Mark your calendar for the 22nd annual Competitive Challenges Conference on October 16–17, 2025 at the Four Seasons Boston.
The overarching theme will be Harnessing Change to Propel Growth.
Asset management is at a crossroads. Increased competition across asset classes and market segments, higher client expectations, consolidation across the industry ecosystem, margin pressure and new technology are just some of the issues facing asset managers today.
Distribution-related functions, including marketing, product, sales, service, and consultant relations, are at the epicenter of these changes. While disruptive markets create challenges, they also create opportunities to gain competitive advantage.
Asset managers who skillfully adapt and evolve their business models, strategies and tactics will be poised to achieve sustainable growth and profitability. Implementing the optimal approaches at both a firm-wide and functional level will characterize the market leaders of the future.
Discussion Topics:
- Distribution Disrupted – Winning Strategies for a Changing Landscape
- The Evolving Role of Investment Consultants – Strategies for Success
- The Marketing Advantage – Delivering Business Value to Drive Growth
- Emerging Partnerships Between Niche Private Markets Players and Traditional Managers
Join us for an intimate welcome reception and dinner with keynote address on Thursday, October 16, followed by a full-day event with multiple distinguished speakers and panel sessions on Friday, October 17.
Details about registration, agenda and speaker lineup will be available in the coming weeks.
More about the Competitive Challenges Conference
Senior leaders from the asset management industry attend this conference to discover actionable strategies to measure, grow and improve their business. Keynote speakers and accomplished executives on the panel sessions will share their perspectives on potential solutions to challenges facing asset managers.
Through ample networking opportunities, attendees can collaborate and share their diverse views while discussing the business of investment management with peers.
Those attending this event are typically business leaders and decision-makers, including CEOs, CFOs, COOs, and the heads of functions like Distribution, Consultant Relations, Client Service, Marketing, Product, Strategy, Talent, etc,. from large multi-product managers to small boutique firms.
