SunStar's next client conference focuses on distribution for entrepreneurial firms

Fall 2011 Mutual Fund Entrepreneurs’ Roundtable

What: SunStar Strategic’s Mutual Fund Entrepreneurs’ Roundtable for firms owned and managed by entrepreneurs

Date: October 2-3, 2011 (Sunday 3PM through Monday at 1PM following lunch).

Location: Hotel Monaco, Old Town Alexandria, VA

Workshop fee: $375 clients/$475 non-clients (covers the cost of presenters, conference rooms, food and beverages). Participants are responsible for their own travel and lodging expenses.

This Roundtable is an opportunity for you to share ideas and learn from others how to attract investors and strengthen distribution. It will begin at 3PM on Sunday with three hours of discussions, followed by dinner on Sunday evening. On Monday morning we will have a half-day of discussions ending at 1PM following lunch.

Discussions include:
Experts from the major platforms: Getting onto the major platforms is something most fund companies do almost immediately following fund launch, but what then? How can you make the most of your new relationship? How do you navigate the platform to your advantage? And, what help or opportunities do the platforms have to help you reach their clients? You will hear key executives from some of the top platforms sharing best practices to gain market share.

Top financial advisors: Financial advisors are busy building their business. Meanwhile, more than 600 mutual fund firms and other firms with investment products are competing for their attention. You will hear several financial advisors discussing how they build their business, how they construct portfolios, how they conduct manager research, and how they want to communicate with you.

Distribution: If you are like most mutual funds, assets don’t flow as fast as you would like due to good performance alone. It’s likely you are using strategies to help you strengthen distribution such as internal or external sales teams, digital marketing, public relations, and advisor conferences. And don’t forget about your product including fee structure and share classes, among other things. What’s working for you? What challenges are you having?

Panelist information will be sent separately.

In order to hold rooms and meeting space at the Hotel Monaco in Alexandria, VA, we need to confirm a space reservation as soon as possible.

Please let us know if you plan to attend no later than Monday, September 12. Contact Dan Sondhelm at 703-894-1046.