Held each January, this roundtable is reserved for senior executives with responsibility for sales and marketing of major US asset management firms. Approximately 100 executives will gather in an informal setting for three half days and one afternoon of activities to share views and practices on strategically important topics. Such topics include new product development, operational issues, business development and financial industry trends. Ample time is allocated for informal discussion among participants in breakout groups and during social activities.

WilmerHale partner Dan Gallagher is a featured speaker at this event.