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Overview

As clients call for more vehicle-agnostic approaches to product development, asset managers must consider various factors in order to succeed. Get up-to-the-minute insights on the public and private market, with structures that lend themselves to both public and private investing. How are firms navigating the accelerating rate of product conversions? Find out in our 45-minute round table on vehicle design and distribution prioritization.

Moderator

Saleem Khan, Chief Data and Analytics Officer, Discovery Data

Speakers

James Beale, Managing Director, Rockefeller Capital Management

Amy Duling, SVP - Head of Global Product Solutions, Cohen & Steers

Brian Rosevear, Executive Director, Morgan Stanley

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Overview

Asset managers are reshaping the ways in which they interact with clients and business partners. Learn why national accounts, the role of wholesalers, the state of home offices, and relationship management roles are evolving at an accelerated rate. Discover how leading firms across the industry are enhancing and deepening client relationships and learn about the talent models that are shaping today’s sales teams.

Moderator

Lee Kowarski, VP, Head of Data Science & Distribution Solutions, SS&C Technologies

Speakers

Clint Harris, Head of Wealth Management Platforms and Global Consulting, Invesco

Stephanie Meadows, Director, Relationship Management & Advanced FA Education, Wells Fargo Advisors

Kirsten Pickens, Co-Head of US Distribution, FS Investments

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Overview

As wealth managers attempt to connect with their varied and diverse client groups, many are turning to holistic wealth planning, digital distribution channels, and new virtual engagement tools. Learn from our panel of industry thought leaders about how they are successfully onboarding a new generation of investors.

Moderator

Michael Galkoski, National Sales Manager, US Wealth Management, American Century

Speakers

Jean Heath, Managing Director, Head of Asset Manager Network, Envestnet

Steve LaChance, Senior Vice President, National Sales Manager, Advisor Solutions, LPL Financial

Sterling Shea, Managing Director, Head of Practice Strategy, Wealth Management, Morgan Stanley

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