New Video Bundle

Professional Fund Buyer Summit

Recorded September 2020

13 sessions from Professional Buyers and other experts. Get instant access to the video recordings and presentation slides.

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.”

Jeff D., DWS

"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."

Paul Herman, HIP Investor Ratings + Portfolios

“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

“Great speakers and good agenda.”

Chris DeMeo Nu, Paradigm

“Very good content. Good panelists.”

Brian Bader, Axiom Investors

Sponsors


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