Strategy Forum | Roundtables

The 2006 Cerulli Strategy Forum will be held on November 2 and 3 in Boston.
 
The conference is designed to provide senior executives and managers with timely insight into critical industry trends.
 
This unique event opens with an evening keynote speech by Kurt Cerulli, followed by dinner and discussion. The following day, our in-house experts lead a two-track series of targeted presentations that include case studies, industry data, and trend analysis. After lunch, this event closes with a Panel Discussion designed to give participants a forum for questions and discussion that is aligned with their core areas of interest.
 
The Cerulli Strategy Forum allows for a high level of interaction between participants and presenters. All participants receive a complete set of conference proceedings, both in electronic and hard copy format.
 
More details for the Cerulli Strategy Forum 2006 coming soon.

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Cerulli Roundtables are limited to 20 attendees per venue and are highly interactive presentations hosted by Cerulli analysts. These events are typically held during the evening and begin with a two hour presentation and are followed by dinner. 
 
2006 Upcoming Roundtables
  
Cerulli Roundtable: State of Retail Registered Investment Advisors
February 27, 2006 in Boston
March 2, 2006 in Chicago
Please here for more information.

To register online, please click here or contact Lindsey Warfel at 617-437-1098 x106 or lwarfel@cerulli.com.
 
Upcoming Roundtable Topics
More information to be posted.
 
Cerulli Roundtable: Asset Management
April 2006, Boston and San Francisco
 
Cerulli Roundtable: State of Managed Accounts
May 2006, Boston and Chicago
 
Cerulli Roundtable: Annuities and Insurance
July 2006, Boston and Chicago
 
Cerulli Roundtable: Retirement
July 2006, New York and San Francisco
 
Cerulli Roundtable: Advisor Dynamics and Portfolio Construction
September 2006, New York and Chicago
 
Cerulli Roundtable: State of Distribution Organizations
October 2006, locations TBA
 
Cerulli Roundtables 101
These new Cerulli Roundtables provide attendees with education and introductory knowledge of topics covered.

Product Strategy 101
March 2006, Boston

Managed Accounts 101
September 2006, Boston

For more information on upcoming Roundtables, please contact Lindsey Warfel at lwarfel@cerulli.com.

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