MMI NetMeeting - The Institutionalization of Asset Management Distribution

Replay | MMI NetMeeting

Asset management distribution organizations now face off against intermediary buyers – whether they be broker-dealer investment research teams, independent consultants, or individual advisory practices – with the sophistication of large institutional asset owners. As the investment process in the intermediary marketplace becomes more “institutionalized,” asset managers must adapt their retail distribution model and practices to survive and thrive.

This member-only MMI NetMeeting features a candid dialogue among three heads of distribution about how they are leading their organizations through this transformative period by embracing the convergence of institutional and intermediary buyers. Topics include:

  • Emerging distribution trends and best practices,
  • Reshaping organizational structures, and
  • Talent implications of dealing with increasingly informed and interdependent client audiences.

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Introduction:
Arlen Oransky,
SVP, Chief Membership and Programs Officer, MMI

Moderator:
Paul Ciancarelli,
Senior Client Partner, Asset & Wealth Management, Korn Ferry

Panelists:
Anne Kvanbeck,
Senior Vice President, Global Head of Product Management & Marketing, Janus Henderson Investors U.S.
John Moninger, Managing Director, Retail Sales, Eaton Vance
Joe Schultz, Senior Vice President, Chief Client Officer, American Century Investments

Duration:
50 minutes (including time allocated for Q&A)

Note:
This NetMeeting is closed to members of the media.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.