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Financial Research Associates is proud to introduce the first and only event of its kind: a conference for gatekeepers, professional buyers, research and due diligence experts, and asset managers to convene and explore the challenges of providing leading-edge, high-quality and differentiated retail product offerings to investment advisors. In a universe that offers tens of thousands of investment possibilities, constant product innovation, heightened risk aversion, and an increasingly savvy, demanding, and mobile community of investment advisors, how do the leaders in the field approach the art of selecting funds for wealth management platforms, recommended lists, and model portfolios?

Network with industry leaders in wealth management from wirehouses, regional and independent broker/dealers, RIA platforms, and consultancies. Profit from rarely shared perspectives on the current environment of risk, innovative screening techniques, latent resources from outsourcing service providers and asset managers, and alternative investments. Gain a big picture overview of the entire cycle of product development, hearing from portfolio managers, research professionals who filter the population of funds, due diligence specialists who drill down into the details, index developers, and product creators who package the investments for advisors.

This event is the first and only event of its kind! Ensure that your research and due diligence practices are competitive and that you know all the resources that are available to you.

There may be many networking opportunities at the Research & Due Diligence for Wealth Management Platforms. Find out more in the event details below.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 01/23/2014 - 01/24/2014
Conference/Event Hours: 8:00 am - 5:00 pm EST
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business
Estimated Attendance: 100
Audience: This conference is designed for professionals seeking to hone their knowledge of best practices in vetting investment products for wealth management platforms including (but not limited to):
-Gatekeepers and Professional Buyers
-Manager Selection Research and Due Diligence Analysts
-Platform Product Developers
-Investment Management Professionals
-Fund Distribution Professionals
-Portfolio Managers
Venue: The Princeton Club of New York
Venue Phone: (212) 596-1200
Venue Type: Indoor - Hotel
Conference Hotel URL:
Sponsorship: Yes
Sponsorship Details: For speaking and sponsorship opportunities, contact Jennifer Clemence at 704-341-2438 or

Booth Size Booth Cost   Available Amenities
Call for information.   Electricity: n/a
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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Research & Due Diligence for Wealth Management Platforms

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