July 13, 2012

2012 Client Conference for Mutual Funds: Energizing your Growth Strategy

What: SunStar Strategic’s Client Conference for Mutual Funds.
Date: September 9-10, 2012 (Sunday 6PM through Monday at 4PM).
Location: Hotel Monaco, 480 King Street, Old Town Alexandria, VA.
Conference fee: $475 clients; $575 non-clients (covers the cost of presenters, conference space, food and beverages). Participants are responsible for their own travel and lodging expenses. 

This conference is designed for clients to share ideas and learn from others about how to grow their mutual fund firms.

Topics will include information on how to attract investors, strengthen distribution and build brands.

Specifically, presentations by platform executives, financial advisors and consultants, and discussions led by experienced SunStar clients will include the following:

-Get in front of more quality advisors
-Work smarter with the platforms
-What advisors look for in mutual funds
-Develop new products/new markets
-Enhance your story for more sophisticated audiences

A full agenda will be posted separately, but please SAVE THE DATE now!

Business casual attire please.

We will meet at 6PM on Sunday for cocktails and dinner.  On Monday we will start with breakfast followed by a full day of presentations and discussions.

To book your hotel reservation, SunStar has discount code GBP14253. However, there are certain days when the hotel will offer lower rates with AAA or AARP memberships. Be sure to compare.

See the agenda here or contact Dan Sondhelm for more information.

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