Speakers

SunStar Strategic Executives are available to speak to small and large groups on topics relevant to the financial and public relations industries.

Kathryn Morrison, CEO and president

tDan Sondhelm, partner and VP. Dan was nominated as one of the "Most Influential People in Mutual Fund Distribution" in 2009.
Dan has spoken at well-attended industry conferences, including those sponsored by IBC USA, IIR, NICSA, Mutual Fund Education Alliance, US Bancorp Fund Services, Federated Investments, MFWire’s Most Influential People in Mutual Fund Distribution, and at FRC’s MarkeTrends Conference. He is interviewed frequently about the latest trends in financial marketing by industry trade publications and newspapers such as Money Management Executive, Ignites, and PR Week, The Washington Post and the Wall Street Journal. He has published several articles about how distribution, sales and marketing can attract and retain investors.

Dan is the editor of FundFactor.net, a publication dedicated to sales and marketing ideas and news for fund companies.

Topics include:

• Branding for funds and asset management firms
• Fund distribution
• Differentiating your fund from the competition
• How to get your fund discovered
• Public Relations: Benefits for Fund Companies
• Branding for Institutional Managers
• RFP process for Institutional Managers

Client speaking opportunities
Participating on panels or as keynote speakers at industry conferences can be pursued on your behalf by your account executive as part of our public relations efforts.