Asset Management 2020: Taking Stock

Thursday, July 27, 2017, 2:00 PM - 3:15 PM ET

Learn about the fundamental shifts taking place in the landscape of the global asset management industry. The panelists will review six “game changers” redefining the industry and how your firm can take advantage of new opportunities presented by these changes in the midst of major economic pressures and continuing regulatory changes. View the PwC June 2017 Report.

Topics Covered

2020 Landscape Outlook: Fundamental Shifts in Global Asset Management Business

  • Changes in Investor Base
  • Rising Importance of South America, Asia, Africa and Middle East Target Markets
  • Key Pressures on Asset and Wealth Managers
  • Drive to Improve Transparency

Game Changers Set to Redefine the Industry

  • Asset Management Moves Center Stage
  • Distribution Is Redrawn
  • Fee Models Are Transformed
  • Passives are Core and Alternatives Become More Mainstream
  • Emergence of New Breed of Global Managers
  • Asset Management Enters the Twenty First Century

You may submit questions for the speakers ahead of time by emailing iaaevents@investmentadviser.org.

Presenters

John Siciliano is the Managing Director, Global Strategy Leader, Asset Management of PwC. John leads the firm’s global strategy practice in the asset management industry. His expertise is in defining strategic, business and operational challenges; outlining and assessing potential solutions; and leading management teams to agreement on and implementation of business strategies. John has over 30 years experience in the financial services industry as a senior executive at several prominent global financial institutions. Prior to joining PwC, John was CEO of the six independent money management firms, with $100 billion in AUM, owned by New York Life. In addition, he led the company’s entry into the Fund of Hedge Funds business with the acquisition of Private Advisors in Richmond, Virginia. John has a B.A. from Pomona College and an M.B.A. from the Stanford University Graduate School of Business. Download to see image
Paul Ehrhardt is Founder and Managing Member of Investment Business Advisors LLC, “IBA”, a strategic advisory and management consulting firm serving global long-only and alternative investment managers. IBA specializes in advising GP asset manager firm C-Suite executives regarding firm and fund assessments, strategic initiatives, overall firm effectiveness, efficiency and transparency, meeting the expectations of institutional investors, regulators and global asset manager Best Practice standards and implementing “Lessons Learned” from the 2008-09 global financial crisis. Paul has over 30 years of experience in executive leadership and strategic advisory roles including Managing Director/ Chief Operating Officer with global institutional asset management firms. Paul received his B.A from St. Bonaventure University, was a graduate Mid-Career Fellow at the Woodrow Wilson School of Public and International Affairs, Princeton University and completed the Advanced Management Programme Templeton College, Oxford University. Download to see image

Webinar Audio Platform

Audio for this webinar will be broadcast through the internet via your computer speakers. Please visit the IAA's Webinar FAQ page or email iaaevents@investmentadviser.org if you have questions.

Registration

Click the "Register" button on this page.

Registration for the live webinar closes on Wednesday, July 26, at noon ET.

IAA Members and IAA Associate Members: The live webinar and a link to the recording are complimentary. (Registrations made on or before July 26 noon ET are automatically registered for both the live webinar and the recording.)

Non-Member Registration Fees: The live webinar is $250 (per computer logon). The recorded webinar is $250. The cost for both is $475.

Cancellation:
Cancellations and substitutions must be received in writing no later than noon on Wednesday, July 26, 2017. Email your requests to megan.olson@investmentadviser.org.

Questions?

For questions regarding this call, contact the IAA at (202) 293-4222 or email iaaevents@investmentadviser.org.