Join us on Thursday, April 11 at the Lambs Club, New York for our second breakfast briefing event of 2019. The morning event will feature a panel-led discussion and informal networking opportunities with other industry professionals.
- 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 grow 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
Agenda:
08:30 Registration and networking breakfast
09:10 Introductory welcome – Fund Intelligence Managing Editor Paul McMillan
09:15 Panel discussion – A view from the top: The big decisions to get right when running a modern fund complex
10:00 Audience questions
10:15 Close
Welcome note:
Paul McMillan, Managing editor, Fund Intelligence
Moderator:
James Connington, Deputy editor, Fund Intelligence
Panelists:
Marie Chandoha, retired Chief Executive, Charles Schwab Investment Management
Carl Frischling, Partner (former Invesco Funds board member of 35 years), Perkins Coie
Lee Kowarski, Vice President, SS&C Research, Analytics, and Consulting
Andrew Smith, Chief Executive, (formally Co-Head of Americas and COO for Aberdeen Asset Management), Spouting Rock Asset Management
More panelists to be confirmed.