Gather with industry colleagues for an in-depth roundtable discussion on ESG Wednesday, Sept. 14 in Philadelphia.

Host:

Location:

1900 Market Street, Suite 200 
Philadelphia, PA 19103 

Time & Date:

8:30 AM – 3 PM ET, Wednesday, Sept. 14

 
Discussion Topics:

• Proposed SEC disclosure requirements
• The Impact of current geopolitical and economic conditions on ESG approaches
• Client/intermediary ESG reporting support

Speakers:

• Stephen Byrd | Managing Director & Head of Global Sustainability Research | Morgan Stanley
• Matt Apkarian | Associate Director, Product Development | Cerulli Associates
• Benjie Elston | Director, Head of Sustainability | White Marble Consulting
• Chris Fidler | Senior Director, Global Industry Standards | CFA Institute

COVID-19 Disclosure

At the event, abrdn will require all visitors to sign a form stating they do not have COVID-19 symptoms. Proof of vaccination is not required.

Gather with industry colleagues for an in-depth roundtable discussion on alternatives Thursday, Sept. 22 in Boston.

Host:

Location:

MFS Investment Management
111 Huntington Avenue
Boston, MA 02199

Time & Date:

6 PM ET, Wednesday, Sept. 21 | Networking Event

8 AM – 2 PM ET, Thursday, Sept. 22

Discussion Topics:

• Do you need to be there?
• Differentiated distribution strategy
• Robust client service
• Technology strategy
• Product platform

Speakers:

• Mike Evans | Partner & Director of Advisor and Benchmark Research | FUSE Research Network
• Shane Clifford | Senior Managing Director, Alternative Strategies | Franklin Templeton

COVID-19 Vaccination Requirement

MFS requires all visitors to submit proof of COVID-19 vaccination. After submitting your registration form, an IMEA representative will email you on how to submit your proof of vaccination. We thank you in advance for your cooperation.

Gather with industry colleagues for an in-depth roundtable discussion on portfolio construction Thursday, Sept. 29 in New York.

Host:

Location:

Federated Hermes
101 Park Avenue, Suite 4100
New York, NY 10178

Time & Date:

8 AM – 2 PM ET, Thursday, Sept. 29

 
Discussion Topics:

• Recent FUSE portfolio construction research highlights
• Relationship/integration structure with distribution
• Portfolio strategists and analysts – roles, activities, counts
• Interacting with sales and marketing organizations

Speakers:

• Mike Evans | Partner & Director of Advisor and Benchmark Research | FUSE Research Network