In our role for the IMEA trade association we were tasked with creating a special event among industry product leaders around the subject of portfolio construction. While the assignment wasn’t on our list this year we gladly took it on as it brought together a very special group of executives at the forefront of developing the next generation of product solutions.

Federated Investors offered to host and we put together an intimate group of 24 leaders for an entire afternoon of private discussion. We can’t tell what was said but we had a seat at the table. We usually do because our reputation as a trusted third-party is integral to our culture.

The event is over but planning is underway for a follow-up. Who knows, a new community may be in the process of being born.