Financial Research Associates (FRA) is a preferred resource for executives and managers seeking cutting-edge information on the next wave of business opportunities in finance, pharmaceuticals, legal education, healthcare, and energy investing. FRA provides access to timely and focused business information and networking opportunities through top-level, executive summits, conferences and seminars. Specialties: Alternative Investment, Energy Finance, Healthcare, Investment Management, Managed Accounts, Marketing, Pension Funds/Taft Hartley, Private Equity, Responsible Investing, Conferences, Hedge Funds.

Company details

8430 Rea Road, Suite B , Charlotte , North Carolina 28277 USA

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Business Type:
Event organizer
Industry Type:
Market Focus:
Globally (various continents)
Year Founded:

Since 2001, Financial Research Associates has provided the retail and institutional financial markets with crucial educational and networking opportunities covering issues and topics that are often news to even the news media! With the FRA partners’ 65+ years of combined conference experience, our seamless operational processes and the extensive, original research that goes into each topic, FRA has established itself as the leading provider of substantive, topical information for C-suite financial executives.

Our Annual Events Include:

  • Opportunities in the DCIO Market
  • Hedge Fund Tax 101
  • The K-1 Boot Camp
  • The Due Diligence Master Class Series
  • The OCIO Summit (Outsourced Chief Investment Officer)
  • Private Investment Funds Tax Master Class
  • Sustainable Family Office Operations and Management
  • The Private Investment Fund Accounting, Operations & Compliance Forum
  • The Managed Account & UMA Summit
  • The Sub-Advised Fund Forum
  • Effective Hedge Fund Tax Practices

New and Emerging Topic Areas Include:

  • Women and Wealth
  • Establishing a ’40 Act Alternative Fund
  • Due Diligence for Professional Buyers
  • AltLend: Innovative Finance for Small Business
  • The Mutual Fund Distribution Forum
  • Private Investment Funds Compliance Master Class
  • Direct Investing and Co-Investing