Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Bathon Gathers Fundsters For His Third FUSE Forum Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, October 6, 2016

Bathon Gathers Fundsters For His Third FUSE Forum

Reported by Neil Anderson, Managing Editor

More than 200 fundsters are gathering in Boston today for an industry consultant's client conference.

Neil Bathon
FUSE Research Network
Founder and Managing Director
This morning Neil Bathon and his team at FUSE Research Network are returning to the Harvard Club of Boston to host their third annual FUSE Forum. Bathon himself, founder and managing partner of FUSE, will kick things off with his opening remarks. Edward Jones principal Steve Seifert and Empower Retirement president Ed Murphy will both give keynotes. (Morgan Stanley Wealth Management practice management and consulting group director Jim Tracy had been scheduled to give the lunch keynote but couldn't make it to the event.)

The forum's panel discussions will feature a number of other fundsters, including: Todd Buck, president of Wheelhouse Analytics; Scott Burns, global head of asset management solutions at Morningstar; Jennifer Connelly, CEO of JConnelly; Michael Evans, president and partner at FUSE; Tom Florence, CEO and president of 361 Capital [profile]; Keith Hartsein; Karen Heath-Wade, vice president of sales and head of distribution at Nationwide [profile]; Bob Kennedy, director of relationship development at FUSE; Kevin Keefe, president and CEO of First Allied Securities; Craig Kilgallen, director of relationship development at FUSE; Joe McCabe, vice chairman of Korn Ferry; Roland Meerdter, managing partner of Propinquity; Kim Mustin; Anthony Nygren, executive vice president of EMI Strategic Marketing; Melissa Perel, chief investment officer of due diligence at Merrill Lynch; Kirsten Pickens, partner and head of distribution at Chiron Investment Management; Carter Sims; Peter Starr, president and CEO of Chatham Partners; Laurie Warden, managing director of strategy at MMB; and Cindy Zarker, director of relationship development at FUSE.

The Fuse folks also gathered fundsters in Beantown last night at the Bond Restaurant and Lounge for an opening cocktail reception, officially known as the "FUSE Strategic Networking Symposium." 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE Boston - Women's Initiative Joint Spring Networking Reception, May 15
  2. MFDF In Focus: Making Sense of ESG - A Morningstar Guide, May 16
  3. SEC IM 2024 Conference on Emerging Trends in Asset Management, May 16
  4. ALFI Roadshow to the USA, May 16
  5. 2024 ICI Leadership Summit, May 21-23
  6. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  7. Schwab Institutional Investor Day, May 22
  8. MFDF Conference of Fund Leaders Forum, June 5
  9. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  12. 2024 Nicsa Fearless Leadership Symposium, June 12
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use