THRIVING IN AN EVER-CHANGING INDUSTRY
Our conference theme for 2019, "Thriving in an Ever-Changing Industry," was well-received by this year's attendees. We were privileged to have 74 individuals in attendance at the Dupont Circle Hotel, Washington DC on April 29 and 30. More than 30 fund companies were represented. The topics were spot on for boutique mutual funds, with the favorites being Warren Miller's research insights into how to compete with the "big guys" and the Case Studies and Growth Strategies panels presented by fund executives.
Buzz
"This is the best investment conference I've ever attended."
Andy Martin, President
7 Twelve Advisors
Learning Opportunities
"I would listen to Ben Jones from BMO share his knowledge and experience all day long."
Carol Wildermuth, President
Wildermuth Securities
Takeaways
"I felt each panel represented issues or topics that are viable for any smaller sized asset manager."
Terry Nilsen, President, COO
Hennessy Advisors
Networking
"... the most valuable part of the conference. The caliber of people who attended was exceptional!"
Annette Lance, Marketing Coordinator
Mairs & Power