SGI News

SGI Conferences & Events

Industry Executives Join SGI Team
Two respected leaders in mutual fund marketing, digital and distribution services have joined SGI. Michael Hedstrom, former SVP of Marketing for Scout Investments; and Bruce Hoffman, former TIAA-CREF Senior Director Asset Management Marketing, adding depth to SGI’s bench.
Association Management Innovation Exchange
This September a new event will bring industry leaders together from distribution, marketing and operations to learn about innovative solutions that leverage new technologies.
SGI Awarded National Multi-Brand Program for the Closed-End Fund Industry
SGI, manager of the Closed-End Fund Association, has been designated as the industry’s national multi-brand marketing agency. SGI developed a comprehensive plan to raise awareness for CEF products and is implementing an aggressive content and conference strategy campaign.
Small Funds Network to Re-launch July 1
The popular service, Small Funds Network (SFN) is being revamped to provide a greater level support for mutual fund companies with assets under management of less than $5 billion. New partners will help pump-up the amount of content and best practice info available to help smaller complexes.
SGI Launches CEF Analytical Service
Working with two leading closed-end fund professionals, SGI has launched a new service for investors and advisors called CEF Outlook. The service features monthly analytical overviews and weekly data reports. SGI is also working on the development a mobile app for broker/dealers that would allow for mobile, real-time data reporting on CEFs.
SGI Introduces Mobile Event Management Sites
To better manage meetings on-site SGI has built mobile sites that allow attendees to access all content, submit speaker questions, even revise travel arrangements. The new feature is provided to clients as part of SGI’s effort to improve event engagement and performance.
Jan 1 CEF Outlook- Launch
Feb 26-27 DISTRIBUTION Technology Denver
March 6 ADVISOR Summit Beverly Hills
May 7 PRODUCT Council New York
May 8 DISTRIBUTION Council New York
June 9 ADVISOR Summit Boston
June 25-26 DIGITAL Council Kansas City
July 1 SMALL FUNDS Re-Launch Virtual
Sept 3-4 Innovation Exchange Kansas City
Sept 18 LEADERSHIP Event New York
Sept 24 ADVISOR Summit Short Hills
Oct 21 MARKETING Council Chicago
Oct 21 STAR Awards - Retail/Advisor Chicago
Oct 28 STAR Awards - Retirement Virtual
Nov TBD ADVISOR Summit Miami
Nov 18 DISTRIBUTION Council Baltimore
Nov 19 PRODUCT Council Baltimore