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Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

There are many financial industry conferences hosted every year. Each event requires a hefty "investment" of time and resources. Choosing which conferences to attend each year can be a daunting task. 

Including industry conferences in your annual marketing plan is a large financial commitment. The following are tips on how to work the event to make the most of your investment.

Monday, 12 September 2016 11:06

Industry Conferences: A Game of Strategy

Plenty of financial industry conferences are hosted every year. Choosing which ones to attend or “invest in” is no easy task. We have compiled and analyzed a number of them to help you make a strategic decision. 

One of the conferences atop many investment professionals’ list is the annual Morningstar Investment Conference in Chicago, IL. This year’s event took place June 13-15 at McCormick Place and featured presentations from Vanguard, Franklin Templeton Investments, AQR Capital Management and others, including a comedic performance from SNL legend Darrell Hammond.

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