NASP proudly hosted its 7th Annual Consultant & Manager Retreat on October 14–15 at Wells Fargo in Charlotte, NC — marking seven years of expanding access and opportunity for emerging asset managers to engage directly with leading institutional investment consultants.

Event Highlights:

• 18 consultants representing 14 of the industry’s leading institutional investment consulting firms
• 45 asset managers from 36 emerging firms
• 105+ small group meetings facilitating meaningful new connections
• 2 dynamic panels exploring both the implications of AI in asset management and opportunities within discretionary relationships through OCIO and private wealth channels

By the Numbers:

• Average attendee rating: 4.7 / 5 stars
• 100% of surveyed attendees would recommend the retreat to peers
• 100% plan to follow up on connections made during the event

Continuing Impact:

70% of asset managers and 38% of consultants were returning participants — underscoring NASP’s continued success in creating enduring, high-value industry relationships.

Thank you to all attendees, members, our sponsor, Moody’s, and our host, Wells Fargo. We look forward to seeing you again soon!

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