RECORDINGS

Bob Hausler, Founder & CEO of R.T. Hausler Strategic Marketing leads an in-depth discussion about effective strategies for managing the complex dynamics of sales, marketing, and portfolio management teams. Some key topics detailed in this video include: - Building a go-to-market campaign - Managing change - Creating a business plan - Reengineering the firm story - Establishing firm buy-in “Making lemonade out of lemons” - Making a bulletproof sales plan - Developing thoughtful materials

Expert compliance professionals Donna DiMaria and Patrick Chism from Vigilant LLC provide an in-depth overview of regulatory and compliance updates for 2024 and look ahead to 2025. Topics include: - Artificial Intelligence - The Marketing Rule - Political Contributions - Off Channel Communications - Remote Branch Inspections - Rule Making Update - Year End Reminders

Patricia O’Donnel, Founder & CEO of IMSS LLC, and Dan Sondhelm, Founder and CEO of Sondhelm Partners, discuss all aspects of the sales and marketing process for the institutional marketplace. Some of the key aspects covered in this video include: - Consultant Database Inclusion - Database profile creation - Crafting a compelling story - Content creation - Effective use of social media - Implementing Sales and Marketing techniques

In this video we are joined by special guest Steve Distante, Chairman and Founder, Vanderbilt Financial Group. Steve is also an author of “Pitchology – The Art and Science of Raising Capital for Entrepreneurs” and “Once Upon a Time in Entrepreneurland”. Steve talks about his entrepreneurial journey. He uses the story of his journey to demonstrate the process of navigating from ideas to implementation to growing your business and everything in between.

The group is joined by Lisa Roth, President of Monahan and Roth LLC, and Sara Andres, President of Antesari LLC, for the annual Regulatory and Compliance Outlook webinar. Lisa and Sara dive into compliance topics that you need to know for the year 2024. They discuss new rules, updates, and points of emphasis for the upcoming year including: - FINRA & SEC regulatory priorities - Reg BI/Form CRS - SEC Marketing Rule - Preparing for the new private funds rule - Off-channel communications - Vendor compliance and due diligence

Sandra Powers Murphy, Founder & CEO of Noble Ark Ventures, leads a lively discussion on the 12 Core Elements of Business Development from her book “The Road to AUM”. Sandra is joined by industry leaders Stephanie Oldenkamp, Director at Genesis Marketing Group, and Christian Jessen, Partner at Investment Management Distribution.

GAMMA is joined by Patricia O’Donnell, Founder and CEO of IMSS, and an expert team from PSN including Helen Panton, Ron Vaughn, and Kathy Scott. Patricia discusses the importance of Consultant Database visibility for asset managers and the impact visibility has on search inclusivity and raising AUM. The group talks about some of the major changes that affected database reporting, and a number of important factors to consider including: - Structural Changes - Reporting Requirements - SEC marketing rules on performance reporting - Tips for building complete profiles

In this video GAMMA welcomes special guest speaker Daniel Satchkov. Daniel is the Founder and President of Rixtrema. Rixtrema is an industry leader in developing AI technology for Investment professionals and service providers. Daniel talks about the capabilities of the Rixtrema AI technology including: - General update and current state of the AI market - AI regulation updates - AI data & metrics - AI trends o Where the technology is heading o How it will impact the institutional marketplace