The 4th Annual Sub-Advised Fund Forum

Venue: Boston

Location: Boston, United States

Event Date/Time: Sep 30, 2004 End Date/Time: Oct 01, 2004
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Join us in New York City this fall for our popular annual Sub-Advised Fund Forum! This year’s event features new topics and speakers.

New Topics This Year

• Fall out from the mutual fund scandals: How will the new rules and regulations affect sub-advisory relationships?
 Implementing an independent board of directors
 Independent director reform legislature
 Fee disclosure
 “Pay to play” consultants
• Sub-advisory funds and fiduciary strength: Staying above it all
• Fund transition management: Outlook, challenges
• Managing the sub-advisor relationship: Keeping the communication flowing after the hiring process is complete
• Reacting to capacity restraint issues
• Sub-advisory best practices