A Product Masterclass for 2025

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. 


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

CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 CPE 

Field of Study: Specialized Knowledge

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Dan Beckman (Moderator)

Head of U.S. Product, Columbia Threadneedle Investments

Daniel Beckman is head of North America product for Columbia Threadneedle Investments. In this role he leads a team of professionals to drive product
strategy, development and management, ensuring the current and future needs of our customer base are met across the North America channels.

Prior to joining the organization in 2015, Mr. Beckman was senior vice president of investment product management for Fidelity Financial Advisor Solutions
(FFAS), a division of Fidelity Investments. Prior to Fidelity, Mr. Beckman was chief operating officer of Banc One New Hampshire Asset Management
Corporation. Before that, he was a managing associate at Coopers & Lybrand Consulting. Mr. Beckman began his professional career in banking in 1984 and has been a member of the investment community since 1996.

Mr. Beckman received a B.A., magna cum laude, in political science and mathematics from Hobart College and an MBA from Northeastern University. He
holds Series 7, 24, 53 and 63 licenses with FINRA. In addition, he holds the Chartered Financial Analyst ® designation.

Glen Casey

Global Head of Products, American Century

Glen Casey is a senior vice president and global head of products and strategy for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. Mr. Casey leads global product strategy, product management and new product development as well as coordination of the firm's major strategic development activities. He is based at the firm's New York office.

Mr. Casey earned a Bachelor of Science degree in accounting from Bentley College, Waltham, Mass. He holds a Master of Science degree in finance from Boston College.

Margaret Farquharson

Senior Director, Head of Exchange, Traded Funded

Margaret (Marge) Farquharson is a Senior Director with Nationwide’s Investment Management Group (IMG), where she leads the exchange-traded fund business, directing product, operational, sales & distribution, and marketing strategy. Marge joined Nationwide in 2015 as an Associate in the inaugural class of Nationwide Financial’s Financial Services Leadership Rotation Program (FSLRP), completing her first and second rotations in the Variable Annuity Strategy and Investment Management Groups, respectively.

Prior to joining Nationwide, Marge was a part of Deutsche Bank’s Emerging Markets team, where she worked on sovereign debt, new issues, and foreign exchange transactions across various markets. While at Deutsche Bank, Marge also worked on the Credit Risk Management & Valuations team, where she managed over $15BN in counterparty credit risk across 450 North American and European banking and hedge fund agreements, and on the Interest Rate and NonUSD Swap Derivatives team, managing an average of $3BN in currency swap transactions daily.

Marge completed a summer internship in the Markets Group of the Federal Reserve Bank of New York in 2014, where she evaluated capital market responses to financial announcements and loan portfolio growth in bank holding companies (BHCs), as a predictor of future distress, and was staffed on the valuation methodology respecification study for $1.8TR in loan collateral pledged via the Federal Reserve Bank’s discount window facility.

Marge was named a 2019 “Rising Star" by investment management publications, Fund Directions and Fund Action, in recognition of her early career contributions to the funds industry and was honored at the 26th Annual Mutual Fund and ETF Industry Awards.

Marge earned her BA in Political Science and Economics at Duke University in 2008 and her MBA at the Yale School of Management, in addition to completing an international management and economics exchange at the London School of Economics and Political Science (LSE) in 2015.

York Lo

Head of Institutional and Retirement Product Development, John Hancock

Experienced asset management industry executive with proven track record of multi-billion dollar value creation for asset managers and investors and background in product development, manager selection and oversight, equity research, alternative investments and new business development in the US and Asia covering mutual funds, ETFs and private funds.


A Product Masterclass for 2025
10/08/2020 at 2:00 PM (EDT)   |  70 minutes
10/08/2020 at 2:00 PM (EDT)   |  70 minutes