Professional Fund Buyer Summit

September 14-15, 2020
AMA Conference Center | New York, NY

This event was rescheduled from the original dates of March 26-27.

Hear directly from gatekeepers

In-depth discussions with established professional buyers on:

Due diligence
Product development and pricing
Portfolio construction & customization

See The Agenda

Key topics will include

  • Model portfolios—getting in a model, or building your own?
  • Effectively responding to downward pressure on fees
  • Non-negotiable requirements in manager selection
  • Focused sessions on ESG, ETFs and a lot more
  • Finding a new path towards personalization and customization

Organizations That Attend

Thoughts From Your Peers

“Content was specific to my job and provided important detail for my role. Best conference I’ve ever attended.”

Jeff D., DWS

“Thoughtful insights. Key gatekeepers were sharing concepts for future success.”

Eileen S., William Blair

“Comprehensive—touched on all aspects I was seeking to hear.”

Tom M., Hartford Funds

“Very good networking opportunities with allocators and decision makers and good diverse content.”

Tiffany Orcutt, Smith Group Asset Management

“Very good content. Good panelists.”

Brian Bader, Axiom Investors

“Great speakers and good agenda.”

Chris DeMeo Nu, Paradigm


  • This field is for validation purposes and should be left unchanged.

Insight Exchange Network
P.O. Box 3867
Santa Cruz, CA 95062
(831) 431-6668
[email protected]
Privacy Policy


Website by WebHolism