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Rating:Bathon Gathers Fundsters For His Third FUSE Forum Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, October 06, 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." 

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