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The symposium leads participants through engaging discussions, providing a comprehensive overview of the investment and wealth management industry including products, investment advisory firms and service providers, key regulations and asset flows across all channels, as well as market assessments and cross-border affiliations in key geographical regions across the globe, including Australia, China, Europe and India.
Moreover, the symposium’s content and duration can be tailored to a specific company or department, a professional discipline such as sales or information technology, or the professional level of its participants – e.g., recent college graduates or associates.
"As a software development firm in financial services, we realize the importance of having our marketing, sales and lead technology people understand the nuances of the industry on which we focus," said Thomas E. Dackow, President of Interactive Technologies, a unit of Fiserv and a recent symposium client. "It was key that we reach out to a leading consulting firm in this space with the portfolio of expertise necessary to assist us in recognizing and anticipating the rapid changes in the ever-shifting network of relationships between service providers in the financial industry. These shifts represent the opportunities that our products and services need to address in order to adapt to the emerging realities. BusinessEdge is partnering with us to meet this need."
In developing the offering, BusinessEdge is drawing on its recognized excellence in workshop development with some of the firm’s most experienced personnel taking part as discussion leaders and subject matter experts.
“We’ve talked to industry sales professionals who have never called on a particular firm because they were unaware that the company offered investment and/or wealth management products and services,” said John Belive, a BusinessEdge Industry Partner who is one of the symposium’s discussion leaders.
The symposium examines the industry from an investor’s perspective covering all major channels, including Retail (direct and indirect); Institutional (including sophisticated individual investors); High Net Worth (mass market, mid market and ultra high net worth); Retirement Solutions / College Savings, and Trusts and Estates.
Within each channel, the symposium drills down into a comprehensive overview of the products and services and historic and projected asset flows, and gives a global perspective of the investment advisory firms and service providers that comprise the markets in each respective channel. The symposium will provide detailed aspects and regulations for all major products and services including Mutual Funds, Exchange Traded Funds, Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA), Hedge Funds, Managed Futures Programs, Alternative Investments, Fund of Funds and Manager of Funds, Wrap Fee Programs, Retirement Plans, IRAs, Trusts and Estates and Family Office.
Service Provider overviews will include an overview of the firms and respective service(s) provided across each channel including investment advisory, trade execution, electronic crossing networks, clearance and settlement, global custody, securities lending, accounting, mutual fund administration, middle office outsourcing, transfer agency and shareholder servicing, mutual fund distribution; prime brokerage and hedge fund administration, security reference data management, cash management, wealth management outsourcing, defined contribution plan record keeping and servicing, and 529 plan administration.
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