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UMB Client Conference, Dana Point, CA

Are you trying to raise assets for your fund? Is it proving to be harder, more time consuming or simply more frustrating than you expected? This interactive session will help fund managers and marketers figure out how to effectively navigate the investor landscape, with an emphasis on the following topics:

  • Targeting the right investors at the right time
  • Effective strategies for first contact
  • Keeping in touch – balancing persistence with pestering
  • Asking for feedback
  • Getting to yes (or no)
Earlier Event: August 2
The UnConvention
Later Event: January 16
CFA Luncheon - Pittsburg