Manager Meetings
Managers interested in setting up meetings with our firm should contact:
Jay Tubianosa, Director of Research
(203) 355-0990
research@shieldsassoc.com
On-site manager visits are an important part of the Shields research process. We request that all investment managers interested in meeting with Shields Associates complete the product and firm questionnaires for eVestment Alliance ("eA"). Completing the eA database information is a pre-meeting requirement for the majority of our traditional product interviews. For alternative asset managers, we will provide a questionnaire to be completed prior to the meeting.
Shields Associates asks that all managers send PDF versions of their presentation prior to meeting with our team.
