Registration Inquiries
Ana-Alyse Castelluccio
Event Planning Specialist
Asset International/Strategic Insight
Tel: +1-203-595-3290

Sponsorship Information
Allana Burke
Corporate Accounts
Asset International/Strategic Insight
Tel: +1-212-217-6938


Access Data

BrightScope, Inc.

Gemini Fund Services, LLC

UMB Fund Services

Strategic Insight
Fund Trends Conference 2013

Creating Opportunity through Collaboration

June 25-26, 2013
Pier 60, Chelsea Piers
New York, NY
About | Agenda | Speakers | Venue

This June, Strategic Insight Fund Trends will again bring fund company executives together with key distribution partners. Our 2012 conference was a successful meeting place for 150 industry executives, including heads of sales and national accounts, product development executives and fund strategists.

Flagship features of SIFT:

  • Networking opportunities with mutual fund industry peers and distribution executives
  • Views from thought leaders on product development and innovation
  • Candid perspectives from key gatekeepers of national, regional, and independent broker/dealers as well as RIA platforms
  • Proprietary data and analysis from the industry's top researchers

New additions to SIFT 2013:

  • Full breakfast with Strategic Insight research analysts
  • 'CEO Vision' panel of mutual fund CEOs sharing their strategic visions
  • 'Alternatives Afternoon' exploring demand, product development, and distribution nuances of '40 Act registered alternatives
  • Peer breakout discussion on distribution best practices

"It's my second time at the SIFT conference, and as a product analyst at an asset management firm, I believe the SIFT conference is a no-brainer to attend to make sure you are staying on top of the product and related trends in our industry."

-Daniel Jarrett,
 T. Rowe Price

"Very positive…good information on the state of the industry…good networking opportunities."

- Frank McCarthy,

98% of 2012 attendees recommend SIFT to others!

Basic Agenda | Detailed Agenda

June 25

7:30 - 8:30a Registration, Breakfast and Meet Strategic Insight
8:30 - 9:00a Strategic Insight Presentation: Welcome & Market Update
9:00 - 10:00a Panel Discussion: Fund CEO Vision
10:00 - 10:30a Strategic Insight Presentation: Key Forces Shaping Fund Distribution
10:30 - 10:45a Break
10:45 - 11:35a Panel Discussion: Independent & Regional Broker-Dealers
11:35 - 12:25p Panel Discussion: The Future of Wholesaling
12:30 - 1:40p Lunch
1:45 - 2:15p Keynote Address: Don Froude of Ameriprise Financial Services
2:15 - 2:40p Special Guest: Bob Rice of Bloomberg TV and Author of The Alternative Answer
2:40 - 3:00p Strategic Insight Presentation: Registered Alternatives Overview
3:00 - 3:15p Break
3:20 - 4:10p Panel Discussion: Developing Registered Alternatives
4:10 - 5:00p Panel Discussion: Selling Registered Alternatives
5:00 - 7:00p Buffet dinner and cocktail party


June 26

8:00 - 9:00a Breakfast: Meet Strategic Insight
9:00 - 9:45a Keynote Address: Jim Peterson of Charles Schwab Investment Advisory
9:45 - 10:45a Panel Discussion: Independent RIAs
10:45 - 11:00a Break
11:00 - 11:45p Distribution Best Practices Roundtables
11:45 - 12:45p Panel Discussion: National Broker/Dealer
12:45 - 1:00p Closing Remarks
1:00 - 2:00p Lunch/Conference Ends

Please note: Registration includes all food, beverages, and conference materials. Agenda subject to change.