The Future of Product

Only available as part of a package

11:00am – 12:00pm: The Future of Product - Perspectives from Distributors
Get timely product perspectives from the industry’s top leaders regarding the on usage trends within the wealth management arena and on advisory platforms. Find out what platform providers and investment managers are doing to support new product offerings and discuss how investment managers can add value at this not-to-be-missed session specifically designed for product developers, sales executives, and distribution relationship managers.

Disclaimer: This session is closed to the media

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.

Greg Weiss (Moderator)

Managing Director, Head of Managed Accounts, BlackRock

Greg Weiss, Managing Director, is the Head of BlackRock's Managed Accounts business responsible for setting the strategic direction, marketing and sales strategy, new product development, and cross-functional leadership driving toward business goals both internally and with key partner firms.

Prior to joining BlackRock, Mr. Weiss worked for 18 years in Global Wealth Management at UBS and Merrill Lynch in a number of leadership positions like running Fee-Based Advisory Platforms, heading product for Private Bank & International Division, and helped UBS's turnaround by building Transformation Management Office. Mr. Weiss comes from a family of entrepreneurs and brings a similar passion and spirit to his work.

Mr. Weiss earned his BA in Economics from Rutgers University and MBA from Rider University.

Patty Loepker

Managing Director, Advisory, Institutional and HNW Consulting

Wells Fargo

Patty is a Managing Director within WIM Investment Products and is the Head of Advisory, Institutional, and HNW Programs.

Background and experience

Prior to assuming this role in 2020, Patty led the Research Directed, Institutional and HNW Consulting Teams. Patty has been with Wells Fargo Advisors and predecessor firms since 1985 serving in a variety of roles with the advisory programs and served as both an analyst and portfolio manager. Patty earned a bachelor’s degree in business administration from Southern Illinois University and has represented Wells Fargo Advisors since May 2010 as a member of the Board of Governors for The Money Management Institute serving as Char in 2019.

Marc Dextraze

ED, Investment Products

Morgan Stanley

Marc has been with Morgan Stanley Wealth Management for 19 years and is currently the head of product development for SMAs, mutual funds, money markets, ETFs and 529 Education Savings Plans. He leads a team of product managers that are responsible for supporting more than $950 billion in assets under management across these product categories. The team’s primary responsibility is to identify opportunities to develop new products and services that are designed to enhance the product offering, improve client experience and increase efficiency. Prior to his current role, Marc was the head of mutual fund and ETF due diligence for the group. During his tenure with the firm he has also held positions with Alternative Investments, Corporate Retirement Services and Risk Management.

Jean A. Heath, CIMA®

Managing Director

Envestnet, Head of Asset Manager Network

Jean has 23 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching.