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Event Details
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  •   Forum  

  • This event has been completed
    Investment Consultants Forum
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  • March 10, 2015
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  • New York Marriott Marquis
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  •   New York, United States
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  • Introduction  
  • Investment Consultants Forum provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.

    Topics will include:

    The Evolving Role of Investment Consultants
    What lies ahead in 2015: Market Outlook
    Hedge Fund Opportunities:
    New Investment Styles and Strategies for Maximizing Returns
    Asset Allocation and Diversification in a volatile market
    Manager Selection Process: The Role a Consultant and a Fiduciary plays
    The Role of Alternative Investments
    Marketing to Plan Sponsors 101 – from RFPs to Finals Presentations
    Consultant Q & A
    and many more
     
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  •   Useful Links  
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  • Reference link 1 
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  •  About Organiser
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  • Opal Financial Group 
  • E: info@opalgroup.net
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