July 24, 2012

SunStar client conference agenda announced

We are proud to announce our preliminary agenda for our client conference in September focusing on growth. For more information, click here. To register, contact Dan Sondhelm at 703-894-1046.

2012 Client Conference for Mutual Funds
Energizing Your Growth Strategy
Location: Hotel Monaco, 480 King Street, Alexandria VA (703) 549-6080

Sunday, September 9, 2012  
6:00 - 8:00PM              Opening Reception – Paris West and Central


                                    Drinks, Hors d'oeuvres, Dinner

Monday, September 10, 2012
 7:00AM                       Breakfast - Bombay Room
Conference – Paris West and Central

The conference will be moderated throughout the day by Dan Sondhelm, SunStar Strategic
7:30AM                    Greeting

7:45AM                    Strengthening Your Message for Sophisticated Audiences
                                        Roland Meerdter, Propinquity Advisors

 8:30AM                    Unlocking the Secrets of Platform Access
                                    Bruce Bossio, Schwab Mutual Fund Marketplace
                                    Simon Heslop, Commonwealth Financial Network
                                    Facilitated by Robert Tebeleff, SunStar Strategic
9:30AM                    Break

9:45AM                    How Emerging Managers Got Discovered
   Bob Auer, Auer Funds
   Craig Hodges, Hodges Funds
   George Young, Villere & Co.
Facilitated by Melissa Murphy, SunStar Strategic

10:45AM                   Leveraging Technology in Your Sales Effort
                                        David Craig, RidgeWorth Investments

11:30PM                   Lunch and Roundtable Discussion
                                        Facilitated by Kathryn Morrison, SunStar Strategic
1:00PM                     Break

1:15PM                     Strategies to Target and Track Advisors
                                     Bob Herrmann – Discovery Data
                                     Beverly Dube - Celera Systems

2:15PM                     Getting Your Funds Noticed by Advisors
                                     Barbara Moser, Moser & Heier
                                     Shawn McLaughlin, McLaughlin Ryder
3:15PM                      Roundtable Discussion
                                        Facilitated by Kathryn Morrison, SunStar Strategic

3:45PM                    Final remarks

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