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.
Strategies to Engage Advisors & Attract Assets
- Making Your Fund More Competitive
- Building Your Brand with Social Media
- Communicating with Advisors in a Virtual World
- Going digital with PR
- Creating Content-Rich Websites
- Maximizing Trends in Platform Distribution
- Understanding M&A and Current Valuations
Each session will be a concise 30-minute presentation including Q&A. See the full agenda.
Please sign in by 1:00 pm ET for brief opening comments.
The event features seven 30-minute presentations and concludes at 4:30 pm.
STRATEGIES TO ENGAGE ADVISORS & ATTRACT ASSETS
Topics currently planned include:
- Make Your Fund More Competitive
- Build Your Brand with Social Media
- Communicate with Advisors in a Virtual World
- M&A and Current Valuations
- State of the Fund Industry
Each session will be a concise 30-minute presentation followed by interactive conversation among the speaker and participants.