Sondhelm presented on distribution to Huntington Asset Services clients

"Unrated funds have seen more flows than even 3 and 4 star mutual funds. So if you are newer, there is more opportunity than you may think to grow." That was one the messages that kicked off my presentation entitled, "Distribution Strategies for undiscovered Funds" that I gave to dozens of smaller mutual fund managers at Huntington Asset Services client conference in Indianapolis, IN recently. 

Dan Sondhelm

Other presenters included Bill Thomas, formerly at Charles Schwab's mutual fund platform; Sonja Formato, Fidelity platform; Tim Dolan, Dolan Capital Group; Tony Poleondakis, Piedmont Capital Distributors, among others. 

Kudos to Huntington's Jeff Young, Brian Blomquist, David Bogaert, and AnnaMaria Spurgin for pulling it off without any problems. Well, there was just one.

There was a computer glitch in the morning. The main laptop wasn't compatible with the large screen monitor. They substituted a second laptop, transferred the Powerpoint files, and when I began most of the slides and photos weren't there. And the video clips of clients controlling the interview to get their stories out, gone.

Good thing I brought a printed version of the Powerpoint slides.