Event Date/Time: Oct 01, 2012 End Date/Time: Oct 03, 2012
Registration Date: Oct 02, 2012
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Description

This is the industry’s #1 event that focuses on the creation and management of sub-advised funds and for the first time ever, we are offering an optional one-day pre-conference compliance workshop!

Sub-Advised Compliance Workshop Topics on October 1st include:
-Due Diligence from a Compliance Perspective: What Should Funds be Looking for and What Should Sub-Advisors Be Attentive to?
-Section 15 Requirements & Disclosures between Fund and Sub-Advisor
-Top SEC Enforcement Priorities and Lessons Learned From Past Litigation
-Best Practices in Client Disclosure and Reporting
-Special Issues in Best Execution and Soft Dollars
-Developing an Acceptable Policies and Procedures Manual
-Effectively Responding to RFPs

Sub-Advised Funds Forum Topics on October 2-3 include:
-State of the Industry: How Has Demand Changed for Sub-Advised Products?
-Asset Allocation Trends: Design, Strategies, and Opportunities
-Expanding Your Strategies and Managing Volatility via Alternatives
-Seizing the New Opportunities in the Defined Contribution Market
-How Can Sub-Advisors Enhance the Efficiency of Target Date Funds?
-Effectively Managing Risk in Today's Unique Marketplace: How Should Sub-Advisors be Treating Risk?
-An In-Depth Look at the Due Diligence Process for Sub-Advised Funds
-Performance Measurement and Performance Attribution in Today's Investment Management Environment
-Global Transition Management: Efficient Ways to Enhance Sub-Advised Funds
-The Shifting Landscape of Variable Annuities: How Can Sub-Advised Services Effectively Play a Role in this New Paradigm?
-Improving Performance Rankings Through Operational Alpha

Venue

140 South Broad Street
Philadelphia
Pennsylvania
United States
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