Apr 16th - Apr 17th | 2:00 PM - 2:00 PM | Philadelphia

IMEA Distribution Summit

View Agenda Here
View Attendee List Here

Industry leaders in distribution, sales and marketing gathered at the IMEA Distribution Summit to discuss the importance of the sales and marketing relationship and the tools, approaches, technologies and processes firms should utilize to develop and execute successful strategies. Hosted by FS Investments in Philadelphia on April 16-17, the event offered a platform for candid engagement and dialogue. Attendees heard perspectives from Broadridge, Capital Group, Diamond Hill, FUSE Research Network, Hennessy, Invesco, John Hancock, MFS, Macquarie, T. Rowe Price, SS&C Technologies and Vanguard on the following topics:

  • How are Firms Building Robust Sales Enablement Teams
  • Winning with Advisor Data
  • The Data Journey
  • Turning Insights into Action
  • Breakout Sessions
Event Address: 201 Rouse Blvd, Philadelphia, PA 19112

PRESENTERS

Tim Kresl

Managing Principal, Head of US Client Success

Broadridge

Matt Eisenhardt

Head of Wealth Management Field Sales

Capital Group

Colin Prescott

Managing Director - Intermediary Business Development

Diamond Hill

Craig Killgallen

Director of Relationship Development

FUSE Research Network

Mike Reese

Chief Operating Officer, Distribution

FS Investments

Brian Carlson

Senior Vice President & Head of Distribution

Hennessy Funds

Rocco Benedetto

Head of Field Sales, US Wealth Management Intermediaries

Invesco

Vanessa Touma

Head of CX Strategy, Distribution Intelligence and Digital Sales

Invesco

Katie McKay

Head of Global Distribution Enablement

John Hancock Investment Management

Tracy Roetiger

Distribution Strategy & Innovation Lead

Macquarie Asset Management

Jim Adams

CIMA, Managing Director, Global Platforms RIA & Insurance

MFS Investment Management

Jeff Strange

Principal, Strategic Business Consulting

SS&C Technologies

Lee Kowarski

Head of Distribution Solutions

SS&C Technologies

Cheryl Pipia

Head of Global Sales Management

T. Rowe Price

Sean Mackley

Head of Broker/Dealer National Accounts & Centers of Influence

T. Rowe Price

David Kim

Head of Marketing Intelligence & Operations

Vanguard

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