300 N. Washington St. | Suite 505 | Alexandria, VA 22314

THRIVING IN AN EVER-CHANGING INDUSTRY

conf banner recap

 

Our conference theme for 2019, "Thriving in an Ever-Changing Industry," was well-received by this year's attendees. We were privileged to have 74 individuals in attendance at the Dupont Circle Hotel, Washington DC on April 29 and 30. More than 30 fund companies were represented. The topics were spot on for boutique mutual funds, with the favorites being Warren Miller's research insights into how to compete with the "big guys" and the Case Studies and Growth Strategies panels presented by fund executives.

Buzz

"This is the best investment conference I've ever attended."

Andy Martin, President
7 Twelve Advisors

Learning Opportunities

"I would listen to Ben Jones from BMO share his knowledge and experience all day long."

Carol Wildermuth, President
Wildermuth Securities

Takeaways

"I felt each panel represented issues or topics that are viable for any smaller sized asset manager."

Terry Nilsen, President, COO
Hennessy Advisors

Networking

"... the most valuable part of the conference. The caliber of people who attended was exceptional!"

Annette Lance, Marketing Coordinator
Mairs & Power

Speaker & Panel Transcripts

Case Studies

Devon Ramirez, Akre Funds, Jennifer Ashlock, Tortoise, Andrew Strnad, Quasar

Success on BD Platforms

Ryan Tagal, Envestnet | PMC, Dave Carson, Ultimus Fund Solutions

Advisor Outreach Ecosystems

Ben Jones, BMO Global Asset Management, David Finkelstein, Vivaldi Asset Management, Matt Franey, Celera Systems

Beating the Big Guys

Warren Miller, Flowspring

Distribution Essentials

Christopher Davis, Strategic Insight

Inside the Media with Financial Journalists

Jennifer Schonberger, Fox Business Network, John Waggoner, Kiplinger's Personal Finance, Beverly Goodman, Barron's 

Trends in M&A for Funds

Chris Bellamy, Cohen & Company , Neil Hennessy, Hennessy Funds, Bruce Cameron, Berkshire Global Advisors and Brad Hearsh, UBS Investment Bank

Digital Marketing Strategies

Shane Ryan, Hubspot, Brian Tietje, LinkedIn, Marilyn Dale, SunStar

Proven Growth Strategies

Ben Jones, BMO, Tom Plumb, Plumb Funds, Carl Hendley, MFAM, Jillian Bosmann, Drinker Biddle

Enjoy our Conference Photos

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