What makes a road show more effective?

At the MMI Annual Conference in Washington, D.C., Lauren Mugavero of Merrill Lynch shared with Fundfire what asset managers need to get right when engaging advisors. From thoughtful pre-meeting planning and targeted outreach to clearly articulating the “why now,” Lauren emphasized that successful road shows are built long before the meeting – and proven well after it ends.

She also highlighted the importance of disciplined follow-up, timely content delivery, and tracking outcomes over time to ensure the effort truly delivers value and informs what comes next.