MutualFundWire.com: The 2015 FUSE Forum In Pictures
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MutualFundWire.com
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Friday, October 9, 2015
The 2015 FUSE Forum In Pictures
Yesterday Neil Bathon and his crew gathered more than 160 fundsters for a networking and thought leadership event in Beantown. Bathon's FUSE Research Network held its second annual FUSE Forum at the Harvard Club of Boston. Top-level fundsters spoke and listened, and while speakers' comments were off-the-record, MFWire got the go-ahead to give you a look at what went down.
Bathon himself humbly suggested to attendees that the event "might be the most excellent conference ever, actually."
| | | Bathon himself, founder and managing partner of FUSE, welcomes fundsters and offers his market forecast. | |
| | | Bob Kennedy, director of relationship management at FUSE, moderates a panel. | |
| | | Kennedy's panel, "Marketing Dynamics in an Evolving Marketplace,", features, from the right: Maureen Bromwell, CMO at Northern Trust Asset Management; Christy White, managing director of Cogent Reports at Market Strategies International; and Jennifer Connelly, CEO of JCPR.
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| | | Jim Tracy, vice chairman and managing director of Morgan Stanley Wealth Management, gives a keynote speech that hearkens back to Yogi Berra: "The Future Ain't What It Used To Be ... Who Wins?" | |
| | | Craig Kilgallen, director of relationship development at FUSE, moderates a panel. | |
| | Kilgallen's panel
Kilgallen's panel, on "the Executive Perspective from Wealth Management Platforms," includes, from the right: Traci Simpson, executive director and head of mutual funds at UBS; Doug Hanson, VP of asset management client solutions at Charles Schwab; and Carolyn Clancy, EVP of FundsNetwork at Fidelity. | |
| | | Patrick Newcomb, director of benchmark research at FUSE, moderates. | |
| | | Newcomb's panel, a "Quick Fire Session" on strategic beta, includes: (on the right) Mike Savage, portfolio strategist at Charles Schwab Investment Management; and Ethan Powell, chief product strategist for Highland Capital Management | |
| | | Matthew Schiffman, managing director and head of global marketing at Legg Mason, delivers the luncheon keynote speech: "Delivering Brand via the Client Experience." | |
| | | Bathon (right) interviews Schiffman. | |
| | | Rick Ledbury, director of critical initiatives at FUSE, moderates. | |
| | | Ledbury's panel, a "Quick Fire Session" on alternatives, features: (on the right) Jeff Majit, co-head of NB Alternative Investment Management at Neuberger Berman; and Christine Johnson, head of alternative product management at AB | |
| | | Mike Evans, partner and president of FUSE, moderates. | |
| | | Evans' panel, on "the Executive Perspective on Distribution Optimizations," features (from right): Drew Elder, head of US intermediary distribution at Janus; Bill Connolly, co-head of global distribution at Putnam; and Matthew Appelstein, head of US distribution at RBC Global Asset Management | |
Printed from: MFWire.com/story.asp?s=52749
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