Professional Fund Buyer Summit

September 14-16, 2020 | Virtual Conference

Hear directly from gatekeepers

In-depth discussions with established professional buyers on:

Due diligence
Product development and pricing
Portfolio construction & customization

See The Agenda

Virtual in 2020

As meeting in-person is not a safe reality in our current environment, we have pivoted to a virtual conference. We are eager to connect you with insights from industry leaders, even if it’s from behind a computer screen. We are working hard to provide the same information-rich sessions that you have come to expect from an IEN conference, as well as facilitate some great networking opportunities.

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
  • Portfolio construction: looking at the latest trends in today’s markets


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

Organizations that attend
IEN conferences

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