Come join us at the Mutual Fund Distribution Forum – December 2-3, 2013 at the Harvard Club of Boston. Thought-leading distribution strategists from mutual fund giants and boutiques will share practices as they relate to gatekeeper relationships, professional buyers, leading sales teams, and fees and pricing pressures. **ETF Business Review subscribers are eligible for a 10% registration discount with Code FMP213**
Topics at a Glance
Topics at a Glance
- Technology, Big Data, and its Applications: Strategies Incorporating Distribution Trends and Predictive Analytics
- Segmentation Strategy: Making Channel Bets
- Channel Strategy: The National Broker/Dealers
- Channel Strategy: The Independent and Regional Broker/Dealers
- Channel Strategy: The RIA Market
- Professional Buyers: The Keys to Gaining Platform and Model Portfolio Access
- Leveraging the Field Sales Organization: Maximizing Existing Resources
- Internal Advisor Consulting: Reaching the 92%
- Boutique Mutual Funds: The Successes and Challenges of Diversifying the Mutual Fund Universe
- Distribution Fees: The Stakes, the SEC, and the Choices