Data Summit_Attendee List_Mar. 19-20Investment management leaders in Business Intelligence, Analytics, Sales Strategy, and Enablement were joined by key stakeholders in distribution, marketing, and sales for an insightful exploration of how various business sectors can collaborate to maximize the value of data for all. Hosted by Franklin Templeton in Boston on March 19-20, the event served as a platform for open engagement and dialogue.
Mar 19th - Mar 20th | 1:30 PM - 2:00 PM | Boston
IMEA Data Summit
Event Address: 161 Congress Street, Boston, MA 02110
PRESENTERS
Michael Winnick
Vice President, Business Development
Advisor Target
James Keenan
Director, Digital Marketing
AMG
Kristen Santerian
Managing Director, COO & Head of Strategy, US Wealth Advisor Business
BlackRock
Kevin Crouch
Vice President, Head of Data Science
Calamos Investments
Dalton Gustafson
Senior Vice President, Head of Intermediary Investments & Sales
Fidelity Investments
Bernadette Bridy
Managing Director, Head of Marketing
FS Investments
Vanessa Touma
Head of CX Strategy, Distribution Intelligence and Digital Sales
Invesco
Jamie Hedrick
Vice President, Head of Global Distribution Intelligence
Franklin Templeton Investments
Matt Machut
Managing Director, Global Head of Sales Strategy & Enablement
Goldman Sachs Asset Management
Graham Brewster
Senior Vice President, Head of Distribution Operations & Enablement
Natixis Investment Managers
Amy Appicelli
Managing Director, Head of US Wealth Client Marketing
Nuveen
Lee Kowarski
Head of Distribution Solutions
SS&C Technologies
Matt Fronczke
Senior Director, Strategic Business Consulting
SS&C Technologies
Gabe Parras
Director Sales & Marketing Intelligence
Thornburg Investment ManagementTHERE’S NO BETTER TIME TO
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