TrackInsight Investor Summit
October 31, 2016 | London, UK
A one-day event dedicated to professional investors. Leading CEOs and CIOs discussed passive investment and risk management issues and attendees will gain a deeper understanding of the key practical steps required to ensure optimal investing in passive vehicles listed on European exchanges.
CityWire Smart Beta Retreat 2016
November 24-25, 2016 | Hampshire, UK
The Smart Beta event hosts the UK’s top individuals in wealth management and financial advice who seek to exploit market beta. The event is designed for those investors who are looking to navigate the vast range of investment strategies in the Smart Beta world to get the best outcomes for their clients. Delegate profiles range from discretionary heads of research and portfolio construction to leading financial advisers.
Women Invest Too
November 29, 2016 | London, UK
This half-day event is a must for any women working in the financial services industry.You will gain market insights in a supportive environment, create new contacts or meet up with old ones, share your knowledge with a room of engaged peers and hear from experienced and new speakers.
End of Year ETF Celebration
December 01, 2016 | Sydney, AU
WE Asia Pacific wants to thank all of our members for a fantastic year, as we invite you to our 2016 end of year networking event.We are pleased to welcome Anne Hamieh, Regional Sales Manager at Vanguard Investments Australia, who will provide an update on ETFs as the year comes to a close. A networking reception will precede and follow the discussion.
Investing in Low Interest Environment, Investor Solutions with Index Products
December 02, 2016 | Stockholm, Sweden
Join Bloomberg for an exclusive event where industry experts will discuss how to invest through Indexation products like ETFs in the current low Interest rate markets. Topics will include debates between issuers, investors on how to invest efficiently in current market trends; Trends in Equity; The need towards better FI products in current market; Using macro to optimise allocation; Liquidity and fees finding the right balance; Active versus Passive Investment.
ETF Distribution Forum
December 5-6 2016 | Boston, US
The conference will cover areas like the key to gate keepers: getting your fund on platforms, the promise of strategic/smart beta, when active is truly active, navigating the regulatory landscape, the challenges of managing the etf selling effort.
3rd Annual Liquid Alternative Strategies Summit
April 4, 2017 | New York City
Financial advisors and institutional investors only – CFP & CIMA CE credits
The program centers around two key components: picking the right strategies as well as picking the right managers. Investment professionals will be part of a highly engaging and substantive day of due diligence allowing them the opportunity to hear from leading Liquid Alts portfolio managers and ask them questions ranging from risk/reward characteristics of their funds and how their funds best fit into a multi-asset class portfolio as well as addressing the three key issues most on investment professionals minds: fee compression, taxes and capturing alpha/beating the benchmark.
2nd Annual Smart Beta Strategies
October 2017 | Boston, US – in partnership with Financial Advisor magazine
The premier “buyer’s only” all-in-one, 1-day due diligence solution for factor-based strategies for financial advisors and institutional investors. As a flurry of smart beta products hit the market and continue to garner attention financial advisors and institutional investors are fielding more and more questions about these strategies.