More than 200 fundsters are gathering in Boston today for an industry consultant's client conference.
| Neil Bathon FUSE Research Network Founder and Managing Director | |
This morning
Neil Bathon and his team at
FUSE Research Network are
returning to the Harvard Club of Boston to host their third annual
FUSE Forum. Bathon himself, founder and managing partner of FUSE, will kick things off with his opening remarks.
Edward Jones principal
Steve Seifert and
Empower Retirement president
Ed Murphy will both give keynotes. (
Morgan Stanley Wealth Management practice management and consulting group director
Jim Tracy had been scheduled to give the lunch keynote but couldn't make it to the event.)
The forum's panel discussions will feature a number of other fundsters, including:
Todd Buck, president of
Wheelhouse Analytics;
Scott Burns, global head of asset management solutions at
Morningstar;
Jennifer Connelly, CEO of
JConnelly;
Michael Evans, president and partner at FUSE;
Tom Florence, CEO and president of
361 Capital [
profile];
Keith Hartsein;
Karen Heath-Wade, vice president of sales and head of distribution at
Nationwide [
profile];
Bob Kennedy, director of relationship development at FUSE;
Kevin Keefe, president and CEO of
First Allied Securities;
Craig Kilgallen, director of relationship development at FUSE;
Joe McCabe, vice chairman of
Korn Ferry;
Roland Meerdter, managing partner of
Propinquity;
Kim Mustin;
Anthony Nygren, executive vice president of
EMI Strategic Marketing;
Melissa Perel, chief investment officer of due diligence at
Merrill Lynch;
Kirsten Pickens, partner and head of distribution at
Chiron Investment Management;
Carter Sims;
Peter Starr, president and CEO of
Chatham Partners;
Laurie Warden, managing director of strategy at
MMB; and
Cindy Zarker, director of relationship development at FUSE.
The Fuse folks also gathered fundsters in Beantown last night at the Bond Restaurant and Lounge for an opening cocktail reception, officially known as the "FUSE Strategic Networking Symposium." 
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