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FundForum USA - The Fund Management Event Bringing Innovation To The US Investment Management Industry

The Most Comprehensive Agenda For The US Fund Management Industry

FundForum USA 2011 provided a vital meeting point & a great learning opportunity for the US & the global asset management community. Here are a few of the features that made the 2011 edition unique:

  • A speaker faculty of 90+ leading industry experts sharing thoughts on how to navigate the current economic landscape
  • Over 250 attendees of key fund selectors, asset managers and other mutual funds industry players
  • 3 full days of non-stop learning and networking
  • More key distributors and gate keepers at the Global Distribution Summit

The Unique Features Which Made FundForum USA 2011 A Must-Attend Event For The Industry

  • Boardroom level discussions: our attendees heard perspectives from some of the industry's leading CEOs and CIOs on how to create a winning US & Global investment management business in these challenging times in cluding: George Gatch, JP MORGAN ASSET MANAGEMENT, Dan Kingsbury, PIONEER INVESTMENTS, Jon Baum, THE DREYFUS CORPORATION, Scott Powers, STATE STREET GLOBAL ADVISORS  & Bob Reynolds, PUTNAM INVESTMENTS
  • Delegates benefitted from the opportunity to meet with and hear from over 50 Key Distributors & Fund Selectors  for a better understanding of what the client is looking for in these volatile times. Speakers included Paul Hatch, MORGAN STANLEY SMITH BARNEY, Tim Clift, FUNDQUEST,  Gabriel Galvanes, DEUTSCHE BANK, & Gene Goldman, LPL

  • All the latest research on fund flows, investment trends & distributon strategies from the industry's most respected analysts such as Cerulli, kasina, Morningstar, Fuse & Strategic Insight
  • Key insights into the new product trends from non correlated alternative strategies to ETFs for the US pre & post retirement world
  • The FundForum USA Distribution Summit: this day provided In-depth discussion on the evolving US distribution landscape with perspectives from the leading Wirehouses, RIAs, Insurance companies & private banks.


Key Speakers At FundForum USA 2011

Key Speakers At FundForum USA 2011

Bob Reynolds CEO Putnam Investments

Scott Powers CEO State Street Global Advisors

John Flint Chief Executive HSBC GLOBAL ASSET MANAGEMENT

Ronald O'Hanely President, Asset Management and Corporate Services Fildelity Investments

Juan Alcaraz Head Santander Asset Management

George Gatch CEO JP MORGAN FUNDS

Gary Marshall CEO Americas ABERDEEN ASSET MANAGEMENT

Keith F. Harstein President & CEO JOHN HANCOCK FUNDS

Dan Kingsbury President & CEO Pioneer Investment Management USA

Jonathan Baum Chairman & CEO The Dreyfus Corporation


Watch all the latest FundForum USA videos here

FundForum 2011 in the Press

Our Extra Learning Opportunity - The FundForum USA Global Distribution Summit

Meeting The Needs Of The New Fund Buyer/ Asset Manager Relationship

Back by popular demand, the Global Distribution Summit 2011 delved into the ever changing dynamics between managers and their wholesale clients, fee structures, product and sales strategies. Here are a few of the experts delegates got to meet:

  • Gene Goldman,  LPL
  • Gabriel Galvanes, DEUTSCHE BANK
  • Richard Garland,  INVESTEC ASSET MANAGEMENT
  • Marianne Sullivan, ING
  • Todd Millay, CHOATE INVESTMENT ADVISORS
     

EXCLUSIVE!  Bob Pozen, Senior Lecturer at Harvard Business School,  Senior Fellow at the Brookings Institution, and Chairman Emeritus of MFS Investment Management, gave his views on The Future For Asset Management, followed by an exclusive signing of his new book The Fund Industry: How Your Money Is Managed

Praise for FundFourm USA

"This year's conference was fabulous. The speaker line-up was so impressive. Everything was very thought-provoking, and you all did a wonderful job organizing it all."
Laura Varas
PresidentMAST HILL CONSULTING
"The FundForum Conferences are the best in the world- Great content & networking"
Julian Sluyters
President & CEOOld Mutual Capital
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Related Events in the FundForum Series

The 6th Annual

FundForum Asia 2012

23 Apr 2012 - 27 Apr 2012
Kowloon Shangri-La, Hong Kong


The 22nd Annual

FundForum International 2012

25 Jun 2012 - 28 Jun 2012
The Grimaldi Forum, Monaco


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(updated 26 January 2012)


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