Mar 4th - Mar 5th | 1:30 PM - 2:00 PM | Chicago

Distribution Intelligence Summit

This annual Distribution Intelligence Summit (formerly the Data Summit), hosted by William Blair in Chicago, on March 4-5, 2025, brought together leaders in Business Intelligence, Analytics, Sales Strategy, and Enablement for candid and insightful discussions on the most pressing issues identified by leaders like you in today’s industry.

The agenda dove into how leading investment management firms approach the core aspects of Distribution Intelligence below, focusing on operationalizing processes, gaining adoption and support, and advancing strategies, including the integration of AI.

• Getting the Data Together
• Analyzing the Data
• Enabling Data-Driven Execution
• Measuring & Refining Results

   

Event Address: 150 N Riverside Plaza, Chicago, IL 60606
View Agenda Here
View Attendee List Here

PRESENTERS

Jane Conway

Managing Director, Head of Digital Data & Enablement

Apollo Global Management

Alyssa Marinaccio

Principal and Head of Digital & Marketing Enablement

Apollo Global Management

Chris O’Connor

Head of Global Data & Distribution Intelligence

BNY Investments

Ryan Foreman

Associate Principal, US Distribution Solutions

Broadridge

Tim Kresl

Managing Principal, Head of US Client Success

Broadridge

Ashley Wood

Managing Director

ISS Market Intelligence

Kevin Crouch

Vice President, Head of Data Science

Calamos Investments

Nathan Stephenson

CEO Founder

ForwardLane, Inc

Andy Dennison

Director, Distribution Intelligence

Franklin Templeton

Matt Machut

Managing Director, Global Head of Sales Strategy & Enablement

Goldman Sachs Asset Management

Mark McShane

Head of Strategy & Enablement

Goldman Sachs Asset Management

Vanessa Touma

Head of CX Strategy, Distribution Intelligence and Digital Sales

Invesco

Jimmy McDonnell

Senior Vice President, Sales Strategy and Business Management

Lazard Asset Management

Graham Brewster

Senior Vice President, Head of Distribution Operations & Enablement

Natixis Investment Managers

Hosein Yeh

Senior Vice President, Strategy & Analytics

PIMCO

Jeff Diamond

Head of Advisor Relations

Polen Capital

Ken Burd

Managing Director, Distribution Enablement & Analytics

Principal Asset Management

Matt Goldwasser

Principal, Head of Applied Data Science

T. Rowe Price

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