Boutique Mutual Funds Conference Welcomes Berkshire Global Advisors as a Gold Sponsor

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Current trends in M&A in the mutual fund industry to be a key panel at SunStar Strategic’s Conference, “Thriving in an Ever-Changing Industry”

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Berkshire Global Advisors, a leading provider of M&A and strategic advice to the financial services industry, is pleased to announce that it will be a gold sponsor for SunStar Strategic’s 2019 Conference, “Thriving in an Ever-Changing Industry.” The conference is ideal for small to medium-sized mutual fund firms who want new, actionable ideas to help them grow assets.

The conference will be held Monday and Tuesday, April 29 and 30, 2019 at the Dupont Circle Hotel in Washington D.C.

R. Bruce Cameron, co-founder and co-lead for the firm’s wealth management practice, will participate on the popular M&A panel covering the latest industry deals and valuations. Panelists will offer their take on the current environment for both buyers and sellers. Joining Cameron on the panel are Neil Hennessy, CEO Hennessy Advisors and Brad Hearsh, senior advisor, UBS Investment Bank. The moderator is Christopher Bellamy, CPA, CGMA, co-president of Cohen & Co.

“Fund companies who have considered growing through acquisition will find this discussion and access to these individuals invaluable,” said Kathryn Morrison, CEO and president of SunStar Strategic. “Whether they are interested in buying or selling, this topic is hot. The environment for funds is tougher than ever and consolidation in the industry continues. This is an area every fund company should be tuned in on. We’re excited to have this as one of many critical areas to address at this year’s event.”

To address the industry’s issues, the conference will showcase two keynote speakers addressing Distribution Essentials and Marketing Strategies to compete with the mega funds, as well as 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.
  •     Financial journalists sharing what they're looking for and what topics they find to be of interest.
  •     Industry experts offering insights on how to get on platforms and maximize opportunities.
  •     Data and digital providers demonstrating how to maximize their services for advisor outreach through smart data.

For more information, including speakers, agenda and registration, visit or call 703.299.8390.

About Berkshire Global Advisors

For more than 35 years, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry. As a global specialist investment bank, their unparalleled market knowledge and relationships enable them to deliver exceptional results for their clients. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective, conflict-free advisory services to CEOs and their executive teams, business owners and financial sponsors. Berkshire Global Advisors is headquartered in New York, NY and has offices in London, Sydney, San Francisco and Denver.

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 additional offices in Chicago, New York City and Austin.

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Kathryn Morrison
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