The Investment Think Tank format allows participants to select their managers of choice, and with both large and smaller investment managers participating, the format allows quick transition between manager slots. Participating investment managers focus on their unique style and differentiation from competitors in their allocated slots and add value to a discretionary fund management business like ours, where we can use the forum to identify potential new talent.
Investment Think Tank provides us with a platform that makes reaching 1 000+ financial advisers possible. As a boutique investment manager, we found this especially valuable as it allowed us to tell Truffle's story to a wider network than would've been possible on our own.
The sessions are concise and small enough to encourage interactive discussions between the attendees and managers. The event professionally represents your business at all times and after our previous experience, we now look forward to participating at all 3 venues nationwide
For me, Investment Think Tank is an annual highlight! It delivers a compact event where you'll find all the relevant information to incorporate fund manager brilliance in your client's portfolios. An absolute must for every financial advisor.
You know what I like about 'Investment Think Tank' ... is that you actually Investment Think Tank! What better way to round out your perspective of economics, volatility, asset classes, portfolio construction ... than by listening to and engaging with a number of top class managers in a series of intensive personal interactions. It allows you to really test your own understanding in the construct of your portfolios for your clients. Even if you are not currently using all those managers, it is incredibly valuable and insightful to listen to the views of other top class industry professionals. It can only make you a better investment professional.