Small Fund Conferences
Upcoming Conferences
There are several major conferences throughout the year that can be beneficial to your firm. Most of these conferences feature direct exposure to advisors, investors, rating or investment advisory firms. Attending conferences is a great opportunity for, making connections, educating your firm, and growing your fund. We will keep the conference schedule updated as they become available.
Let us know if you have a conference you think should be on the list.
Morningstar Ibbotson | February 23-24, 2012
Gain new perspectives from academic and industry leaders. The Morningstar Ibbotson Conference will deliver insight and expert analysis from some of the country's leading investment professionals and academics. View all details
Distribution Technology Summit | March 1, 2012
Mobilizing Distribution will bring together fund company executives and distribution and eCommerce leaders to learn how to successfully build and manage a mobile distribution system.View all details
NAPFA Experience | May 14-19, 2012
NAPFA hosts several conferences annually geared toward continuing education or specific subjects. The NAPFA National Conference will be May 14-19, 2012 in Chicago. View all details
Pershing INSITE | June 06-08, 2012
This conference is a must attend for growth-minded investors and RIAs. Next year's conference will be June 6-8, 2012. At this year's conference, keynote speakers included George W. Bush, The RT. Hon. Gordon Brown, Richard Hoey of BNY Mellon and Bill Belichick of the New England Patriots. View all details
Morningstar | June 20-22, 2012
Share insights with leaders from the investment industry and discuss investing principles to sustain up and down markets. This year's conference featured Bill Gross of PIMCO Larry Fink of BlackRock and others. It is typically held in June--date not announced yet. View all details
Gain new perspectives from academic and industry leaders. The Morningstar Ibbotson Conference will deliver insight and expert analysis from some of the country's leading investment professionals and academics. View all details
Distribution Technology Summit | March 1, 2012
Mobilizing Distribution will bring together fund company executives and distribution and eCommerce leaders to learn how to successfully build and manage a mobile distribution system.View all details
NAPFA Experience | May 14-19, 2012
NAPFA hosts several conferences annually geared toward continuing education or specific subjects. The NAPFA National Conference will be May 14-19, 2012 in Chicago. View all details
Pershing INSITE | June 06-08, 2012
This conference is a must attend for growth-minded investors and RIAs. Next year's conference will be June 6-8, 2012. At this year's conference, keynote speakers included George W. Bush, The RT. Hon. Gordon Brown, Richard Hoey of BNY Mellon and Bill Belichick of the New England Patriots. View all details
Morningstar | June 20-22, 2012
Share insights with leaders from the investment industry and discuss investing principles to sustain up and down markets. This year's conference featured Bill Gross of PIMCO Larry Fink of BlackRock and others. It is typically held in June--date not announced yet. View all details
