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![Join us January 23-24, 2014 in New York]()
Research & Due Diligence for Wealth Management Platforms |
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Financial Research Associates' inaugural conference on Research & Due Diligence for Wealth Management Platforms, taking place January 23-24, 2014 at The Princeton Club of New York, will bring together research and due diligence experts, gatekeepers, and professional buyers to discuss the inner workings of the product selection and development process for wealth management platforms.
On behalf of Private Banking, you are eligible for a registration discount for this year's standard rate. For more information and to register, contact Whitney Betts at 704-341-2445 to receive 10% off the standard registration rate. Simply reference Priority Code: FMP148. Please note that discounts cannot be combined. |
Earn 10.5 CPE Credits | | |
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Explore the Art and Science of Manager Selection, Risk Management, Outsourcing, and Resource Development! |
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Topics at a Glance
- Current Trends in Research and Due Diligence Organizations
- New Risk Metrics for a Changed World
- Selecting the Right Indexes and Benchmarks for Performance Measurement and Model Portfolio Construction
- Expert Guidance on Research and Manager Selection
- From Asset Gathering to Asset Managing: Building Resources for Different Types of Advisors
- Hallmarks of an Effective Gatekeeper/Asset Manager Partnership
- Outsourcing: What, Why and How
- The Art of the Portfolio Manager Interview
- Developing Research and Due Diligence Infrastructure for New and Alternative Investments
- The Anatomy and Behavioral Science of ETFs
- Evaluating Alternative �40 Act Funds
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Who Should Attend
This conference is designed for professionals seeking to hone their knowledge of best practices in vetting investment products for wealth management platforms including (but not limited to):
- Gatekeepers and Professional Buyers
- Manager Selection Research and Due Diligence Analysts
- Platform Product Developers
- Investment Management Professionals
- Fund Distribution Professionals
- Product Development Teams
CPE Credits
The recommended CPE credit for this course is 10.5 credits in Specialized Knowledge and Applications. |
Registration Details
10% Discount Code - FMP148
Standard Rate - $1895
For more information and to register, visit the website or contact:
Whitney Betts at 704-341-2445 or wbetts@frallc.com | | |
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Managem est une société de production minière d'or basée au Maroc. Managem détient divers projets d'exploration au Gabon, au Maroc et en Guinee. Ses principaux projets en exploration sont BAKOUDOU - MAGNIMA au Gabon, IMITER et HANA-LOBO au Maroc et KOSSANKEN en Guinee. |