Maximize Your Impact At Central Sub-Advisory & Manager Research Roundtable 2025
The Central Sub-Advisory & Manager Research Roundtable 2025, taking place on November 4 at the Park Hyatt in Chicago, brings together senior decision-makers from across the investment management ecosystem. This closed-door forum is known for its strategic conversations between asset managers, investment consultants, and gatekeepers who directly influence manager selection, platform changes, and fund allocations.
Attendees typically include heads of manager research, CIOs, and senior distribution leaders from leading financial institutions, mutual fund providers, and advisory platforms. Discussions focus on sub-advisory partnerships, manager due diligence, product innovation, and alignment with distribution needs. With so many budget influencers and strategic decision-makers in one place, the event creates high-value opportunities for both new partnerships and renewal of existing mandates.
Early engagement with the attendee list through Vendelux helps teams identify who is reviewing mandates, where firms are shifting capital, and which strategic accounts are represented. By connecting with targets before the event, sales and relationship teams can walk into meetings aligned on objectives, budget cycles, and partnership readiness.
How Sales, Marketing and Revops Teams Can Use This Attendee List
This event centers around institutional investment decision-making, so outreach needs to align with long-cycle planning, capital allocation, and manager evaluation. With the enriched conference attendee list from Vendelux, sales and marketing teams can pinpoint key stakeholders in manager selection and product placement from mutual fund distributors, wirehouses, and asset allocators.
Sales teams can segment contacts by firm type—such as turnkey asset management platforms, RIAs, or institutional consultants—and tailor outreach based on the individual’s role in the fund review process. Using attendee data to identify sub-advisory buyers and decision-makers enables more personalized outreach tied to manager roster changes and current gaps in coverage.
Teams can secure early meetings with asset owners and distribution heads who allocate sub-advisory mandates. With contact information that includes job titles, verified emails, and firm priorities, marketing teams can deliver highly relevant messaging that connects with evolving research priorities. Post-event, the enriched attendee list supports stronger follow-ups—like performance attribution reports, product decks, or answers to due diligence requests—responding directly to conversations that occurred in person.
Timing Is Everything
The Central Sub-Advisory & Manager Research Roundtable 2025 is scheduled for November 4, 2025, in Chicago. With senior investment decision-makers attending, most participants set meetings weeks in advance to maximize the event’s value. Reaching out early ensures your firm is on their radar during scheduling and lunch meeting planning.
Vendelux provides access to attendee information before most marketing calendars are locked and helps teams identify account matches and top-priority prospects. By activating campaigns around July and August, sales and partnership teams can align resources and messaging to secure meetings ahead of a very targeted day of decision-making discussions.
What’s Included In The Central Sub-Advisory & Manager Research Roundtable 2025 Attendee List?
Vendelux provides visibility into executives expected to attend the Central Sub-Advisory & Manager Research Roundtable 2025 through a combination of organizer-supplied data and predictive insights. Clients can also upload a list of strategic accounts to identify overlap within the event’s audience.
The enriched attendee list includes first and last names, job titles, company names, company websites, locations (city, state, and country), LinkedIn profiles, verified email addresses, and phone numbers when available.
Where Is Central Sub-Advisory & Manager Research Roundtable 2025?
The event will take place at the Park Hyatt Chicago in Chicago, Illinois, United States.
When Is Central Sub-Advisory & Manager Research Roundtable 2025?
Central Sub-Advisory & Manager Research Roundtable 2025 is scheduled for November 4, 2025.
What Type Of Event Is Central Sub-Advisory & Manager Research Roundtable 2025?
This is a one-day, closed-door event focused on the sub-advisory and asset manager research community. It features working sessions, executive panels, and curated networking opportunities for senior leaders shaping manager oversight and investment platform decisions.
How Many People Attend Central Sub-Advisory & Manager Research Roundtable 2025?
The event is expected to host approximately 150 to 200 attendees, primarily from the United States. The audience includes senior-level decision-makers such as CIOs, heads of research, product strategy leads, and senior institutional distribution executives.
