Replay | MMI NetMeeting
The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?
This MMI NetMeeting features an interactive, data-driven discussion on what has unfolded so far in 2020 and the areas where asset managers and distribution leaders have opportunities to stand out.
ISS Market Intelligence will share some of its latest market data collected since the end of March, and a trio of successful sales professionals will weigh in on what the future may hold for advisors, asset managers, and distribution teams.
Topics will include:
- How advisors and asset managers have reacted to the rapidly changing environment in the first half of 2020.
- The impact of market volatility and uncertainty on product adoption, sales trends, and product development initiatives.
- How the events of 2020 have affected advisor and sales team views on industry focus areas such as model portfolios, SMAs, digital coverage, and ESG.
- The impact of recent events on strategy and priorities going forward.
Please share this invitation with any colleagues who would be interested in attending.
Introduction:
Joan Lensing, SVP, Chief Programming Officer, MMI
Moderator:
Ashley Wood, Executive Director, ISS Market Intelligence | Institutional Shareholder Services
Panelists:
Bobby Barnes, Senior Vice President, Business Consultant, John Hancock Investment Management
Emily Dupre, Regional Director, MFS Investment Management
Rick Rath, SVP, Senior Advisor Consultant, Invesco US
Duration:
50 minutes (including time allocated for Q&A)
Note:
This NetMeeting is closed to members of the media.
We hope you can join us on August 11. This NetMeeting will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
