Briefings
20 Nov 2019
Breakfast Briefing: Getting your sales and distribution strategy right when it comes to alts
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Join us on Wednesday, November 20 at the Lambs Club, New York for our breakfast briefing.

The morning event will feature a panel-led discussion and informal networking opportunities with other industry professionals.

Register for your complimentary place >>

Getting your sales and distribution strategy right when it comes to alts

Discussion points will include:

  • With traditional asset managers increasingly moving into the alts space, or beefing up their presence, what are the top considerations when it comes to sales and marketing strategy?
  • Should you be looking to run separate siloed teams focused on distributing your alts offerings, or training and educating existing teams on the strategies to sell alongside mainstream offerings?
  • How much is the appetite for various alternative investment strategies increasing with a range of investor types given the uncertain economic outlook?
  • What are key distributors looking for and in which kind of structures? Tips and advice for getting your alts offerings noticed by gatekeepers at big distribution firms.
  • The pros and cons of running a separate alternatives brand versus consistent messaging across the fund complex.
  • From a product development perspective, where should the focus be depending on asset class? Interval funds, alternative mutual funds, alternative ETFs, SMAs, private funds?

Agenda:

08:15 Registration and networking breakfast
08:55 Introductory welcome – Fund Intelligence Managing Editor Paul McMillan
09:05
 Panel discussion
09:45 Audience questions
10:00 Close

 

Request attendence