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.
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.