attendees distribution & product summits€¦ · head of sales enablement & distribution...
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ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
Aberdeen Standard Investments
Alan GoodsonHead of Product
Ann GillespieSenior Product Development Manager
American Century Investments
Glen CaseySenior Vice President,Global Head Products & Marketing
Bill RaderNational Sales Manager, External Sales
AMG Funds
Joe MacconeHead of Sales
Ken StengerDirector, Product Finance
Artisan Partners
Scott DormanDistribution Analyst
Nachel FelskeIntermediary Business Development & Analytics
John PahmeierManaging Director, Intermediary Client Services
Bank of America/Merrill Lynch
Dominick CarlinoManaging Director
Ninon MarapachiManaging Director, Head of Hedge Fund Origination & Product Management
BlackRock
Brett MossmanManaging Director, Head of Portfolio Solutions Group
Carillon Tower Advisers
Aaron OchsteinSenior Vice President, Global Head of Sales
Cerulli Associates
Brendan PowersAssociate Director, Product Development
Charles Schwab & Co.
Jeff NortonVice President, Channel Management
John SturialeSenior Vice President, Head of Sales & Client Relations
Michael WinnickHead of Institutional Sales
ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
Cohen & Steers
Amy DulingSenior Vice President,Head of Product Solutions
Columbia Threadneedle Investments
Dan BeckmanHead of North America Product
Diamond Hill Capital Management
Alex GardnerManaging Director, Product
Jo Ann QuinifManaging DirectorBusiness Development & Marketing
Dodge & Cox
Steve Gorski Director of Client Service
Eaton Vance
John PumphreyVice President, Director, Distribution Analytics
Colleen RooneyVice President, Director of Product Marketing
Envestnet
Sharon Wong HughesSenior Vice President,Asset Manager Relationship Management
Federated Investors
Bryan BurkeSenior Vice President,Manager of National Accounts
Hans LangeSenior Vice President,Director of Product Management
Fidelity Investments
Colby PenzoneHead of Investment Product
Foresters Investment Management
Robert LeonardiDirector, Intermediary Distribution
Brian ReDirector, Intermediary Sales
Franklin Templeton Investments
Bob GeppnerHead of National Sales - U.S.
Rajanpreet WadhwaDirector, Client Data & Analytics
Judy HuangSenior Vice President, Product Strategy
ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
FS Investments
Brody BroweHead of Institutional Business Development
Shauna MaceExecutive Director, Sales Strategy & Analytics
Daniel PicardHead of Product Development & Due Diligence
FUSE Research Network
Neil BathonManaging Partner
Harbor Capital Advisors
John YannoneExecutive Vice President, Director of Sales
Harris Associates
Kathleen GerdesManaging Director
Christopher KellerPartner, Chief Operating Officer
Harvest Exchange
Robert CaputoVice President, Account Executive
Hennessy Funds
Brian CarlsonHead of Distribution
Darcy LimanniVice President, National Accounts
Janus Henderson Investors
Anne KvanbeckSenior Vice President, Global Head of Product Management & Marketing
Jessica LeonciniVice President,Fixed Income Product Management
John Hancock Investments
Matthew HammerDirector, Product Management
York LoHead of Institutional and RetirementProduct Development
Katie McKayHead of Sales Enablement& Distribution Strategy
K&L Gates
Clair PagnanoPartner
ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
Legg Mason
Karen CorsoDirector, U.S. Product Management
Teron HaughtonChannel Marketing
Sam MarcianoDirector, Head of SMA Product Management
Macquarie Investment Management
Ken BurdGlobal Head of Distribution Intelligence& Sales Enablement
David ChorbaNational Sales Manager
Jim HinkleySenior Vice President,Head of Product Management
Matthews Asia Funds
Jeremy LehrerCo-Lead, US Intermediary Distribution
McKinsey & Company
Kevin ChoSenior Solution Leader & Associate Partner
Patrick KennedySenior Solution Leader & Associate Partner
MFS Investment Management
Doug BaileySenior Managing Director
David ConnellySenior Vice President, Global Product
Jenine GarrelickSenior Managing Director, Internal Sales Retail
Jim AdamsManaging Director
Michael KeenanPresident
Morgan Stanley
Ron MillerExecutive Director
Natixis Investment Managers
Graham BrewsterHead of Data Intelligence & Strategy
James CoveSenior Vice President, Product Operations & Management
Joe LabreshSenior Vice President, Sales Desk
ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
Natixis Global Asset Management (cont’d)
Brian O’MaraVice President, Distribution Consulting
Gregory FecteauVice President, Product Development & Management
Nuveen Investments
Stephen BanSenior Managing DirectorHead of Client Portfolio Management
Matt NealonActing Vice President, Global Product
PIMCO
Barbara ClancyExecutive Vice President, Co-Head US GWM PCG & Head of Business Strategy
Jason MandinachExecutive Vice President & Alternative Credit Strategist
Principal
Jill BrownPresident, Principal Funds Distributor
Jeff VorwerkDirector, Global Product Development
Chris WilsonManaging Director
Putnam Investments
Mark McKennaHead of Global Marketing
Seismic
Bill FinneganManaging DirectorFinancial Services Marketing
State Street Global Advisors
Jonathan LinstraManaging DirectorHead of ETF Model Portfolios & Distribution
Strategic Insight
Goshka FoldaPresident and CEO, Investor Economics, and Global Head of Research
Ashley WoodPrincipal
T. Rowe Price
Annie BrownHead of Broker/Dealer National Accounts
James ErcegVice President,Head of Product Strategy, North America
Jason HorenciVice President, Portfolio Construction Solutions
ATTENDEES
DISTRIBUTION COUNCIL SPONSOR HOST
DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS
PRODUCT COUNCIL SPONSOR HOST
T. Rowe Price (cont’d)
Tom MorelliHead of GIMS USI Broker Dealer
Thrivent Mutual Funds
Dan ChouanardVice President, Head of Sales & Distribution
Kristine MogollonDirector, Investment Product Management
William Blair Funds
Michael JancosekPartner, Head of Advisor Solutions
Cori MartindaleHead of Product Management
Attending SponsorsImprint
Meg StaknisManaging Director
Morningstar
Bryan Yelvington Vice President, Global Business Development
Seismic
Bill FinneganManaging DirectorFinancial Services Marketing
SS&C Technologies Inc.
Matthew CressyResearch, Analytics, and Consulting,Senior Sales Executive
Strategic Insight
Jeff McGuireDirector, Key Accounts
Attending PartnersBroadridgeFlowspringFugentHey DANSalesFocus Solutions SalesPage Technologies
IMEA
Kimber LintzDirector
Laura KloverEvent Manager
Tim SullivanCouncil Director