At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds.
What will asset managers be planning for in 2021?
Join our panel of industry professionals as Dave Carson, SVP of Client Strategies with Ultimus, moderates a discussion to explore today’s market and the product trends. Panelists will propose ideas to broaden your product offerings to increase investor reach.
- Evaluating the benefits of offering strategies in multiple vehicles
- Assessing the current market and product trends for the following products:
- Interval funds
- Private funds
- Robo advisory
- Analyzing the advantages and disadvantages
- Identifying top considerations for product development
- Market segmentation
- Consumption & distribution
- Digital engagement strategies
- Providing actionable steps for moving from consideration to implementation & launch
Featuring the following presenters:
Sandra Powers, CEO/CCO, Ark Global LLC, Author of The Road to AUM
John Hunt, Partner, Sullivan & Worcester LLP
Adam Kornegay, SVP Business Development, Ultimus Fund Solutions
Dave Carson, SVP Client Strategies, Ultimus Fund Solutions (Moderator)
Interested? Inquire with your Ultimus Relationship Manager for registration details.
Please join us for the third and final session of our series on exchange-traded funds. Our panel of experienced ETF professionals will explain the steps and considerations needed to launch actively managed ETF’s into the market.
- Recap from Part 1 & 2
- What you need to know to launch an ETF
- Vident functionality and support for marketing efforts
- Importance of distribution planning
- Do’s and don’ts
- Year-end planning ideas
Scott Szever, Director, Exchange Traded Products, New York Stock Exchange
Rafael Zayas, Head of Portfolio Management and Trading, Vident Investment Advisory LLC
Larie Lydick, VP ETF and Mutual Fund Services, Ultimus Fund Solutions
Alma Piscitello, EVP, Relationship Management, Ultimus Fund Solutions (Moderator)
Interested in attending? Contact your Ultimus Relationship Management Representative for registration details.