On July 20, and 21, SunStar Strategic, a public relations firm focused on asset management firms, will offer its annual fund conference on how mutual funds and ETFs can attract assets.

Financial Executives to Hear from Industry Experts


July 6, 2021 Alexandria, VA.  SunStar Strategic, a public relations firm focused on asset management firms, will offer its annual fund conference on July 20 and 21, 2021. The event titled “Catch the Wave – and Build Your Business” will be virtual, with four concise panel presentations spread over the two days.

Topics include the surge in ETF offerings, what the media wants from managers, effective promotion strategies for ETFs and mutual funds, and what advisors need from fund offerers. Participants can attend one or all four. Registration is still open and is complimentary.

“I’m very excited about this year’s group of speakers,” said Kathryn Morrison, president and CEO of SunStar Strategic. “For example, the experts on the ETF panel each have extensive experience. They’ll address what our fund clients and others want to know: why it makes sense to offer an ETF, how to do it, and how to be successful. We are grateful to Foreside, US Bank Global Fund Services and Cohen & Company for sharing their insights on this timely issue.”

The speaker line-up on Tuesday, July 20, session one at 2 pm ET, includes Mike Costino, SVP, Exchange Traded Products, US Bancorp Fund Services, Sonja Formato, Foreside’s senior director for distribution consulting, and Brett Eichenberger, partner, Cohen & Company, discussing the surge in ETFs. Session two at 3 pm ET features media experts Teresa Rivas, long-time financial reporter with Barron’s, and Alexandria Hincks, lead talent booker for TDAmeritrade Network. Both media outlets are sought after for their targeted appeal and outstanding reputations. Hibre Teklemariam, VP and partner, SunStar Strategic will talk with these women about what the media needs from financial spokespeople.

Melissa Murphy, EVP, partner, SunStar Strategic will moderate a session on effective marketing strategies. “The mutual fund space is so competitive,” said Murphy, “it’s critical to follow a plan that executes consistently. Our marketing panel will showcase what a successful plan looks like and the results it can bring.”

Wednesday, July 21, session one at 2 pm ET kicks off with Noah Hamman, founder & CEO of AdvisorShares and Teresa Nilsen, president & COO, Hennessy Advisors, Inc., and will be moderated by. They’ll let listeners in on effective strategies they’ve employed to market their funds. Session two at 2:45 pm ET rounds out this year’s event with Alan Delcorse, founder, CEO & CIO, Equilibrium Wealth Management and Marilyn Dale, VP, director creative and digital services, SunStar Strategic, talking about how to succeed in attracting advisors.

“We’ve packed a lot into a very short time to make it easy to attend,” said Morrison. “We’re eager to return to our in-person conference next year with the opportunity to personally meet the speakers and your peers, but the virtual format seems to be right for this time. Last year, we had more than 100 registrants. This year is already trending 20 percent higher.” If fund company participants want to engage in deeper conversations on these topics, SunStar will facilitate meetings with the speakers. 

The conference, known as one of the best conferences for small and mid-sized fund companies, is sponsored by Cohen & Co. and Foreside.

Biographies of all the panelists, the full agenda and registration link are all available at www.sunstarstrategic.com/conference-2021. The forum promises actionable ideas to grow AUM.  

About SunStar Strategic

SunStar Strategic proactively generates media exposure and brand awareness for their ETF and mutual  fund clients in the financial national online and traditional media. With effective marketing and PR strategies, boutique firms with good stories can become just as recognizable as major brands nationally, competing on par with them as authorities within their investing styles.  

Since 1990, SunStar has designed and executed media relations and marketing communications strategies to deliver clients’ timely messages to the right audiences. The company is expert at articulating clients’ unique stories and proactively presenting them to the financial and business media as well as the investment community. SunStar’s services are designed to integrate with existing sales and marketing initiatives to attract and retain customers and investors and build brands through structured news generation programs and smart marketing. More information is available at sunstarstrategic.com.