September, 2017

13SEP1:00 PM2:00 PMProduct Council Virtual RoundtableSeptember 13 • Webinar

Event Details

Product Council Virtual Roundtable
MFEA hosted a Product Virtual Roundtable as part of the summer virtual roundtable series. Moderating a discussion with James LaFleur, Principal – Mercer Wealth Division, and Todd Wilhelm, CFA, Senior Area Mutual Fund Research Analyst – Edward Jones, is Charissa Chasin, Director – Product Management and Development – Principal Funds.

With a focus on platform placement and product trends and opportunities, members were invited to join this interactive discussion with the Product Council.

PRESENTATION

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PRESENTERS

Moderator:
Charissa Chasin
, Director of Product Management & Development — Principal Funds
Charissa Cashin is the Director of Product Management & Development with Principal Funds. She is responsible for the team that supports product management, product marketing and new product development efforts. Before joining The Principal Financial Group® (The Principal®) in May of 2013, she spent more than ten years with Franklin Templeton Investments, of which many were spent within its Global Product Strategy division.

Jason Blackwell, CFA, CAIA, Principal — Mercer Wealth Division
Jason is a Principal in Mercer’s Wealth business. He is a senior consultant within the Wealth Manager Solutions group, assisting clients in manager selection, portfolio construction and asset allocation. Jason is also an active member of several of Mercer’s North American Strategic Research Teams (SRTs); he chairs the team responsible for developing education materials and thought leadership on alternatives and is a member of both the Wealth Management and the Environmental, Social & Governance SRTs.

Todd Wilhelm, CFA, Senior Area Mutual Fund Research Analyst — Edward Jones
Todd Wilhelm is a Senior Area Analyst in Mutual Fund Research department at Edward Jones. He is responsible for leading the U.S. Small and Mid-Cap Team. The Mutual Fund Research team recommends funds and strategies that support Advisory Solutions Program, Bridge Builder funds, Guided Solutions, and the Mutual Fund Focus List.
 

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