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Sub-Advisory Roundtable

July 19, 2016 @ 7:45 am - July 20, 2016 @ 7:00 pm

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Realizing the Potential the Sub-Advisory Market Offers

“One day you’re in, the next day you’re out.” Okay, that adage refers to the fashion industry, but the same is true of the investment world. Investors’ needs are changing and managers must develop new solutions to meet them. Further, with increasing frequency strategies which have “always” worked or opportunities which “always” existed no longer do — largely because the investment landscape and the opportunity set is changing so dramatically and so quickly. Some managers will continue to survive offering relatively the same solutions they always have, but many others are feeling the pressure — bubbling up from their clients — to adapt to today’s very different circumstances.

Accordingly, this year’s Sub-Advisory Roundtable, our 11th annual, will explore a range of themes delving into how managers are changing the ways they do business so as to meet the evolving needs of their clients. Changing the way they do business so that they can stay relevant and succeed in this vastly different world of today.