April, 2020

01APRAll DayPortfolio Construction & Models Pop-Up RoundtableTO BE RESCHEDULED

Event Details

This event is postponed and will be rescheduled at a later date. We will notify you of the new time and date as soon as possible. In the meantime we will be delivering as much important content from the event as we can virtually and will let you know as details are finalized.

This member-only issue-focused forum will bring together investment management executives involved in Portfolio Construction and Model Portfolios for the third consecutive year. Discussions will be centered around the trends, opportunities and challenges in this rapidly growing business area. Consultant and partner perspectives from Cerulli, LPL and Morningstar will be followed by candid, member-only conversations on topics identified as top of mind.


Nearby Hotels

Sheraton Boston Hotel
39 Dalton Street, Boston, MA 02199


Boston Marriott Copley Place
110 Huntington Avenue, Boston, MA 02116


Westin Copley Place
10 Huntington Avenue, Boston, MA 02116


Fairmont Copley Plaza
138 St. James Avenue, Boston, MA 02116


The Lenox Hotel
61 Exeter Street at Boylston, Boston, MA 02116

Contact Us

816.454.9422 | Email Laura Klover