Investment Management Summit
 
This event is exclusively open to financial advisors and market experts to discuss the strategies and products that are being utilized in an interactive format with high levels of peer exchange. 

Conference attendees will:
  • Take away new strategies for managing risks that enable them to protect client investments while achieving investment goals.  
  • Gain insights on current trends in emerging markets and equities that will form the basis for making sound allocation decisions.
  • Participate in several in-depth discussions on specific investment strategies such as active vs. passive or currency hedging.

Please note there is a qualification process to attend the Investment Management Summit and we will not be able to accommodate all applications.
You will be asked to provide the following information in addition to your contact details:
  • AUM
  • Products used
  • What channel you work in
If you are interested in attending, please contact Nicole Rene Bullock at Nicole-Rene.Bullock@ft.com or +1 917-551-5104.


Past attending companies include:

Altfest & Co
American Economic Planning Group
American Financial & Tax Strategies
American Financial Group
Ameriprise Financial
BBVA Compass
Bergin, Roberts & Co.
Brewster Financial Planning
Cambridge Investment
Research
Carter Bain
Chase Investment Services
Chatham Wealth Management
Chornyak & Associates
Commonwealth Financial Network
Conrad Capital Management
Convergent Wealth Advisors
Creative Financial Resources
Credit Suisse
Delaware Investments
Deutsche Bank
EFP Consulting
Evercore Wealth Management
Financial Network Group
First Empire Asset Management
Fortigent
Gateway Advisory
Geri Pell & Associates
Harbor Investment Advisory
Harris myCFO
Harvard University
Haynes Financial
Highline Wealth Management
HighTower Advisors
Horizon Kinetics
HPM Partners
Inverness Counsel
Investors Capital
iShares
BlackRock
JHS Capital Advisors
JPMorgan Funds
JSA Financial Group
Keats Connelly
Lasure Capital Management
Ledford Financial
Lemme Investment Group
Lord Abbett
LPL Financial
M Financial Wealth Management
Marshall Financial Group
Martone Capital Management
Massey Quick
Medallion Wealth Advisors
Merrill Lynch
MetLife Financial Group of NY
Morgan Stanley Smith Barney
Neuberger Berman
Nicholas Pascarella & Company
Noyes-Ryder Capital Management
NuVerse Advisors
Paragon Capital Management
PlanStrong Investment Management
Raymond James Financial Services
RBC Wealth Management
Richard Brothers Financial Advisors
Ridgewood Investments
Rockefeller & Company
Roka Wealth Strategists
Safran Wealth Advisors
Sage Hill
Sapient Private Wealth Management
Smith Affiliated Capital
Sontag Advisory
Southwind Associates
Strategic Wealth Management Group
Sutherland Asbill & Brennan
Tomas A. Blanno and Company
UBS
Validea Capital Management
Van Eck
Vickery Creek Capital Management
Walnut Street Securities
Wander Financial Services
Wells Fargo
Wescott Financial Advisory Group
YCMNET