Mutual Fund Growth Strategy Summit 2014

Topics

• What Advisors Really Want
• Strengthening the Sales & Marketing Relationship
• Evolution of the Wholesaling Model
• Mutual Fund Marketing in the Digital Age
• Standing Out from the Crowd: Overcoming Commoditization
• Successfully Positioning Active Funds
• Customizing Distributor Relationships
• Utilizing Data Analytics and Predictive Modeling to Drive Strategic Marketing Campaigns and Sales Behavior
• Developing Distinctive Sales & Marketing Strategies for RIAs vs. Brokers/Dealers
• Alternative Mutual Funds - Customizing your Marketing & Sales Strategy

Who should Attend

Mutual fund executives, including:

• Sales
• Marketing
• Business development
• Relationship management
• Analytics
• Distribution