Calendar of Events
Each year SFN's calendar will offer up to a maximum of nine events. The events vary from webinars, conference calls, open topic forums to white paper presentations. SFN events are determined by issues brought forth by members to address areas they find most important to their business operations.
2012 Events
2011 Events Available for Download
| 2.16.12 | How to Use Shareholder Experience to Grow Assets Long standing prohibitions against client testimonials have limited small funds marketing efforts to displaying the SEC required performance results to attract investors. Funds now have an alternative to leverage the trust, financial results, expertise and services that investors experience in marketing and advertising programs. This Webinar will lay out a low cost marketing approach that promotes the firms prior success with investors in these key areas. Presented by: Kathleen Whalen, DALBAR |
| 1.31.12 | A Mobile World: What Does (and Does Not) Matter Apps. Mobile sites. Tablets. The interest in mobile opportunities has continued to grow for asset managers – big and small. But what is working so far? And what does that mean for 2012 and beyond? This session will delve into: • What is and is not working in the mobile space for both firms and their clients • How mobile strategies are being tied to e-mail, social media, and other e-business initiatives • Practical advice on getting started with mobile technologies Presented by: Anu Heda, Naissance |
