Feeling the pricing pressure? Join us in New York April 11 to discuss strategy

Charles Schwab Investment Management’s retiring CEO and Invesco Funds board vet among the speakers at our next breakfast briefing

With fee pressures intensifying, M&A talk heating up and technological developments transforming various functions, fund group leaders certainly have their hands full.

Fund Intelligence’s next New York breakfast briefing on April 11 will be examining the big decisions facing fund complexes as they look to maintain margins and spot opportunities for growth and diversification. Register here to attend.

Joining us on the panel will be Charles Schwab Investment Management’s retiring CEO Marie Chandoha, who has been with the asset manager since 2010 and has seen CSIM became the fifth-largest ETF issuer and the third-largest provider of index mutual funds under her tenure. Chandoha will also be picking up the Fund Action Lifetime Achievement Award at our 26th Annual Mutual Fund Industry and ETF Awards at Cipriani 42nd Street in New York that evening.

Also on the panel is Carl Frischling, who was an Invesco Funds board member for 35 years and is currently a partner at Perkins Coie. Frischling won our Fund Directions Lifetime Achievement Award in 2013.

Lee Kowarski, Vice President at SS&C Research, Analytics, and Consulting will also be speaking, alongside Spouting Rock Asset Management Chief Executive Andrew Smith (formally Co-Head of Americas and COO for Aberdeen Asset Management).

Some of the talking points will include:

  • Strategies for confronting the ongoing pricing pressures being felt across the sector
  • How is technology driving efficiencies and creating new business opportunities across the fund complex and what is the potential for future savings/developments?
  • Debates around asset class diversification- are higher margin areas such as private credit and alts decent growth opportunities for traditional shops?
  • The big considerations for fund group leaders when thinking about M&A
  • Relocation questions- what are the best options for fund groups looking to grow their presence in lower cost states?
  • How best should fund leaders look to foster and cultivate a culture of diversity and inclusion across their business

The breakfast briefing takes place at The Lambs Club in New York on April 11, with networking at 8.30am before the panel starts at 9.10am. This is a free to attend event for all Fund Intelligence members, non-members and trialists, and it would be great to see you at the breakfast, which also offers a fantastic opportunity to network with like-minded peers.

Places are limited so please click here to register to attend.