Presentations from the Strategic and eCommerce Summits are now available. You must be logged in to access these files.

The MFEA Executive Summits are designed for senior mutual fund executives involved in strategic planning, execution and management. The Summits provided valuable forums for thought leadership and provide vital perspectives from colleagues and industry experts on key challenges facing fund executives.
 

Sponsored By:

Strategic Summit—April 27 
Targeted to executives with responsibilities in mutual fund distribution, retirement, marketing and communications, and product management.

Agenda Highlights Included:

• Industry Outlook
• ETFs & Open-End Funds—Strange Bedfellows or Complimentary Products?
• Positioning Your Firm in the Retirement Market—Mastering Demographics, Rollovers, IODC and Product Trends
• Member Roundtable

Sponsored By:

eCommerce Summit—April 27-28

Targeted to eCommerce executives with responsibility for strategy and execution in the areas of websites, digital marketing, online distribution and communications.

A networking dinner was held on April 27 at Rosie O'Grady's.

Agenda Highlights Included:

• 2010 & Beyond—Interfacing Intermediary Distribution & E-Distribution Initiatives
• Online Mutual Funds: Prospect Behavior & Customer Profiles
• FINRA Social Media & Advertising Regulation
• Successful Website Strategies—How to Increase Conversions and Optimize Landing Pages 
• Online Habits of Advisers:  What They Look For & Why They Go Online
• Member Roundtable