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Managed Money Roundtable 
March 20, 2025

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The purpose of the Roundtable is to share best practices and network with your peers about the challenges and opportunities we face with our Managed Money and Fee-Based product shelf management, due diligence, and sales initiatives.

Agenda & Logistics

March 19th

 

Check-In — All Day

 

Meet & Greet — 4:00pm

 

Dinner — 5:30pm

March 20th

 

Breakfast — 7:00-8:00am

 

Business Session — 8:00am-4:00pm

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Networking Event — 4:30-6:00pm

 

Dinner — 6:00pm

March 21st

 

Departure — fly home at your leisure

Please contact Rhonda Kulhanek with all travel related requests and questions.

2024 Attendees & Agenda

2024 Roundtable Highlights

Potential Agenda Topics

Direct Indexing

Home Office Models

Crypto ETFs

Third-Party Models

Managing Cash Positions

Rep as PM

Re-Committing to Fee-Based Business

UMAs

Our Sponsors

Beacon Capital

Fidelity

First Trust

Mass Mutual Ascend

Midwood

SSI Investment Management

Tandem Investment Advisors

 

Additional sponsors to be updated as 

we get closer to the event

Upcoming Roundtables

March 19 — Compliance, Ops, & Tech

March 20 — Managed Money

April 10 Annuities

April 30 Insurance

May 1 Empowering Women (new)

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Sep 11 Sales Management

Sep 25 Annuities

Oct 9 Structured Products

Nov 13 Insurance

Dec 4 Leaders & Champions

Contact Us

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President​

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Chief Operating Officer

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