Professional Fund Buyer Summit
Videos Included in the Bundle
Model Portfolio Demand: Getting in a Model or Placing Your Own?
Moderator
Matt Koth, Head of U.S. Platform Development, Advisor & Intermediary Solutions
RUSSELL INVESTMENTS
Panelists
Anna Snider, Managing Director, Head of CIO Due Diligence
BANK OF AMERICA
Peter F. Winkler III, Vice President, Global Manager Research
WELLS FARGO INVESTMENT INSTITUTE
Paul Ricciardelli, Managing Director
MORGAN STANLEY
Tim Clift, Executive Vice President, Chief Investment Strategist
ENVESTNET PMC
Responding to Fees, Massive Margin Compression, and Pricing Pressure
Matt Koth, Head of U.S. Platform Development, Advisor & Intermediary Solutions
RUSSELL INVESTMENTS
Jonathan Kreider, CFA, Sr. Vice President, Head of Great-West Investments
GREAT-WEST INVESTMENTS™
Portfolio Construction: Looking at the Latest Trends and Best Source of Income in Today’s Markets
Tim Clift, Executive Vice President, Chief Investment Strategist
ENVESTNET PMC
Scott Garsson, CFA, Head of Research – Global Strategic Relationships
JPMORGAN ASSET MANAGEMENT
Chris Petrosino, Managing Director, Quantitative Strategies
MANNING & NAPIER
Attention Managers: How You Can Get Noticed
Ted Finlay, Vice President, Director of External Manager Research
FIFTH THIRD BANK
Tim Clift, Executive Vice President, Chief Investment Strategist
ENVESTNET PMC
In a World of One-Size-Fits-All: Finding a New Path Toward Customization and Personalization
Matt Koth, Head of U.S. Platform Development, Advisor & Intermediary Solutions
RUSSELL INVESTMENTS
Ryan Lange, CFA, CAIA, Senior Investment Strategist
GREAT WESTERN BANK INVESTMENT MANAGEMENT
Catherine Berman, Chief Executive Officer
CNOTE
Taking a Close Look at the Risk/Return Profiles for ESG, Impact, and Illiquid investments
Moderator:
Steven Godeke, Founder
GODEKE CONSULTING
Panelists:
Amberjae Freeman, Chief Executive Officer
ETHO CAPITAL
John Tennaro, CIMA®, CSRIC™, Senior Vice President, Head of ESG & Impact Investing Solutions
CIBC PRIVATE WEALTH MANAGEMENT
Ingrid Dyott, Managing Director, Senior Portfolio Manager
NEUBERGER BERMAN
Similarities and Differences in Evaluating Active and Semi-Transparent ETFs
Amberjae Freeman, Chief Executive Officer
ETHO CAPITAL
Ed McRedmond, Founder & Managing Principal
etfED ADVISORY LLC
Todd Rosenbluth, Head of ETF & Mutual Fund Research
CFRA
Scrutinizing Alternative Structures: SMA, CITs, Closed-End, Interval, and Private Placement
Moderator:
Dave Carson, Vice President, Director of Client Strategies
ULTIMUS FUND SOLUTIONS
Panelists:
Kimberly Flynn, CFA, Managing Director, Alternative Investments
XAINVESTMENTS
Stephanie Lang, CFA, Principal and Chief Investment Officer
HOMRICH BERG
Looking at the Future of Active Investing
Wayne A. Wicker, CFA, SVP & Chief Investment Officer
ICMA-RC
Scott Brady, Head of US Product Development and Strategy
COLUMBIA THREADNEEDLE INVESTMENTS
Investing Near the End of a Business Cycle
Ryan Lange, CFA, CAIA, Senior Investment Strategist
GREAT WESTERN BANK WEALTH MANAGEMENT
A Behind-the-Scenes Look at an Advanced Due Diligence Program: Selection Criteria, Qualitative, Quantitative, Investment Processing and More
Moderator
R. Paul Herman, Chief Executive Officer
HIP INVESTOR
Panelists
Ted Finlay, Vice President, Director of External Manager Research
FIFTH THIRD BANK
Todd Rosenbluth, Head of ETF & Mutual Fund Research
CFRA
Ongoing Support for the Due Diligence Team: Managing and Monitoring for the Long-Run
Moderator
R. Paul Herman, Chief Executive Officer
HIP INVESTOR
Panelists
Myrna Rivera, Founder and Senior Advisor
CONSULTIVA WEALTH MANAGEMENT CORP
Michael Lear, CFA, CAIA, CIMA, Senior Vice President, Private Wealth Advisor Group
CAPITAL GROUP PRIVATE CLIENT SERVICES
Regulation BI: Examining the Impact and What’s Next?
Lindsay B. Jackson, Partner
MORGAN, LEWIS & BOCKIUS LLP
Daniel Kleinman, Partner
MORGAN, LEWIS & BOCKIUS LLP
Feedback from Attendees
“Content was specific to my job and provided important detail for my role. Best conference I’ve ever attended.”
"There was diversity of women and ethnicity of speakers. I love the chat box to get audience engaged and asking questions, and sharing experiences; also like poll questions to get a sense of what other people are thinking or feeling. The production was very professional; and glad it was recorded so I can watch what I missed. IEN team did a great job of finding great speakers, and curating interesting content."
“Thoughtful insights. Key gatekeepers were sharing concepts for future success.”
“Comprehensive—touched on all aspects I was seeking to hear.”
“Very good networking opportunities with allocators and decision makers and good diverse content.”
“Great speakers and good agenda.”
“Very good content. Good panelists.”
Sponsors
Insight Exchange Network
P.O. Box 3867
Santa Cruz, CA 95062
(831) 431-6668
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