MFEA panel discussion on Engaging portfolio manager in your overall marketing strategy

Thank you for visiting our blog for contact information and web links from today's MFEA panel discussion, "Engaging portfolio managers in your overall marketing strategy."

We will post a summary of the session in an upcoming post.

Referenced web links:

• Story on Jeff Vinik who touted his funds at a high end shoe store.
• Kasina's report following the recent market volatility saying “Clients Need to Hear You When the Market Swoons.”

Panelists and LinkedIn contact information:

• Lynette Hart, head of marketing, Diamond Hill Capital Management
• Jeremy Floyd, BPV Capital, Chief Marketing Officer
• Vicki Lester, VP and Head of Intermediary Marketing Strategy, Columbia Threadneedle Investments
• Dan Sondhelm, partner, SunStar Strategic

Panel topic:
Portfolio managers play a key role in attracting and retaining intermediaries and other investors. How do you effectively leverage the PM’s time, insight and ability (or lack of) to participate in sales and marketing? This panel will discuss ideas on how to integrate PMs into your marketing, communication and sales strategies, and how firms are meeting the challenges they face.

Feedback from the session?