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.
Key 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
Past Events
The Mutual Fund Marketing and Sales Summit 2015 - 09-10 Mar 2015, Hilton Boston Park Plaza, Massachusetts, United States (49684)
The Mutual Fund Marketing and Sales Summit 2026
Important
Please, check "The Mutual Fund Marketing and Sales Summit" official website for possible changes, before making any traveling arrangements
