Live Event | June 22, 2023

Cerulli Research Summit – U.S. Market Update & Outlook

Join Cerulli Associates for an exciting day of sessions geared to help you enter and expand in the U.S. market.

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Location

Hyatt Paris Madeleine

24 Boulevard Malesherbes, 75008 Paris, France

June 22, 2023 | 1:00 PM

Join This Invitation-Only Event

Cerulli Associates is thrilled to invite you to our research summit focused on the U.S. market. This invitation-only event will focus on opportunities in the U.S. wealth management market, how to win mandates in the institutional channel, and a competitive analysis of the alternatives market in the U.S.

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Featured Speakers

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

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Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.

Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.

Full biography here.

Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director, Cerulli Associates

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Daniil Shapiro, CFA

Daniil Shapiro, CFA

Director, Cerulli Associates

Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

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.

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