2011 Mutual Fund Entrepreneurs Roundtable

Do you run an entrepreneurial mutual fund firm? Do you want to share experiences and learn from others on a wide range of issues centering around distribution and growth?

• Date: April 3-4, 2011 (Sunday noon to Monday 1:30 PM)
• Location: Monaco Hotel, Alexandria, VA
• Fee: $325 per person (clients) $450 per person (non-clients) 

Fee covers the cost of presenters, banquet facilty, food and beverages. Participants are responsible for their own travel and lodging expenses.

RSVP Deadline: March 18, 2011. Email me for more information.

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Welcome to SunStar Strategic’s third Mutual Fund Entrepreneurs Roundtable for firms owned and managed by entrepreneurs.

The 2009 workshop was attended by 11 executives from eight client companies, and the 2010 workshop was attended by 20 executives from 13 client companies. The participants enjoyed the format and all felt that they had benefitted from attending. Based on their feedback, we will be hosting our third roundtable in April of this year.

The first two roundtables were held in Houston, TX. This year we are holding the roundtable in SunStar’s hometown, Alexandria, VA, right outside of Washington, DC, and next year we hope to hold the event on the West coast. Our meetings will be held at the Monaco Hotel, a boutique hotel in the heart of Old Town Alexandria, surrounded by small shops, cafes, restaurants, etc., and only a few short blocks from the beautiful and busy Old Town waterfront. Alexandria is just five miles from DC, where the Cherry Blossom Festival will be in full swing.

This is an opportunity for you to share ideas and learn from others how to take your firm to the next level.

The 2011 Entrepreneurs Roundtable will begin at noon on Sunday with a half-day of discussions, followed by dinner on Sunday evening. On Monday morning we will have another half-day of discussions ending after lunch at 1:30PM.

Following are just some of the topics that have been suggested for the 2011 agenda. We would also be happy to consider topics that you would like to see discussed at this year’s event.

• The competitive landscape
• Influencing the influencers

• “Stalking” regional broker dealers and financial advisors

• New products

• Nuts and bolts of running a fund company

• Influencing the raters such as Morningstar, Lipper, etc.

In order to hold rooms and meeting space at the Monaco Hotel we need to confirm a space reservation as soon as possible. The hotel will need information regarding the number of rooms we expect to use, together with the number of nights.