The Age of Product Development: Private vs. Public

Recorded On: 10/07/2021

Only available as part of a package

10:00am – 10:50am ET: The Age of Product Development: Private vs. Public: 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.

10:50am - 10:55am ET: Pop-Up Speaker

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.

Saleem Khan (Moderator)

Chief Data and Analytics Officer, Discovery Data

Saleem leads the firm’s data and analytics strategy and is responsible for Discovery Data FRAME, the proprietary process behind Discovery Data’s ability to deliver the most accurate and impactful data for the financial services and insurance markets. Saleem and his team of data analysts drive actionable insights and analytics that help Discovery Data’s clients identify market opportunities and achieve business outcomes. Prior to joining Discovery Data, Saleem held senior positions at successful startups and multinational corporations such as IBM, S&P Global Ratings, and Dun & Bradstreet. He is an entrepreneur and patented inventor with over 15 years of experience in data, technology, and advanced analytics.

James Beale

Head of Capital Markets & Managed Solutions, Rockefeller Capital Management

James M. Beale is a Managing Director and Head of Capital Markets & Managed Solutions for Rockefeller Capital Management. He is a member of the firm’s Management Committee. James is responsible for developing and enhancing Rockefeller Capital Management’s Capital Markets capabilities. Additionally, James is focused on the constant development and enhancement of the Managed Platform.

James joined Rockefeller in April 2020 after 16 years at Merrill Lynch, where he was a Managing Director and Head of Capital Markets Sales within the Investor Solutions Group.

In prior roles at Merrill Lynch, James served as a Northeast Regional Director for Structured Investment Sales and held leadership positions in Equity Syndicate and Product Origination. Before joining Merrill Lynch in 2004, James started his career at Scudder Investments serving in both Origination and Distribution roles after concluding a professional hockey career in Europe and the U.S. James is an active advocate for victims of pediatric cancer and serves as a Trustee and Advisory Director on the board of The Arms Wide Open Childhood Cancer Foundation. A graduate of Wagner College, James holds his Series 7,24, 63 and 65 licenses.