Mutual Fund Growth Strategy Summit 2014

  • 24-25 Mar 2014
  • The Harvard Club of Boston, MA, United States

Description

The Mutual Fund Growth Strategy Summit 2014 covers topics such as:

  • 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

The Mutual Fund Growth Strategy Summit 2014 brings together mutual fund executives, including:

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

Past Events

Important

Please, check "Mutual Fund Growth Strategy Summit" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance, Management, Marketing & Sales, Operations

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