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Join us for a virtual think tank approach to asset management. Our panel of industry leaders will explore the business topics most important to them, and discuss the powerful catalysts that are aligning solutions and fueling collaboration across their organizations. Don't miss this opportunity to hear transformational insights from top industry thought leaders.
Moderator
Jim Jessee, Waddell & Reed - Corporate Board Member
Speakers
Terri Fiedler, President and Chief Executive Officer, AIG Financial Distributors
Shawn Lytle, Global Head of MIM, President Delaware Funds, Head of Americas, Macquarie Group
William F. "Ted" Truscott, Chief Executive Officer, Columbia Threadneedle Investments
Challenging the Status Quo: Moving away from old methods and utilizing technology
Making our way in the new normal during these unprecedented times involves changing how we work and interact with employees, customers and regulators. The Asset Management Industry is relying more and more on technology. The speed of change can be facilitated by digitally enabling organizations and customers.
Take onboarding customers, for example, the first critical engagement which occurs at the beginning of the customer journey and sets the stage for future customer engagement and satisfaction. Every time there is a delay, or a customer faces an obstacle, there’s the possibility the customer will simply abandon the process, resulting in increased costs and lost revenue for the organization.
During this discussion, Paul O’ Neil, Board Director, Horizon8 and Karym Murphy, Managing Director, Horizon8 talk about the challenges facing companies today... and the potential solutions.
Wed, Feb 24 at 12:05 pm EST
Break
Wed, Feb 24 at 12:30 pm EST
Managing Client Relationships in a Virtual Environment
There’s been a cosmic shift in the way we engage with clients and develop new opportunities. The benefits of connecting face-to-face have been tabled, and the methods of developing trust and building client loyalty must be adapted to a new operating environment. Our panel of experienced sales and client management executives will share how they have turned a potential barrier into an opportunity, using virtual tools and new skills to create engaging connections with clients and prospects.
Moderator
Jim Bumpus, National Sales Manager, Columbia Threadneedle
Speakers
Ronice Barlow, SVP, Co-Head US Retail Sales, Franklin Templeton
Jeff Duckworth, Head of Intermediary Distribution, John Hancock
Mike McLaughlin, Director of Business Development Group - Field Productivity, Wells Fargo
Asset managers have realized that virtual selling can be both highly effective and highly efficient. Three broad steps that distribution organizations need to take in order to increase their efficiency, effectiveness and focus, and ultimately grow assets:
- Identify and Prioritize
- Align Resources
- Incentivize and Measure
Speaker
Matt Fronczke, Senior Director, Strategic Business Consulting, SS&C Technologies
Learn why advisors are listening closely to some of the industry’s smaller voices. Hear from a panel of managers at smaller firms (<$5B AUM) on how they are gaining market share and driving sales with fewer resources. What are they doing differently to capture investor attention? Learn about the lean and innovative business strategies that allow smaller firms to stay relevant, and grow, during a time of continued consolidation. Remember that every big firm at some point was a small firm….
Moderator
Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management
Speakers
Sonja Formato, Senior Director, Foreside
Connor O'Brien, CEO and President, O'Shares
Alison Sanger, Chief Operating Officer, Ironwood Capital Management
Standardize your International Intermediary Oversight through our Oversight Solutions platform. Create your questionnaire, send out to all of your firms, systematically bring it back in and score the responses. With the large number of dealers you are working with, this gives you the ability to only pay attention to the responses that need attention, cutting down on the manual workload that it takes today
