The Source50 Manager Selection Series is the most time efficient and cost effective avenue for independent advisors, family offices, and trust companies to accelerate returns for their clientele.

The Manager Selection Series is an industry leading mechanism for supercharging your internal manager research and due diligence outreach without costly overlays.

The Manager Selection Series continually seeks to expose timely, cutting edge strategies from boutique asset managers and hedge funds while championing sector rich lineups from the stalwarts of the mutual fund industry. The Source50 Manager Selection Series, quite simply, evens the playing field for those in search of yield.

Program Highlights

  • 20 abbreviated and uninterrupted due diligence screenings with portfolio managers and national sales executives
  • Exquisite networking meals and receptions prepared by acclaimed chefs and artisans
  • Luxurious Four Star accommodations at nationally recognized resorts
  • Condensed yet relaxed agenda to limit the time away from your clients needs
  • Limited overall attendance to promote focused and intimate discourse

Manager research is a labor intensive and time taxing process

Now, more than ever, your investment management team must perform well above par. Everyone talks! Source50 uncovers the diamonds in the rough for you. Be diligent.

Opportunities are everywhere but leaders have to be willing to engage and uncover. Explore them at the upcoming Source50 Manager Selection Summit. We hope to see you there!