Fundsters are converging on Music City next week, and they won't be the only financial services folk there.
On Monday the Gemini Companies
will kick off their Advisor Forum 2015
. The mutual fund back-office and distribution specialist's event is part of the summit
held by its parent company, Omaha, Nebraska-based NorthStar Financial Group
, at the Gaylord Opryland Resort and Convention Center in Nashville, Tennessee. Two of Gemini's sister companies, Orion Advisor Services
and ETF strategist CLS Investments
], will also be part of the overall summit.
This will be the third NorthStar summit, and the first since private equity giant TA Associates bought
a stake in NorthStar earlier this year. NorthStar expects 425 attendees, including more than 200 investment advisors. More than 100 of those advisors offer their own mutual funds or hedge funds.
The three-day conference will feature a keynote speech from Shark Tank
star Daymond John
as well as the "Song Sessions"
event. Offsite activities will include: clay pigeon shooting, backstage tours of Ryman Auditorium
and the Grand Ole Opry
, and visiting the home
of Andrew Jackson. The agenda kicks off Monday afternoon and concludes with boxed lunches on Wednesday.
The summit's sponsors include: Advisors Preferred
, Advisory World
, Alston & Bird
, Cohen Fund Audit Services
, Envision Financial Systems
, Spectra Professional Services
, Starkweather & Shepley
, TD Ameritrade Institutional
, Thompson Hine
, Union Bank
, and WallaceBeth
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