February, 2018

15FEB1:00 PMThe Future of Retail DistributionWebinar • February 15 • 1:00 PM ET

Event Details

The growth of ETFs, increased power of the retail channel, and move to fee-based advice is changing traditional distribution models. Asset managers are using new, innovative technologies to better enhance their sales and marketing functions to gain traction with advisors. There are trillions of dollars at stake: The fastest growing channel in an absolute dollar basis for combined fund and ETF assets during the last twelve months ending September 30, 2017 was the RIA channel, up $314 billion (14%).

Join us for an in-depth discussion on how asset managers are adopting new marketing and sales strategies to succeed in this new distribution landscape. We’ll explore the latest in client segmentation, benchmarking and product development. Hear what new technologies are taking hold in the industry. Learn how data and analytics, artificial intelligence and geo-targeting platforms are enabling asset managers to gain a competitive advantage.

PRESENTATION
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Active Managers Offer Institutional Funds to Reduce Fees in 2017

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PRESENTERS
Jeff Tjornehoj, Director of Fiduciary and Compliance Research — Broadridge Financial Solutions
Jeff is the Director of Fiduciary and Compliance Research and joined Broadridge in June 2016 after nearly 19 years as a Research Analyst and Head of Americas Research at Thomson Reuters Lipper. At Lipper, he helped create the firm’s fund classification system, fund ratings, and internal methodologies and he co-authored (with Devin McCune) Lipper’s Trends in Subadvised Funds report. He has also published articles on mutual fund performance, flows, and industry trends. His observations on markets and fund industry developments have been frequently quoted in leading investment media such as The Wall St. Journal, Reuters, Barron’s, Financial Planning, and Ignites.

Frank Polefrone, Senior Vice President, Data and Analytics — Broadridge Financial Solutions
Frank Polefrone is the Senior Vice President of Product Development of Broadridge’s data and analytics business. He is responsible for setting the overall product strategy and overseeing the management of the Company’s distribution, finance, data management, compliance and risk management suite of solutions. He brings an extensive understanding of the financial services industry, and a strong record of building business, technology and product solutions for investment management firms to this role. Frank holds FINRA Series 7, 24 and 63 licenses. Frank has a Bachelor of Arts degree in Economics from Bucknell University and a Master of Arts degree in Educational Administration from North Carolina State University. Frank is frequently quoted in media regarding trends in fund flows in publications including CNBC, Barron’s, Ignites, Plansponsor, and ThinkAdvisor.

Bobby Brooks, Managing Director, Head of Retail Sales — Deutsche Asset Management
Bobby Brooks is a Managing Director and Head of Retail Sales for Deutsche Asset Management. With his twenty-one years of industry experience, he is a frequent speaker at major ETF and industry conferences, such as the Money Management Institute and Investment Management Consultants Association.

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