Business District: Prepare to Merge

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The asset management industry is consolidating at an unprecedented pace, presenting a host of operational, technological, and human resource implications. How are firms, and the industry as a whole, navigating the intersection of businesses? From overlapping products and people, to fee and distribution alignment, our panel of industry thought leaders will reveal lessons learned from both sides of the deal.

Speakers

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Rhonda Dixon-Gunner, Director of Oversight and Education, Invesco
Matthias Kristol, Co-Head of North America Financial Technology, Wealth & Asset Management, JP Morgan Chase & Co.
Kevin Quirk, Principal, Casey Quirk, A Deloitte Business
Keith Totten (Moderator), Managing Director, Partner, Aliter Investment Services

How has the pandemic altered the top priorities for asset management companies?

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Richard Henderson from Financial Times sits down and interviews Eric Johnson, President, Global Investment Companies at DFIN, and discusses how the pandemic has altered top priorities for asset management companies, the importance of technology and digitalization, and how companies are navigating the new normal.

Speakers

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Richard Henderson, Financial Times
Eric Johnson, DFIN

Stripping the Labels

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What does the business model of the future look like? By stripping the labels and integrating so-called front/middle/back offices, companies are moving boldly into the digital landscape. Process redesign requires operational and technical perspectives. Hear from firms who have reimagined their operating models, and what it means for the future of our industry.

Speakers

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Whitfield Athey, Chief Executive Officer, Delta Data
Gary Casagrande (Moderator), VP of Global Market Strategy, Confluence
Jay Nusblatt,  Managing Director, Global Investment Companies, DFIN
Janelle Prevost, Head of Strategy and Digital Asset Servicing, BNY Mellon

Expand Your Product Lineup with the Addition of ETFs

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Are you thinking of expanding your product lineup with the addition of Exchange-Traded Funds (ETFs)? The ETF market is different from the mutual fund market with the various product wrappers and the role of the Authorized Participant. Join Foreside, as our panel of experts walks through topics including:

The increase in ETF product options of the past few years; How ETFs differ from Mutual Funds; What we estimate the cost and time to market are ; What service providers you will need to be successful; and What to consider when bringing your product to market.

Speakers

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Joseph Higgins, Senior Director
Jennifer Hoopes, Senior Managing Director and General Counsel
Jason Knight, Managing Director

A Product Masterclass for 2025

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Join our exclusive virtual clinic dedicated to the future of product development, rationalization, management and distribution in the global asset management industry. Industry thought leaders take a deep dive into the COVID-19 impact on products, as well as the current landscape for alternative investments, interval funds, active / non-transparent ETFs, and share classes.

Speakers

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Dan Beckman (Moderator), Head of U.S. Product, Columbia Threadneedle
Glen Casey, Global Head of Products, American Century
Margaret Farquharson, Senior Director, Head of Exchange-Traded Funds, Nationwide
York Lo, Head of Institutional and Retirement Product Development, John Hancock

The Smart Choice for Fund Proxy

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Proxy voting is far from a simple and straightforward process. Having better technology and a partner to ease the process every time a proxy is needed can eliminate disruption and increase efficiency. Mediant’s proxy solutions focus on customized campaigns while maximizing voter participation. We help you plan and manage the aspects of the proxy event from developing a comprehensive strategy to meeting date reporting and beyond.

Distributors to Asset Managers: Examine Your Investment Product Life Cycle

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Join us for a deep dive into the life cycle – accumulation, preservation and distribution – of investment products from the distributor point of view. Prominent broker/dealers, platforms, and direct-to-investor distribution experts share diverse perspectives on target markets and the fund selection process. What’s on the horizon for SMAs, interval funds, annuities and mutual funds? What are the latest trends around ETFs and ESG investing? Our panel of industry experts will explore how shareholder demographics, health and wellness are driving investor needs, how their businesses are responding, and how yours should be as well.

Speakers

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Ben Huneke, Managing Director, Morgan Stanley
Erin Farrell Donnelly, Managing Director, Bank of America
Robert Pettman, EVP, Advisory Platforms and Products, LPL Financial
Linda York (Moderator), Senior Vice President, Cogent Syndicated

The Digital Experience

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Firms are well aware that they must deliver on consumer demand for a personalized, streamlined digital experience in order to remain competitive. The next-generation’s higher expectations for the digital customer experience are directly impacting how advisors are doing business and what advisors and investors expect asset managers to provide. Mike will discuss:

• Why the digital experience is now an industry differentiator
• Share recent research findings and trends, including why the industry will see more marketing to retail direct investors by more firms
• Provide recommendations to enhance digital experience as it relates to the financial advisor experience

Speakers

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Mike Cogburn, Head of Digital Consulting and Innovation, SS&C Technologies

Day Two Wrap Up

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Day two summary delivered by the emcee.