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SAVE THE DATE

October 20, 2020

Opening Remarks 1:00 pm ET
Sessions on the half hour, event ends 4:30 pm ET

WHERE

Virtual Small Funds Conference

Zoom Event

Conference Registration

This year's virtual event is complimentary.

our 2020 conference designed to help you thrive

 

      • THRIVING IN ASSET MANAGEMENT

        Warren Miller, CFA, Managing Director at ISS Market Intelligence will focus on small asset managers, sharing data on key drivers of fund pricing and flows.
         
        He'll discuss the importance of adapting your distribution strategies for the long term and the key levers for building competitive advantage and driving AUM growth in the asset management industry. Underpinning his presentation will be an emphasis on building a data-informed process for making smarter business decisions.
         

      • CURRENT M&A ACTIVITIES

        Most funds are faced with addressing challenges in growth, profitability, and business momentum. While firms pursue organic growth day in and day out, others consider selling their businesses or transferring mutual fund contracts and negotiating a sub-advisory agreement to manage the assets going forward.
         
        Bruce Cameron of Berkshire Global Advisors will speak to current trends and valuations in 2020.

What will you learn?

Industry experts will share insights on these topics:

  • Making your fund more competitive today
  • Ideas for brand building through websites and social media
  • Communicating with advisors in a virtual world
  • PR in a digital environment
  • Trends in platform distribution
  • Current M&A activity

Who should participate?

Individuals from the mutual fund industry

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

At our in-person conference last year, 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?

From your own home or office, you'll

  • Hear from industry leaders
  • Discover proven strategies to help grow your firm
  • Learn what others in the industry are doing
  • See what's on the horizon for funds in 2021

Countdown to SunStar Strategic 2020 Conference

2020 Speakers

Bruce Cameron, Berkshire Global Advisors
Bruce Johnston
Warren Miller
Melissa Murphy
Blensley PointduJour
John Randall
TEKLEMARIAM

2020 Conference Sponsors

Conference Registration

This year's virtual event is complimentary.