INSIGHT & INTELLIGENCE:  Industry Forums

Barrington Partners hosts several invitation-only industry forums, where senior managers can meet with a small group of their peers to discuss the issues and challenges they face.

Forums offer opportunities to share industry practices and challenges ...

Our forums each address a specific segment of the investment management industry, and include:

  • Fund Accounting Forum
  • Intermediary Forum
  • Middle Office Forum

Each forum meets quarterly, three times by phone and once in person.  Firms are not limited on attendance at phone meetings but the in-person meetings are limited to 2 persons per firm.  

… and can furnish insight into how others are addressing common obstacles.

  • Topics come from the participants.
  • Participants frequently request surveys on developing topics and results are shared with the whole group.
  • Phone calls allow firms to include larger groups that may have specialized knowledge.
  • In-person meetings allow participants to sit across from each other and share thoughts, opinions and strategies about how best to execute their jobs and responsibilities.
 

To learn more about Barrington’s invitation-only industry forums, please contact:

FUND ACCOUNTING FORUM
Judy Benson, 617.482.3303
jbenson@barringtonp.com

INTERMEDIARY FORUM
Judy Benson, 617.482.3303
jbenson@barringtonp.com

MIDDLE OFFICE FORUM
Andrew Hunter, 617.482.3305
ahunter@barringtonp.com

MIDDLE OFFICE FORUM
Tobey Kelly, 781.799.2830
tkelly@barringtonp.com