2023 Distribution Council Summit

Wednesday, April 26th
3:30 pm
4:00 pm
Distribution & Product Partnership in Innovation & Managing the Product Lifecycle

This session will bring distribution and product leaders together to candidly discuss how their teams can work closely to provide innovative product offerings and successful client experiences.

Moderator: Dan Beckman, Head of U.S. Product | Columbia Threadneedle Investments & IMEA Product Council Chair
Panelists: Roger Michaud, Senior Vice President, Divisional Sales Manager | Franklin Templeton Investments
Ben Phillips
, Head of Asset Management Global Advisory Services | Broadridge, Advisory
Ryan Foreman, Associate Principal, Asset Management Advisory | Broadridge, Advisory
Dennis Gallant, Associate Director | ISS MI
Laura Graff, Head of Product Management | Polen Capital

5:00 pm
Cocktail Reception

Thursday, April 27th
8:30 am
Registration & Continental Breakfast
9:00 am
Welcoming & Opening Remarks
John McDonough, Head of Americas Distribution | Invesco Distributors & IMEA Executive Committee Chair
Jim Adams, Managing Director | MFS & IMEA Distribution Council Co-Chair
Kimber Lintz, Director, IMEA
9:30 am
Distribution Trends & Considerations

Consolidation, segmentation, distribution enablement, and marketing integration. Tim Kresl will share insights and perspectives from Broadridge on these and other key trends in distribution as well as recent lessons learned.

Tim Kresl, Principal, Distribution Insight | Broadridge, Distribution Insight

10:30 am
10:45 am
The Generalist/Specialist Roadmap

How do firms organize and manage this critical business area? Hear strategies and approaches from leading investment firms.

Moderator: Matt Fronczke, Senior Director | SS&C Technologies
Kevin Golden, Vice President – Senior Advisor Consultant | Franklin Templeton Investments
Pat McManus, Principal | Apollo Global Management
John Franscioni, Principal – COO, Institutional Client & Product Solutions | Apollo Global Management

11:45 am
12:30 pm
Brainstorming Session: Reimagining Distribution
How investment products are distributed today is the result of decades-long changes in
customer needs and decision-making processes, regulations, and advances in
technology. While some aspects of the distribution process have seen significant changes, some aspects — like sales incentive compensation — have largely remained the same. This conversation among some of the savviest distribution leaders in the industry will ask “what would distribution look like if we started from scratch?” Don’t miss this unique exercise to learn what reimagined distribution could look like.

Moderator: Rubesh Jacobs, Managing Partner | Jacobs & Company

2:00 pm
Conclusion & Closing Remarks
Rocco Benedetto, Head of US WMI Field Distribution | Invesco & IMEA Distribution Council Co-Chair
2:30 pm