Fundsters are converging on Music City next week, and they won't be the only financial services folk there.
On Monday the
Gemini Companies will kick off their
Advisor Forum 2015. The mutual fund back-office and distribution specialist's event is part of the
summit held by its parent company, Omaha, Nebraska-based
NorthStar Financial Group, at the Gaylord Opryland Resort and Convention Center in Nashville, Tennessee. Two of Gemini's sister companies,
Orion Advisor Services and ETF strategist
CLS Investments [
profile], will also be part of the overall summit.
This will be the third NorthStar summit, and the first since private equity giant
TA Associates bought a stake in NorthStar earlier this year. NorthStar expects 425 attendees, including more than 200 investment advisors. More than 100 of those advisors offer their own mutual funds or hedge funds.
The three-day conference will feature a keynote speech from
Shark Tank star
Daymond John as well as the
"Song Sessions" event. Offsite activities will include: clay pigeon shooting, backstage tours of
Ryman Auditorium and the
Grand Ole Opry, and visiting the
home of Andrew Jackson. The agenda kicks off Monday afternoon and concludes with boxed lunches on Wednesday.
The summit's sponsors include:
Advisors Preferred,
Advisory World,
Alston & Bird,
ArrowShares [
profile],
bbd,
Broadridge,
Celera,
Cohen Fund Audit Services,
eMoney,
Envision Financial Systems,
GraydonHead,
inContact,
iShares [
profile],
JCPR,
Junxure,
KCG,
KTrade,
McGladrey,
Nationwide,
PCS,
PowerShares [
profile],
Quantum,
Spectra Professional Services,
Starkweather & Shepley,
StatPro,
SIG,
Tait|Weller,
TD Ameritrade Institutional,
Thompson Hine,
Union Bank, and
WallaceBeth.
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