and some who aren't quite as far. This conference was all I hoped for and more. As a firm that is relatively new to the model space I had so many "aha" moments and picked up so many great ideas and info. The networking was really beneficial also!"
"Good education on TAMPs/model options."
“Content was specific to my job and provided important detail for my role. Best conference I’ve ever attended.”