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04/29/2019 04/30/2019 Sunstar Strategic's 2019 Conference Dupont Circle Hotel, 1500 New Hampshire Avenue NW, Washington DC, 20036 false

April 29-30, 2019

Registration 1:30 pm 4/29
Closing session ends 4 pm 4/30


Washington, D.C.

Dupont Circle Hotel, 1500 New Hampshire Avenue NW, Washington DC, 20036

Conference registration

our 2019 conference designed to help you thrive

SunStar Strategic's 2019 Conference: Thriving in an Ever-Changing Industry is designed to help fund executives, sales and marketing professionals share ideas and learn from each other. 

We'll cover topics you can't afford to miss!



        The asset management industry is becoming increasingly concentrated as large managers benefit from numerous scale advantages. But small managers can still win by fighting large bloated competitors with targeted product and marketing strategies.

        Warren Miller, founder and CEO of Flowspring, will share unique analytics that highlight how small managers are already winning and how to take these strategies to the next level. His comments will include a close examination of the characteristics of funds that are driving significant asset growth.


        Strategic Insight's Head of U.S. Research, Christopher Davis is the keynote speaker Tuesday. Although Strategic Insight provides data and intelligence to asset managers of all sizes, Christopher will review the universe of data to determine how boutique firms can compete with the largest of funds. 

        His comments will address opportunities boutique firms have to distinguish themselves from the pack, avoid the race-to-the-bottom for fees, and maximize sales through multiple distribution channels.  

    You’ll leave the conference with new knowledge for successful strategies to implement in your own firm.

What will you learn?

Industry experts will share insights on these topics:

  • Beating the big guys - How to attract assets as an active, boutique manager
  • Distribution essentials 
  • Inside the media> financial journalists
  • Success on BD platforms
  • Proven strategies for growth
  • Advisor outreach ecosystems
  • Digital marketing strategies
  • Today’s trends in M&A for funds

Who should attend?

Individuals from the mutual fund industry

  • Fund executives
  • Portfolio managers
  • Marketing professionals
  • Operational experts
  • Salespeople

At our last conference, 50 fund company executives from more than 30 firms with AUM ranging from $50 million to $50 billion participated.

What can you expect?

What can you expect?

In a unique, comfortable setting, you'll

  • Find opportunities to connect with your peers
  • Learn what others in the industry are doing
  • Hear from industry leaders
  • Discover proven strategies to help grow your firm
  • See what's on the horizon for funds in 2019

Countdown to SunStar Strategic 2019 Conference

Dupont Circle HOTEL Reservation

Book a room online or call 202-483-6000. Pease note that the hotel group rate expired on April 5th. 

2019 Speakers & Moderators

Jennifer Ashlock
Chris Bellamy
Jillian Bosmann
Bruce Cameron, Berkshire Global Advisors
Dave Carson
Christopher Davis
David Finkelstein
Matthew Franey
Brad Hearsh
Brad Hearsh
Carl Hendley
Neil Hennessy
Ben Jones
Warren Miller
Tom Plumb
Devon Ramirez
Shane Ryan
Jennifer Schonberger
Andrew Strnad
Ryan Tagal
Brian Tieje
John Waggoner

2019 Conference Sponsors

Platinum Sponsor
Gold Sponsors
Silver Sponsors

Conference Registration

Registration fee is $675.