The Mutual Fund Marketing and Sales Summit 2015

  • 09-10 Mar 2015
  • Hilton Boston Park Plaza, MA, United States

Description

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.

The Mutual Fund Marketing and Sales Summit 2015 covers topics such as:

  • 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

The Mutual Fund Marketing and Sales Summit 2015 brings together 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

Past Events

Important

Please, check "The Mutual Fund Marketing and Sales Summit" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance, Management, Marketing & Sales, Risk Management
Services: Retail

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