October 9-11, 2017
Dana Point, California


Todd Buchholz

Former White House Director of Economic Policy

Tamara Salmon

Senior Associate Counsel
Investment Company Institute

T. Neil Bathon

Managing Partner
FUSE Research Network LLC

Kamal Bhatia

Head of Investment Products and Solutions
OFI Global and OppenheimerFunds

Bruce Frumerman

Founder & CEO
Frumerman & Nemeth Inc.

Meredith Jones

Founder, MJ Alternative Investment Research

Brian Nelson

Managing Director
Harborside Group

Patricia Miller Zollar

Managing Director
Neuberger Berman

Gary Weber

President & CEO
AccuPoint Solutions

Tony Fischer

UMB Fund Services

Shawn Paulk

Head of Distribution
Knowledge Leaders Capital, LLC

Jay Baker

Director of Capital Markets
Exchange Traded Concepts

Maureen Quill

Chief Operating Officer
UMB Fund Services

James B. Feidler

Senior Managing Director
Cliffwater LLC

What past attendees have said