Post by Phil Huber, CFA, CFP®

Managing Director & Head of Portfolio Solutions at Cliffwater | Author of The Allocator's Edge

Excited to head down to South Florida next week for the Focus Financial Partners Forward conference! I'll be joining Stephen Carlson, CFA (SCS Financial), Barbara Borozan (Brookfield - Private Wealth), Ryan Keating, CAIA (PIMCO), and Judah Schulman, CAIA (CAIS) for a session titled "Investment Partners as a Growth Engine: Winning New Clients with Asset Managers" Looking forward to a spirited discission on how leading asset managers help RIAs win new business through differentiated investment solutions, advisor enablement, and client-facing resources.

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