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


The Only Event Dedicated to the Fastest Growing Segment of the Managed Account Universe Offering New Strategies for Clients



Randy Bullard Senior Managing Director, ETF Solutions Group

Providing Key Decision Makers with Innovative Strategies to Benefit Client Portfolio Performance

Meet Emerging Strategists: Rapid Fire Format ETF Strategies considering becoming a Robo- Advisor;
Is it worth it?
The Impact of Smart Beta / Active ETFs

Evaluate the Value Proposition of Different Strategies: Boardroom Micro Sessions Innovative distribution strategies for new emerging strategists
Industry Pitfalls and Lessons Learned
Alt Strategies in ETF Wrappers

Expert Series

The Expert Series – “Where Experts come Together”

  • Top Flight Speakers
  • Emerging Trends
  • First-hand Insights
  • Education & Collaboration
  • Practical Applications
  • Deep exploration of topics
  • Networking