Lightning Talk: Fund to ETF Conversions

Ms. Formato oversees Foreside’s distribution consulting efforts and is responsible for managing strategic relationships with Intermediaries. In her role she works with both U.S. and Non-U.S clients across all product types in their product development and distribution efforts. She is passionate about assisting clients in navigating, positioning, and building awareness of their strategies in the marketplace. Prior to joining Foreside, she worked as a Relationship Manager with Fidelity Investments where she managed multiple strategic relationships, consulted on product, positioning, and marketing strategies and led the build-out of Fidelity’s FundsNetwork Distributor Service Model. She holds the FINRA Series 7 registration and has over 30 years of experience within the financial services industry