MILWAUKEE, March 28, 2019 /PRNewswire-PRWeb/ -- SunStar Strategic is pleased to announce that U.S. Bank Global Fund Services is the Platinum Sponsor for SunStar Strategic's 2019 Mutual Fund Conference, "Thriving in an Ever-Changing Industry." The conference is ideal for small to medium-sized fund firms who want to grow.
Andrew Strnad, vice president of Quasar Distributors, the wholesale distribution division of U.S. Bank Global Fund Services, will moderate a high-profile panel featuring two boutique fund firms that had among the highest inflows in the industry in recent years, excluding the biggest firms.
"This event brings together a unique blend of insiders, from fund managers to financial journalists. It's a great opportunity for industry professionals to share our success stories, but also address the challenges of an environment that is changing faster than ever before," said Strnad.
The event also features two keynote speakers: Christopher Davis, Head of U.S. Research at Strategic Insight, who will present "Distribution Essentials for Boutique Funds." He will share research supporting best strategies for marketing and distribution. Warren Miller, founder of Flowspring, will present data in a presentation entitled, "Beating the Big Guys - How to Attract Assets as an Active Boutique Manager."
Thriving in today's competitive environment is tougher than ever. To address the industry's issues, the conference will offer panels of:
- Fund managers with assets ranging from $120 million to $250 billion talking about specific techniques they are using to sell their funds, covering an array of products, sales efforts and marketing structures.
- Gatekeepers offering insights on how to get on their platforms and maximize opportunities.
- M&A experts discussing what's happening in the industry and how funds can best estimate their value.
- Financial journalists sharing what they're looking for and what topics they find to be of interest.
- Data and digital providers demonstrating how to maximize their services for advisor outreach through smart data.
The event takes place April 29 and 30 in Washington, D.C. For more information or to register, please visit sunstarstrategic.com/conference or call 703.299.8390.
About U.S. Bank Global Fund Services
Headquartered in Milwaukee since 1969, U.S. Bank Global Fund Services provides single-source solutions to support a variety of investment strategies and products, including mutual funds, alternative investments and exchange-traded funds. As of June 2018, the division currently services 585 fund families comprised of 3,295 portfolios, 4,132 fund classes, and 4.5 million shareholder accounts with $1.14 trillion in client assets. U.S. Bank Global Fund Services is a subsidiary of U.S. Bank, the fifth largest commercial bank in the United States.
About SunStar Strategic
SunStar Strategic offers public relations (PR) and marketing programs to help attract, maintain and grow clients. Core services include comprehensive PR, creative strategy and execution. SunStar is headquartered in Washington, D.C. with offices in Chicago, New York City and Austin.
SOURCE SunStar Strategic
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