We are pleased to announce our second Executive Distribution Seminar in NYC! Please circulate within your firm and to your industry contacts. We hope it will be another well attended event!
The Changing Role of Gatekeepers and Use of Tools in Fund Distribution: The institutionalization of gate keeping is leading to reorganization of distribution strategies. Which roles in the fund distribution chain are most influential in directing shareholder dollars? What tools are they using to further refine fund selection? Hear best practices from industry representatives of investment consulting, distribution, fund gatekeeping, and financial advice as they discuss manager selection, platform construction, and how to utilize third-party tools to ensure your funds make the cut.
In any business, particularly a maturing business, distribution and sales are key drivers of success. Competition for shelf space and the plethora of “look alike” products have increased the need for highly sophisticated sales and marketing methodologies. How do you make the most of your distribution dollars ensuring that your sales organization is focused on the right target at the right time with the perfect product? A panel of distribution support organizations will discuss how combinations of their skills and services help to keep companies proactively at the forefront of the mind of the client.
Click http://www.nicsa.org/web/conferences/2007-2008/2007-12-05_NewYork.asp'>here for more information.
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