Dec 18th | 10:00 AM - 11:00 AM | Watch the Replay

The 2026 Playbook: Products, Personalization & Partnership Strategies

Industry leaders convened for a forward-looking discussion on the shifts and opportunities shaping the asset management landscape heading into 2026. Presenters from SS&C, Distribution Council Partner, and Broadridge, Distribution Intelligence Council Partner, shared insights on the developments influencing product innovation, distribution models, and client engagement—and what these trends signal for firms in 2026 and beyond. The conversation explored:

  • Private Markets
  • ETFs and ETF Share Classes
  • Marketing Segmentation
  • Specialization and Personalization at Scale
  • Emerging Disruptions

Watch the replay to access the full discussion and key insights.

PRESENTERS

Jim Cove | Moderator

Executive Vice President, Head of U.S. Marketing

Natives Investment Managers

Matt Fronczke

Senior Director, Strategic Business Consulting

SS&C Technologies

Tim Kresl

Managing Principal, Head of US Client Success

Broadridge

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