Asset Management

13:30–15:15

Principles of Manager Due Diligence and Selection

Tom Brakke, CFA
Consultant
Author, The Research Puzzle

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC

Topical Track: Asset Management
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15:45–16:30

Rethinking Investment Management Fees, and the “Value for Money” Equation

Daniel Brocklebank, CFA
UK Director
Orbis Investments

Gerald Lee, CFA, Moderator
CEO
Lion Global Investors Ltd

Topical Track: Asset Management
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