Investment Management Product Strategy Forum

The Investment Management Product Strategy Forum is dedicated to current and future trends in the investment management industry to help you develop your ideal offerings.

The Investment Management Product Strategy Forum covers topics such as:

  • Plan Sponsor Panel: Investment Priorities the Next Five Years
  • How will the DOL Fiduciary Rule Affect Current and Future Products and Services?
  • Staying Ahead of the Fintech Curve during the Rise of Sophisticated Robo-Advisors
  • The Next Potential Great Opportunity: Federal and State Based Retirement Plans
  • How to Leverage Technology and Manage Data
  • Best Practices for Communicating with Your Customers

The Investment Management Product Strategy Forum brings together:

  • Advisors
  • Investment Managers
  • Plan sponsors
  • Consultants
  • RIA’s
  • Platforms
  • Indexes
  • Technology providers
  • Research firms

Important

Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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