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Webinar Recording

U.S. Asset Management: Strategic Expansion in an Evolving Market

April 21, 2020

Non-U.S.-domiciled firms evaluating entry or expansion in the U.S. asset management market face a rapidly evolving industry.

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bio →

Bing Waldert

Bing Waldert

Managing Director, U.S. Research

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Summary

Non-U.S.-domiciled firms evaluating entry or expansion in the U.S. asset management market face a rapidly evolving industry. Factors such as fee compression, consolidation, and shifting investment preferences across institutional and retail investors are challenging traditional business models─forcing evolution and innovation. Where are opportunities for expansion and how can foreign managers gain leverage?

Join Cerulli’s managing director of research, Bing Waldert, for his views on this critical topic and gain strategic insights to inform your expansion approach in the United States.


This presentation addresses:

  • Key U.S. market trends
  • Evolving asset manager positioning
  • Entry points for global asset managers

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