DISTRIBUTION & PRODUCT SUMMIT

Transcription

1 Aberdeen Asset Management Charles Schwab Alan Goodson Head of Product Evan Soso Assistant Branch Manager Mickey Janvier Head of Business Development - Wealth Management John Sturiale Head of Sales & Client Relations AMG Funds Diamond Hill Keitha Kinne Chief Operating Officer Alex Gardner Head of Product AQR Capital Management Marco Hanig Principal Ariel Investments Lynette Hart Head of Marketing Julie McConnell Head of Intermediary Sales & Business Management Martin Gawne Director of External Communications Arthur J. Gallagher & Co. Michele Kocak Area Vice President, Retirement Plan Consulting Casey Quirk by Deliotte DST kasina Envestnet Matthew Fronczke Senior Executive Consultant Michael Featherman, Head of Investment Specialists Chloe Gardner Business Analyst Tyler Cloherty Senior Manager Federated Investors Paul Uhlman President, Federated Securities Corporation

2 Fenimore Asset Management Anne Putnam Fidelity Investments Flowspring Warren Miller Founder & CEO Dave Gray & Retirement Product Leader Franklin Templeton Investments Jeff Kellogg Head of Product Management Goldman Sachs Rachel Schnoll Head of Product Strategy Invesco Charles Evans Director of Business Intelligence and Data Strategy Aimee Douglass Product Management Director Janus David Master Chief Marketing Officer Jen Nichols Senior Product Specialist K&L Gates Legg Mason Chuck Miller Partner Troy Thornton Karen Corso Director, U.S. Product Management Hennessy Funds Andrea Matsui Vice President, Channel Strategy Ann Doyle, Head of Product Analytics Stacy Fontana, U.S. Product and Channel Marketing Diane Frankenfield Head of U.S. Marketing, Global Digital & Creative Services

3 Legg Mason (cont d) Niccona Teichert Director, Global Marketing Business Management Merrill Lynch Sandy Bolton, Head of Investment Solutions - Managed Solutions Group Sean Burke National Sales Manager, Independent Advisor Channel Frances Cashman Co-Head of U.S. Sales Michael DeMilio Marketing Program Manager Blair Gorman Sales Training Manager Zahya Hantz Regional Sales Director Darren Seibert Product Development Manager LPL Financial Robert Pettman Executive Vice President, Product & Platform Management Macquerie Investment Management Jim Hinkley Head of Product Management Rachel Jacobs Head of Key Accounts Wirehouse Channel Ken Burd Business Manager - Client Group MFS Investment Management Josh Gates Business Relationship Manager, Distribution Technology Natixis Global Asset Management Nuveen Investments James Cove Stephen Ban OppenheimerFunds Christine Stokes, Retirement Strategist Kamal Bhatia Head of Investment Products & Solutions Eric Johnson Head of Digital Distribution and Innovation John McDonough Executive Vice President, Head of Distribution and Marketing

4 PGIM Global Investment Management Joel Sauber Product & Marketing Principal Funds Wasatch Advisors Eric Bergeson President William Blair Funds Jill Brown Michael Jancosek Partner, Head of Intermediary Distribution Charissa Cashin Director, Product Management Suzanne Cohrs Director, Global Product Strategy Seismic Craig Dunham Vice President & General Manager of Financial Services Thornburg Investment Management Rob McInernery President, Thornburg Securities Corp., National Sales Manager T. Rowe Price James Erceg Head of Product, North America George Riedel Head of U.S. Intermediaries

5 Attending Sponsors DST kasina Matthew Fronczke Senior Executive Consultant Morningstar Audra Solarski Marketing Director Seismic Craig Dunham Vice President & General Manager of Financial Services Attending Partners Allego, Inc. Broadridge Celera Systems Dial-A-Note SalesPage Strategic Insight MFEA Kimber Lintz Director Kathryn Cavener Event Manager Gina Meagher Public Relations