The Mutual Fund Marketing and Sales Summit 2015

The Mutual Fund Marketing and Sales Summit 2015 is a conference that focus on how marketing & sales can work together to develop a consistent brand message.

Topics

• INSTITUTIONAL
  • The Subtle Art of Marketing Mutual Funds to an Institutional Audience
  • Opportunities for Mutual Fund Sales Growth in the Institutional Market
  • Mastering the Complexities of Selling Mutual Funds to Institutional Plans
  • Gatekeeper Roundtable
  • Opportunities for Growth Through Sub-Advisory
• RETAIL
  • Implementing Efficient Sales Practices and Procedures that Support Success
  • Customizing Your Marketing Messages to Reach Each Retail Distribution Channel
  • The Growth of Passive Funds and their Effect on Active Mutual Fund Market Share in the Retail Space
  • Marketing & Sales Strategies Advisors Respond to
  • Embracing the Digital Age - Achieving Digital-Readiness Across all Media Platforms
  • Making Your Data Work for You: Integrating Data for Streamlined Marketing & Sales Efforts
  • Effective Marketing & Sales Strategies for Retail Alternative Products

Who should Attend

Senior attendees with job titles such as:

• Sales
• Marketing
• National Accounts
• Distribution
• Consultant Relations
• Client Servicing
• Institutional Sales
• Relationship Manager
• Third-party marketers
• Managed Accounts
• Data analytics companies
• Sales & marketing consultants
• As well as
• Sales and marketing software solutions
• Fund Platforms
• Research firms
• Consultants
• Advisors