Creating Opportunity through Collaboration

Strategic Insight Fund Trends Conference / June 21-22, 2016
Chelsea Piers, Pier 60, New York

Our 8th annual SIFT conference will once again bring together senior fund executives, with their counterparts at key distributors, to share thoughts and discuss key industry trends. Last year we hosted over 200 executives from across the mutual fund and wealth management industries – including leaders of sales, national accounts, product development, marketing and strategy from fund managers, as well as heads of mutual fund relationships and other key gatekeepers at the industry’s most important distributors. This year we expect an even larger crowd to join the research experts at Strategic Insight as we tackle today’s most pressing challenges and most important opportunities.

Keynote Presentation: Raymond James - In-Depth Perspective

Scott Curtis, President, Raymond James Financial Services As president of Raymond James Financial Services, Mr. Curtis directs Raymond James’ independent advisor business and its Financial Institutions Division that includes over 3,500 financial advisors and generates approximately 30% of the firm's annual revenues. He was promoted to his current position in January 2012 following six years as senior vice president of Raymond James & Associates Private Client Group (PCG) where he was responsible for prioritizing and directing numerous initiatives focused on revenue growth, efficiency enhancements, service improvement, and risk mitigation.

Flagship features of SIFT:

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