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Improving Client Retention through Performance
June 10 - 11, 2015 | The Standard Club, Chicago, IL

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Thank you to all those who helped to make the 3rd Annual ETF Managed Portfolio Summit such a success!

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Thank you to Expert Series, our event partner, for helping to provide innovative content and leading edge speakers to the event.


Highlights include:

The out-of-industry lunch presentation, “Breakwater Chicago”, given by Beau D’Arcy, kept everyone buzzing about what a floating entertainment complex, in the middle of Lake Michigan, would be like.

The two CEO Fireside chats kept everyone riveted to their seats:
  • Michael Jones, Chairman and CIO, RiverFront Investment Group
  • Laura Dagan, CEO, F-Squared Investments

Industry data provided by Morningstar’s Ling-Wei Hew had everyone writing furiously (which they didn’t need to do because all presentations for attendees are available here).

Feedback includes:

“I found the whole event to be very well done and the topics were outstanding. I feel that there were too many “takeaways” for me to name. Not only that, being able to speak with so many ETF professionals on a one-on-one basis was fantastic.”

“It was a great conference with a lot of important players in the industry.”

“the event was enjoyable, informative and extremely well organized. Well done!”

Be sure to check out our upcoming event:

Liquid Alternative Strategies East – this year’s event will include the convergence of ETFs and Liquid Alts.